AVP, Alternative Investments Private Equity Job at Morgan Stanley – 3.9 in New York, NY

Job Number: 3193757

POSTING DATE: Nov 24, 2021

PRIMARY LOCATION: Americas-United States of America-New York-New York

EDUCATION LEVEL: Bachelor’s Degree

JOB: Wealth Management


JOB LEVEL: Assistant Vice President


Morgan Stanley Wealth Management (“MSWM”) 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.

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
  • Digital Assets

Alternative Investments has approximately $130 billion in assets under management. The primary users/investors include high net worth wealth management clients and their Advisors.

Position Summary

The candidate will work on the Alternative Investment Product Origination and Development team within Investment Solutions. The candidate will be primarily responsible for onboarding fund offerings across the Alternatives Platform with an emphasis on the Private Equity and Private Credit. In this capacity, the candidate will work closely with Alternative Investment Asset Managers, MSWM Financial Advisors, MSWM Field Management, as well as various other constituent groups within Morgan Stanley Wealth Management. Additionally, the candidate will work on analytical projects for the Alternative Investments group. This position will work cross-functionally with other areas of Investment Solutions as well as other groups across MSWM (including Sales and Marketing, Global Investment Manager Analysis, Legal, Compliance, Operations, Finance, etc.) The candidate will work on tactical deal-related deliverables, as well as work on manager sourcing and other long-term strategic initiatives.

Projects will include assisting with the development and support of investment product launches, including execution of placement agreements, customization of fund offering and marketing materials, presentations to multiple product approval committees. The candidate is expected to develop relevant metrics and statistics that will help the management team understand the health of the business and identify new opportunities.



  • Strong analytical and quantitative skills; detail-oriented
  • Ability to manage and complete multiple and simultaneous projects with tight deadlines
  • Ability to understand, implement, monitor and improve upon key financial and business metrics
  • Strong written and verbal communication skills
  • Strong presentation skills; ability to work effectively in senior management settings
  • Must be a team player, with the ability to work independently
  • Ability to represent the firm professionally with internal and external constituents
  • Proficient in MS Excel and PowerPoint
  • Series 7 preferred or willingness to obtain in 180 days

EOE M/F/D/V Committed to Diversity

About the Company

Company: Morgan Stanley – 3.9

Company Location:  New York, NY

Estimated Salary:

About Morgan Stanley - 3.9