Stakeholder and Project Management Lead and manage multi-stage processes, ensuring effective communication and collaboration with internal and external stakeholders Coordinate with manager research, legal, risk, compliance, and wealth management product teams to align on product development and implementation strategies Develop and maintain strong relationships with key stakeholders to facilitate smooth project execution and delivery Ensure all institutional products are catalogued accurately and updated regularly to reflect changes in the product details including dealing terms, fees, minimums, etc. Ensure formal oversight on ongoing investment and operational diligence and monitoring of approved institutional product offerings Provide regular, detailed reporting of qualitative and quantitative analysis for approved institutional products Ensure all agreements and contracts are compliant with legal and regulatory standards through collaboration with operations and risk partners Analyze data to identify opportunities for product enhancements/expansion Work with stakeholders to enhance product database and user experience Demonstrate strong leadership and team management skills Manage a due diligence team focused on institutional investment research Demonstrate broad product knowledge across various investment types, including CITs, Separate Accounts, and LPs Stay informed about market trends and developments to provide insights and recommendations for product innovation and enhancement Bachelor's degree in Finance, Business Administration, or a related field. An advanced degree or relevant professional certification (e.g., CFA, CAIA) is preferred Minimum of 10+ years of experience in the institutional investment marketplace, with a focus on product management and development Demonstrated experience in an investment due diligence function across multiple asset classes is preferred Strong understanding of institutional investment products, including CITs, Separate Accounts, and LPs Proven experience in stakeholder and project management, with the ability to lead complex projects and manage multiple priorities Excellent negotiation skills and experience working with legal, risk, and compliance teams Proficiency in using investment manager databases and tools such as eVestment and Morningstar Strong analytical and problem-solving skills, with the ability to make data-driven decisions Excellent communication and interpersonal skills, with the ability to build and maintain relationships with diverse stakeholders Proactive and hard working with strong professional accountability Exemplary verbal and written communication skills Strong analytical and/or quantitative skills Must be very detail-oriented with an ability to multi-task FINRA Series 7 and 63 licenses required or willingness to obtain within 120 days of hire 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. 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 160,000 and 270,000 per year at the commencement of employment. 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.
