IM Private Markets Distribution Associate

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 24 countries, and a total of $1.5 trillion in assets under management as of March 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 strategies
• Working directly with senior and junior members of the PMD team to assist in day-to-day tasks of managing various simultaneous fundraises
• Creating presentation decks (internal and external), set-up of data room, completion of DDQs, diligence requests, and commitment data tracking
• Tracking sales / marketing activities in the Salesforce system including detailed next steps on a per prospect basis
• Leveraging alternative databases to run prospect searches and consolidate data / information, work with the findings to present in a comprehensive summary / report as appropriate
• Provide 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 roadshows
• Maintain prospect lists for each private markets fundraising campaign
• Management of marketing materials in close cooperation with Marketing, Compliance and Legal
• Responsible 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 collaborative
• Ability to stay organized while staffed across various projects and fundraises, including multi-tasking and re-prioritizing on the fly
• Motivated self-starter with “can-do” attitude and approach with attention to detail
• Strong analytical and computer skills; solid Excel skills required for extensive data analyses
• Strong ability to multi-task, comfort working in a team-oriented, collaborative environment
• Knowledge of Tableau or other analytics programs a bonus, Salesforce experience a bonus
• Series 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 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

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).