Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in twenty-four countries, and a total of $1.7 trillion in assets under management as of December 31, 2024. MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide.

 

About Private Markets Distribution

The Private Markets Distribution (PMD) team is responsible for leading and driving all capital raising activities for the Private Credit & Equity (PC&E) platform. The team works closely with the investment teams, the global sales teams, and marketing to plan and execute private capital raises. 

PMD is seeking a thoughtful, results-oriented, and collaborative professional to support our fundraising efforts.

Highlights & Key Responsibilities:

The PC&E Distribution Management team is seeking a thoughtful, articulate, results-oriented, and collaborative associate who has the ability to manage multiple tasks from start to finish, including:

Develop client engagement content to facilitate both on and off-cycle Sales efforts across all PC&E strategiesWorking directly with senior and junior members of the PMD team to assist in day-to-day tasks of managing various simultaneous fundraisesCreating presentation decks (internal and external), set-up of data room, completion of DDQs, diligence requests, and commitment data trackingTracking sales / marketing activities in the Salesforce system including detailed next steps on a per prospect basisLeveraging alternative databases to run prospect searches and consolidate data / information, work with the findings to present in a comprehensive summary / report as appropriateProvide regular updates to the respective sales teams on client activities, news, and searches related to PC&E fundraising efforts Support Sales and Consultant Relations with prospect and client queries, due diligence requests, and roadshowsMaintain prospect lists for each private markets fundraising campaignManagement of marketing materials in close cooperation with Marketing, Compliance and LegalResponsible for monitoring client engagement and capital raising reports across products

Required Skills and Qualifications:

2-5 years of experience in financial services, preferably in an institutional setting (private capital raising or private capital markets experience a plus)Strong communication and relationship building-skills; team-oriented and collaborativeAbility to stay organized while staffed across various projects and fundraises, including multi-tasking and re-prioritizing on the flyMotivated self-starter with “can-do” attitude and approach with attention to detailStrong analytical and computer skills; solid Excel skills required for extensive data analysesStrong ability to multi-task, comfort working in a team-oriented, collaborative environmentKnowledge of Tableau or other analytics programs a bonus, Salesforce experience a bonusSeries 7 and 63 Required, CAIA a plus

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 $100,000 and $120,000 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).