Private Market Product Management, Investment Solutions, Analyst/Associate, Wealth Management

About Us:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.  

 
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. 

Private Market Product Management Associate:

Morgan Stanley Wealth Management provides access to a wide range of wealth management products and services for individuals, businesses, and institutions, including brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement, and trust services.

Alternative Investments:

The Alternative Investments product area within Investment Solutions is responsible for sourcing, developing, managing, and marketing alternative investment products and solutions across hedge funds, funds of hedge funds, managed futures, private equity, private credit, real estate, exchange funds, and other real assets and private market strategies. The platform supports eligible Wealth Management clients by partnering with Financial Advisors and relevant internal teams to evaluate and provide access to alternative investment opportunities aligned with clients’ objectives.

Position Summary:

The successful candidate will join the Alternative Investments Product Management team within Wealth Management’s Investment Solutions group. The team supports offerings on the Wealth Management Alternative Investments platforms following launch. We are seeking a highly motivated professional to support product management activities across the Alternative Investments product areas. Responsibilities include maintaining products and platforms, partnering closely with control functions on technology and strategic initiatives, and performing a range of product oversight activities.

Key Responsibilities:

• Develop and maintain subject-matter expertise in Alternative Investments products.

• Support fund launches and setup activities, process changes, Financial Advisor communications, and fund inventory maintenance.
• Coordinate updates to offering documents and marketing materials and maintain active relationships with fund managers to stay informed of fund developments.

• Participate in product review and technology or platform committees, serving as a subject-matter expert for the relevant products.
• Maintain policies and procedures, identify opportunities to strengthen controls and mitigate risks, and partner with Internal Audit and Product Risk.
• Serve as a point of contact for asset managers and sponsors on prospectus and contract reviews, product changes, share-class conversions, trading support, and related matters.
• Contribute actively to product management projects and strategic initiatives.

Preferred Qualifications:

• 3–5 years of professional experience in the financial services or wealth management industry.

• Bachelor’s degree in a related field (e.g., finance, accounting, mathematics, or economics).

• Strong knowledge of and interest in alternative investments.
• Excellent analytical and communication skills, strong attention to detail, and a proactive mindset.
• Proficiency in Microsoft Word, PowerPoint, and Excel, including functions, formulas, and macros.

• Prior experience managing strategic initiatives; experience in product management for alternative investments or private markets is preferred.

• Sound judgment in prioritizing, evaluating, and sharing information appropriately, including identifying matters that require escalation.
• Ability to work independently and manage multiple assignments concurrently while meeting deadlines and maintaining the group’s standards.
• Strong interpersonal, collaboration, and teamwork skills, including the ability to work effectively with third-party investment managers.

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.