MUMBAI · FULLTIME
Analyst / Associate, Wealth Management
Morgan Stanley
Mumbai · onsite · Posted 4d ago
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Undisclosed3–5 yrsfulltimeMumbai
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Section · 01
About this role
Position Summary
Key Responsibilities
Preferred Qualifications
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
The successful candidate will join the Alternative Investments Product Management team within Wealth Management s Investment Solutions group. The team supports offerings on the Wealth Management Alternative Investments platforms following launch. We are seeking a highly motivated professional to support product management activities across the Alternative Investments product areas. Responsibilities include maintaining products and platforms, partnering closely with control functions on technology and strategic initiatives, and performing a range of product oversight activities.
Key Responsibilities
- Develop and maintain subject-matter expertise in Alternative Investments products.
- Support fund launches and setup activities, process changes, Financial Advisor communications, and fund inventory maintenance.
- Coordinate updates to offering documents and marketing materials and maintain active relationships with fund managers to stay informed of fund developments.
- Participate in product review and technology or platform committees, serving as a subject-matter expert for the relevant products.
- Maintain policies and procedures, identify opportunities to strengthen controls and mitigate risks, and partner with Internal Audit and Product Risk.
- Serve as a point of contact for asset managers and sponsors on prospectus and contract reviews, product changes, share-class conversions, trading support, and related matters.
- Contribute actively to product management projects and strategic initiatives.
Preferred Qualifications
- 3-5 years of professional experience in the financial services or wealth management industry.
- Bachelor s degree in a related field (e.g., finance, accounting, mathematics, or economics).
- Strong knowledge of and interest in alternative investments.
- Excellent analytical and communication skills, strong attention to detail, and a proactive mindset.
- Proficiency in Microsoft Word, PowerPoint, and Excel, including functions, formulas, and macros.
- Prior experience managing strategic initiatives; experience in product management for alternative investments or private markets is preferred.
- Sound judgment in prioritizing, evaluating, and sharing information appropriately, including identifying matters that require escalation.
- Ability to work independently and manage multiple assignments concurrently while meeting deadlines and maintaining the group s standards.
- Strong interpersonal, collaboration, and teamwork skills, including the ability to work effectively with third-party investment managers.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
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Section · 02
Skills
FuturesBankingInternal AuditCash ManagementFinancial AdvisorBrokerageCommunication SkillsInvestment AdvisoryAlternative InvestmentsHedge FundsFinancial ServicesEquityAccountingEmployee BenefitsInvestment Bankingfinance
Section · Company
About Morgan Stanley
Morgan Stanley
Financial Services
16.0k+
employees
1931
95 years old
New York, New York
United States (USA)
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Morgan Stanley helps individuals, families, institutions, and governments raise, manage and distribute the capital they need to achieve their goals.
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Financial Services
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