Alternative Investments Product Strategy & Launch Associate

PowerToFly; New York (NY); On-site; USD 70,000 - 115,000; Full time

Job summary

Morgan Stanley Wealth Management is seeking a professional to join the Alternative Investments Product Origination and Development team. The role focuses on onboarding and maintaining alternative investment offerings and partnering with fund managers, MSWM Advisors, and other stakeholders.

You will support cross-functional initiatives across Sales, Marketing, Legal, Operations and Finance, delivering tactical deal-related deliverables and longer-term initiatives such as manager sourcing and

Qualifications

• 3 years of financial services industry experience
• 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

Responsibilities

• Support investment product launches – executing placement agreements, tailoring offering and marketing materials, and presenting to Product Committees
• Onboard and maintain alternative investment offerings and partner closely with fund managers, MSWM Advisors, MSWM Field Management, and other Morgan Stanley stakeholders
• Help enhance and maintain key metrics and reporting to enable management to monitor business health and identify new opportunities

Skills

Analytical skills

Quantitative skills

Project management

Financial metrics

Written communication

Verbal communication

Presentation skills

Team player

Independence

Professional demeanor

Tools

MS Excel

PowerPoint

Job description

Morgan Stanley Wealth Management is seeking a professional to join the Alternative Investments Product Origination and Development team. The role focuses on onboarding and maintaining alternative investment offerings and partnering with fund managers, MSWM Advisors, and other stakeholders.

You will support cross-functional initiatives across Sales, Marketing, Legal, Operations and Finance, delivering tactical deal-related deliverables and longer-term initiatives such as manager sourcing and