Private Markets Strategy & Execution Lead

Morgan Stanley; New York (NY); On-site; USD 85,000 - 140,000; Full time

Job summary

Morgan Stanley is seeking a Private Markets strategy professional to help set and execute strategy across private market product lines. You will collaborate across business units, operations, technology, legal, risk, and compliance to deliver strategic initiatives and enhance client offerings.

The role involves guiding new products through committees, developing partnerships, and communicating updates to senior leadership.

Qualifications

• 3+ years of experience in finance, investment banking, fintech, management consulting and/or equivalent experience.
• Strong verbal and written communication skills with the ability to explain complex topics to audiences of varying knowledge levels.
• Highly motivated, well-organized, ability to prioritize competing asks, and able to execute responsibilities.
• Strategic thinker with strong problem-solving abilities.
• Detail oriented.
• Team player with ability to collaborate across team and function.
• Self-motivated and a strong desire to build relationships with internal stakeholders.
• Securities Industry Essentials (SIE) and Series 7; Series 66 (or equivalent) preferred, but not required

Responsibilities

• Work on the EquityZen integration strategy and implementation.
• Assist in strategy, development, and execution of new and existing private market offerings.
• Identify opportunities to improve product efficiency and user experience.
• Successfully guide new product offerings through internal committees and reviews.
• Build and maintain relationships across the firm (legal, risk, compliance, operations, technology, business units).
• Provide timely updates and presentations to senior leadership.

Skills

Strong communication

Strategic thinking

Detail oriented

Team player

Self-motivated

Relationship building

Prioritization

SIE/Series 7/66 (preferred)

Job description

Morgan Stanley is seeking a Private Markets strategy professional to help set and execute strategy across private market product lines. You will collaborate across business units, operations, technology, legal, risk, and compliance to deliver strategic initiatives and enhance client offerings.

The role involves guiding new products through committees, developing partnerships, and communicating updates to senior leadership.