Alternative Investments Advisor Relations Associate

Morgan Stanley

Base: $57,000 - $115,000 py; bonus/equity: commiss...
Not specified
Alternative investments platform
Financial advisor and client service strategy
Product specialist
Morgan Stanley is seeking an Alternative Investments Advisor Relations Associate to join their Wealth Management National Sales organization. The role involves collaborating with various teams to enhance communication and service for financial advisors and clients regarding alternative investments

Job Summary

  • The Alternative Investments Advisor Relations Team enables greater communication of fund information for the Alternative Investments business across Private Equity, Private Credit, Venture Capital, Infrastructure and Private Real Estate funds.
  • The Alternative Investments Advisor Relations Associate will partner with the Sales, Product and Research segments to ensure a unified approach to relationship management and client service.
  • 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.

Matching Summary

Match Score: 85

Morgan Stanley is seeking an Alternative Investments Advisor Relations Associate to join their Wealth Management National Sales organization. The role involves collaborating with various teams to enhance communication and service for financial advisors and clients regarding alternative investments.

Salary

Base: $57,000 - $115,000 per year; Bonus/Equity: commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • Alternative Investments platform
  • Financial Advisor and client service strategy
  • product specialist
  • investor requests and questionnaires
  • financial concepts and financial markets

Nice-to-have

  • resourceful, proactive, detail-oriented
  • collaborative team player
  • positive attitude
  • problem-solving approach
  • diverse backgrounds and experiences

Key Requirements

  • 2-5 years of experience
  • Experience with private funds
  • deep knowledge of Alternative Investment asset management
  • Experience working directly with private fund investors
  • Excellent writing skills
  • Proficiency in Microsoft Office
  • Experience with Salesforce
  • Series 7 and 66 licenses required

Work Rights

Not specified

Tailored Resume

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