Registered Principal, Alternative Investments Product

Morgan Stanley
New York, USA
21 May 2022
04 Jun 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
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 $100 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's product team within Investment Solutions. The candidate will be primarily responsible for reviewing and approving Alternative Investment marketing content produced by Asset Managers. The content can include fact cards, teasers, presentations, etc. Key responsibilities include reviewing marketing content for quality and adherence to relevant regulations and business standards and providing regulatory/business approval for marketing content to be distributed to investors.


  • - 5+ years Supervisory Analyst experience, 1+ years Registered Principal experience

  • - Must have passed NYSE Series 24
  • - Strong writing skills are desirable
  • - Competent PC skills (Outlook, Word, Excel, PowerPoint)
  • - Ability to communicate effectively
  • - Must be a strong team player
  • - Ability to work under intense deadline pressure while maintaining close attention to detail
This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment

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