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IM Private Markets Distribution Associate

AT Morgan Stanley
Morgan Stanley

IM Private Markets Distribution Associate

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 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 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 $100,000 and $120,000 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.

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Job ID: Morgan-549785523906
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)