Institutional Product Manager - OCIO Investment Team, Executive Director

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.

Outsourced Chief Investment Officer (OCIO) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management. We are seeking a highly skilled and experienced Institutional Product Manager to join our OCIO Investment Team. The ideal candidate will possess strong stakeholder and project management skills, with a proven track record in the institutional investment marketplace.

This role requires a deep understanding of various institutional investment products and the ability to navigate complex processes involving investment due diligence, product structuring, and cataloguing. The successful candidate will work closely with manager research, legal, risk, compliance, and wealth management product teams to ensure the successful delivery of investment solutions.

• Stakeholder and Project Management:
  Lead and manage multi-stage processes, ensuring effective communication and collaboration with internal and external stakeholders. Coordinate with manager research, legal, risk, compliance, and wealth management product teams to align on product development and implementation strategies. Develop and maintain strong relationships with key stakeholders to facilitate smooth project execution and delivery.
• Management & Leadership:
  Demonstrate strong leadership and team management skills. Manage a due diligence team focused on institutional investment research.
• Investment Due Diligence and Product Structuring:
  Conduct initial investment due diligence to assess the viability and potential of various institutional investment products. Structure and define accessible institutional investment products, including Collective Investment Trusts (CITs), Separate Accounts, Limited Partnerships (LPs), and custom accounts to meet institutional client needs. Ensure all institutional products are catalogued accurately and updated regularly to reflect changes in the product details including dealing terms, fees, minimums, etc.
• Ongoing Diligence and Monitoring:
  Ensure formal oversight on ongoing investment and operational diligence and monitoring of approved institutional product offerings. Provide regular, detailed reporting of qualitative and quantitative analysis for approved institutional products.
• Negotiation and Coordination:
  Negotiate terms and conditions of institutional investment products in coordination with legal, risk, and compliance teams. Ensure all agreements and contracts are compliant with legal and regulatory standards through collaboration with operations and risk partners.
• Market and Product Knowledge:
  Demonstrate broad product knowledge across various investment types, including CITs, Separate Accounts, and LPs. Stay informed about market trends and developments to provide insights and recommendations for product innovation and enhancement.
• Database and Tool Utilization:
  Utilize investment manager databases and tools such as eVestment and Morningstar to support product sourcing and decision-making processes. Analyze data to identify opportunities for product enhancements/expansion. Work with stakeholders to enhance product database and user experience.

• Bachelor’s degree in Finance, Business Administration, or…