Position Mgt Associate

Position Mgt Associate – Morgan Stanley

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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 an outstanding foundation for building a professional career—a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Morgan Stanley Wealth Management (“MSWM”) provides a range of wealth management products and services for affluent individuals, businesses, and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement, and trust.

MSWM’s Alternative Investments business is an industry‑leading provider of alternative investments with more than $140B in assets under management
* across a wide array of products, including, but not limited to hedge funds, funds of hedge funds, managed futures, private equity, private credit, real estate funds, exchange funds, real assets, and digital assets.

The Alternative Investments business mission is to provide MSWM clients with a unique, world‑class, diverse array of alternative investment products and services through product origination and sourcing, product management and client servicing as well as sales and marketing. It is one of the fastest growing businesses at the Firm and in the industry.

The Alternative Investments Transfers for Liquid Products Analyst will be responsible for transfers across a wide spectrum of alternative investments products. This role requires the ability to communicate effectively with internal and external partners, including but not limited to financial advisors and their teams, asset managers and fund administrators.

• Bachelor’s degree required
• 1‑3 years’ experience in financial services related field
• Prior operational and/or alternative investments experience is a plus
• Inquisitive, creative thinker who is motivated to learn and driven to achieve exceptional results
• Strong attention to detail and ability to work autonomously
• Excellent oral and written communication skills
• Ability to multi‑task in a fast‑paced, changing environment
• Efficient time‑management skills / ability to prioritize competing urgent tasks that team is involved with
• Ability to ensure process consistency and adherence to all procedural guidelines
• Strong work ethic and interest in improving business, technical and operational processes
• Securities licensing (SIE and Series 7 or 99) preferred, but not required
• Proficiency in Microsoft Office with a particular strength in Microsoft Excel is required

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.

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Expected base pay rates for the role will be between $57,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Entry level

Full‑time

Other

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