Private Markets Strategy and Execution

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

Morgan Stanley Wealth Management 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.

Position Summary

Morgan Stanley Private Markets provides Morgan Stanley Wealth Management clients the opportunity to invest in private companies, either by investing alongside an asset manager, investing directly in the company, or by buying or selling secondary shares through the secondary transaction desk. The Morgan Stanley Private Markets team is involved in sourcing investments, originating through the Morgan Stanley platform, and ensuring Financial Advisors and their clients are aware of investment opportunities.  

As part of the Private Markets strategy team, you will help set and execute the strategy across private market product lines and develop and deliver enhancements to existing products. In this role, you will work across business units, operations, technology, legal, risk, and compliance to achieve deliverables. This position will play a pivotal role in setting and delivering on key strategic initiatives to ensure Morgan Stanley remains a leader and innovator in the Private Markets space.

Job Duties and Responsibilities:

• Work on the EquityZen integration strategy and implementation

• Assist in the strategy, development, and execution of new and existing private market and transactional product offerings

• Identify opportunities to improve product efficiency and implement changes that produce an enhanced experience for clients and partners

• Successfully guide new product offerings through internal committees and reviews

• Build and maintain strong relationships across the firm, including, but not limited to, legal, risk, compliance, operations, technology, and business units

• Provide timely updates and presentations to senior leadership

Qualifications:

• 3+ years of experience in finance, investment banking, fintech, management consulting and/or equivalent experience

• Strong verbal and written communication skills with the ability to explain complex topics to audiences of varying knowledge levels

• Highly motivated, well-organized, ability to prioritize competing asks, and able to execute responsibilities

• Strategic thinker with strong problem-solving abilities

• Detail oriented

• Team player with ability to collaborate across team and function

• Self-motivated and a strong desire to build relationships with internal stakeholders  

• Securities Industry Essentials (SIE) and Series 7; Series 66 (or equivalent) preferred, but not required

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $85,000 and $140,000 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 building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.