Morgan Stanley

Associate- Alternative Product Management - Investment Solutions (Wealth Management)

Posted On

March 17, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

May 7, 2025

Job Description

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.

Department
The Alternative Investments product area within Investment Solutions is responsible for sourcing, manufacturing, developing, managing, and marketing alternative investment products/investments, such as:
> Hedge Funds
> Funds of Hedge Funds
> Managed Futures
> Private Equity
> Private Credit
> Real Estate Funds
> Exchange Funds
> Real Assets
Alternative Investments has approximately $180 billion in assets under management. The primary users/investors include high net worth wealth management clients and their Advisors.

Position Summary
The Alternative Investments Product Management team is responsible for supporting the offerings on the Wealth Management Alternative Investments platform post-launch. The group is seeking a highly motivated professional to join the team as a Product Manager to support this function which entails supporting maintenance of products and platforms, working closely with control partners on various technology and strategic projects, and perform a number of oversight functions.

Key responsibilities will include but are not limited to the following:

> Experience with alternative investments products
> Fund setups, process changes, FA notifications, fund inventory maintenance, etc.
> Offering documents and marketing material updates, and maintaining relationship and active dialogue with fund managers to be well informed of the funds' latest statuses
> Participate in various product review and technology/platform committees acting as a SME for the products
> Responsible for the maintenance of policies and procedures by identifying opportunities to enhance controls and mitigate risks as well as interacting with internal audit and product risk
> Serve as the point of contact for asset managers and sponsors on prospectus and contract reviews, product changes, share class conversions, trading support, and other related matters
> Work with the Alternative Investment Sales Desks and the Investor Relations team on FA inquiries related to product availability, platform related issues and product information Experience
> 3-5 years of financial services industry experience

Qualifications -

Skills/Abilities
> Strong interest in alternative investments, prior knowledge and experience a plus
> Excellent analytical skills, strong attention to detail and proactive mindset
> Must be proficient in Word, PowerPoint, and Excel (functions, formulas, and macros)
> Prior experience managing strategic initiatives and experience in alternative investment products a plus
> Strong judgment in prioritizing, evaluating, and sharing information as appropriate, and determining issues requiring escalation
> Ability to work independently, often on multiple assignments concurrently, while adhering to deadlines and the group's standards
> Strong interpersonal, collaborative and team skills including ability to work with third party investment managers

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.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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