About Private Markets Distribution

The Private Markets Distribution (PMD) team is responsible for leading and driving all capital raising activities for the Private Credit & Equity (PC&E) platform. The team works closely with the investment teams, the global sales teams, and marketing to plan and execute private capital raises. 

PMD is seeking a thoughtful, results-oriented, and collaborative professional to support our fundraising efforts.

Highlights & Key Responsibilities:

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

Required Skills and Qualifications:

• Experience in financial services, preferably in an institutional setting (private capital raising or private capital markets experience a plus)

• Performing at the Associate level

• 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

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. 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. 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. 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.

Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

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.