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Alternative Investments Advisor Relations Associate

AT Morgan Stanley
Morgan Stanley

Alternative Investments Advisor Relations Associate

Purchase, NY

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. 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.

The Wealth Management National Sales organization supports the Firm's Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network.

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The Alternative Investments Advisor Relations Team, as part of the 30-member Alternative Investments Sales Team, is responsible for Financial Advisor and client service strategy. The Alternative Investments Advisor Relations Team enables greater communication of fund information for the Alternative Investments business across Private Equity, Private Credit, Venture Capital, Infrastructure and Private Real Estate funds. The Alternative Investments platform has approximately $240 billion of assets consisting of both Third-Party and Proprietary Asset Managers.

The Alternative Investments Advisor Relations Associate will partner with the Sales, Product and Research segments to ensure a unified approach to relationship management and client service. The Alternative Investments Advisor Relations Associate will become a product specialist, interacting with all levels of the organization, to complete investor requests and to execute on various large initiatives in an organized, concise fashion. The successful candidate must be resourceful, proactive, detail-oriented, have a strong ability to problem solve/multitask and be a collaborative team player.

Key Responsibilities:
  • Ability to work in a fast-paced, dynamic environment and to handle multiple projects at a time.
  • Collaborate across internal groups to oversee the response to investor requests and questionnaires.
  • Articulately communicate with key internal stakeholders in a knowledgeable, clear, and professional fashion.
  • Ability to work independently and as a team player.
  • Positive attitude and willingness to take a proactive, problem-solving approach to work.
  • Demonstrated comfort with presenting in front of both small and large groups.
  • General knowledge and comfort level with financial concepts and financial markets.

Knowledge and Skills Required:
  • 2+ years of experience in one or more of the following areas: investor relations, client service and/or sales.
  • Experience working with private funds and deep knowledge of the Alternative Investment asset management industry required; knowledge of real estate, infrastructure and/or private equity preferred.
  • Experience working directly with private fund investors, with a focus on servicing investors to build and strengthen relationships.
  • Excellent writing skills
  • Proficiency in Microsoft Office
  • Experience with Salesforce
  • Series 7 and 66 licenses required or willingness to obtain within 120 days of hire date

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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

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

Client-provided location(s): Purchase, Harrison, NY 10577, USA
Job ID: Morgan-549782271345
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)