Morgan Stanley · 11 hours ago
Institutional Product Manager - OCIO Investment Team, Executive Director
Purchase, NY
Full-time
Onsite
Senior Level, Lead/Staff
$160K/yr - $270K/yr
10+ years expMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. They are seeking a highly skilled and experienced Institutional Product Manager to join their OCIO Investment Team, responsible for managing stakeholder relationships, leading project management efforts, and ensuring the successful delivery of institutional investment solutions.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
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
Demonstrate strong leadership and team management skills
Manage a due diligence team focused on institutional investment research
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
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
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
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
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
Qualification
Required
Bachelor's degree in Finance, Business Administration, or a related field
Minimum of 10+ years of experience in the institutional investment marketplace, with a focus on product management and development
Strong understanding of institutional investment products, including CITs, Separate Accounts, and LPs
Proven experience in stakeholder and project management, with the ability to lead complex projects and manage multiple priorities
Excellent negotiation skills and experience working with legal, risk, and compliance teams
Proficiency in using investment manager databases and tools such as eVestment and Morningstar
Strong analytical and problem-solving skills, with the ability to make data-driven decisions
Excellent communication and interpersonal skills, with the ability to build and maintain relationships with diverse stakeholders
Proactive and hard working with strong professional accountability
Exemplary verbal and written communication skills
Strong analytical and/or quantitative skills
Must be very detail-oriented with an ability to multi-task
FINRA Series 7 and 63 licenses required or willingness to obtain within 120 days of hire
Preferred
An advanced degree or relevant professional certification (e.g., CFA, CAIA) is preferred
Demonstrated experience in an investment due diligence function across multiple asset classes is preferred
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
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Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-02-04
2026-02-04
2026-02-02
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