Private Markets Strategy & Execution Specialist

Morgan Stanley; United States; On-site; USD 85,000 - 140,000; Full time

Job summary

Morgan Stanley Private Markets, within Wealth Management, offers opportunities to invest in private companies and to develop and execute strategies across product lines. You will work with legal, risk, compliance, operations, technology and business units to deliver enhancements and opportunities for clients and partners.

The role emphasizes building relationships, guiding product offerings through committees, and presenting to senior leadership while maintaining a strong focus on client

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 the strategy, development, and execution of new and existing private market and transactional product offerings
• Identify opportunities to improve product efficiency and implement changes that produce an enhanced experience for clients and partners
• Successfully guide new product offerings through internal committees and reviews
• Build and maintain strong relationships across the firm, including, but not limited to, legal, risk, compliance, operations, technology, and business units
• Provide timely updates and presentations to senior leadership

Skills

Finance experience

Investment banking

Communication skills

Strategic thinking

Team player

SIE/Series 7/66 knowledge

Job description

Morgan Stanley Private Markets, within Wealth Management, offers opportunities to invest in private companies and to develop and execute strategies across product lines. You will work with legal, risk, compliance, operations, technology and business units to deliver enhancements and opportunities for clients and partners.

The role emphasizes building relationships, guiding product offerings through committees, and presenting to senior leadership while maintaining a strong focus on client