Position Summary
The candidate will join the Alternative Investment Product Origination and Development team within Investment Solutions. In this role, the candidate will be primarily responsible for onboarding fund offerings across the Alternatives platform, with a particular focus on Private Equity and Private Credit. The candidate will work closely with Alternative Investment Asset Managers, Financial Advisors, Field Management, and other key stakeholder groups across Morgan Stanley Wealth Management.
In addition, the candidate will support analytical initiatives for the Alternative Investments group and collaborate cross-functionally with other areas within Investment Solutions, as well as with partners across MSWM — including Sales and Marketing, Global Investment Manager Analysis, Legal, Compliance, Operations, and Finance. Responsibilities will include contributing to tactical, deal-related deliverables, manager sourcing efforts, and longer-term strategic initiatives.
Key projects will involve assisting in the development and execution of new investment product launches, including support for placement agreement processes, customization of fund offering and marketing materials, and preparation of presentations for various product approval committees. The candidate will also be expected to develop relevant metrics and reporting that enable management to assess business performance, monitor platform health, and identify new growth opportunities.
Experience
5-7 years of financial services industry experience, preferably product development/management or related function
Skills/Abilities
- Strong analytical and quantitative skills; detail-oriented
- Ability to manage and complete multiple and simultaneous projects with tight deadlines
- Ability to understand, implement, monitor and improve upon key financial and business metrics
- Strong written and verbal communication skills
- Strong presentation skills; ability to work effectively in senior management settings
- Must be a team player, with the ability to work independently
- Ability to represent the firm professionally with internal and external constituents
- Proficient in MS Excel and PowerPoint
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Skills Required
- 5-7 years of financial services industry experience
- Strong analytical and quantitative skills
- Proficient in MS Excel and PowerPoint
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
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Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
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Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
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