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E*TRADE from Morgan Stanley · 2 months ago

Alternatives Investment Product – Product Development – Senior Associate / Vice President

New York, New York, United States of America

Full-time

Onsite

Mid, Senior Level

$125K/yr - $225K/yr

5+ years exp

Morgan Stanley Investment Management (MSIM) is a leading investment firm with a diverse client base and a strong focus on providing comprehensive investment solutions. The Alternatives Investment Product Development team is seeking a Senior Associate or Vice President to assist in the development and enhancement of alternative investment products, working closely with various teams to drive innovative solutions and support successful fund launches.

BankingFinanceFinancial Services

Responsibilities

Work with investment team to understand strategy and opportunity

Advise investment teams on appropriate fund structures and terms based on the investment strategy, target client base and competitive intelligence

Collect competitive intelligence– fundraising, fees and other terms as available from databases, Sales and MSWM as appropriate

Conduct market research to gather insights on trends, customer needs, and competitive activities

Analyze competitor research data to identify opportunities for new products or improvements to existing offerings

Contribute to product development process through product design and launch activities including accessing sales demand, determine optimal fund structures and fund terms, preparing product approval materials and reviewing fund legal documents

Establish working group including investment team, sales and all support functions (e.g., Operations, Tax, Marketing, Legal and Compliance, Risk, Finance, Client Services, Technology) and manage periodic working group meetings to ensure smooth product development and adherence to product launch timelines

Assist in tracking product performance and preparing reports on key metrics and findings

Determining fund terms in conjunction with the investment team, sales and MSWM as appropriate, and as informed by competitor data

Utilize data analysis tools for decision-making and product enhancements

Assist MS Wealth Management (MSWM) on their investment and operational due diligence process, including coordination of meetings with investment team and other team members, providing all requested information, responding to questions, and participating in MSWM’s approval meetings as requested

Provide support in organizing meetings, presentations, and special projects as needed

Qualification

Product developmentFinancial analysisData analysis toolsAlternatives experienceMicrosoft Office SuiteRegulatory understandingProject managementInterpersonal skillsCommunication skills

Required

Bachelor's degree in Business Administration, Finance, Economics, or a related field

5-9 years of experience in product development, product strategy, financial analysis, or a related role within the banking or financial services industry

Strong analytical, problem solving, organizational and project management skills

Proven interpersonal and communication skills, both verbal and written

Understanding of regulatory requirements and industry standards is a plus

Skilled in Microsoft Office Suite (Excel, PowerPoint, Word). Experience with data analysis tools is a plus