Tax-Managed Private Fund Business Development Specialist

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

Basic Purpose:

Provide cross-functional support on the tax-managed private funds including the Exchange Funds and Parametric Long/Short Extension Funds. Work to provide support to management and product managers on the Wealth Strategies Group. Aid product development, product launch, due diligence, integration and strategic working groups. Work to educate internal and external sales force, as well as home office contacts on Exchange Funds and Long/Short Extension Funds. Support sales, due diligence and firm on-boarding activities of the broader Wealth Strategies tax suite internally and externally. Show high-level proficiency in overseeing and managing internal business operations as well as connectivity with external partners including the custodian, transfer agent, trading support, fund administration and tax support. Maintain updated marketing, digital content, online tools & calculators, and proposals for the product line and establishing tracking and operational controls across the Wealth Strategies tax suite. Provide thought leadership around utilizing the integrated tax suite and the importance of a consultative sales approach.

Primary Responsibilities:

• Work in a collaborative manner with colleagues in Distribution, Marketing, Product, Fund Administration, Legal, and Portfolio Management.
• Support internal and external distribution partners as a subject matter expert.
• Manage and provide support on all marketing collateral and website updates.
• Serve as an intermediary with distribution partners to provide support in sales questions and data.
• Collaborate with external partners and other internal business units on product enhancements and updated processes/procedures.
• Conduct competitive analysis on industry trends, product development and positioning.
• Lead initiatives to improve internal systems and processes related to new and existing product lines while overseeing day to day support of the business.
• Provide sales training to support reps/internal sales to be technically proficient and current on strategies.
• Communicate effectively to ensure orderly dissemination of information to distribution and distribution partners.

Qualifications:

• BS/BA degree with CFA or CPA a plus.
• Minimum 5-7 years of related work experience.
• FINRA Series 7, 63 or 65/66 required.
• Strong organizational and analytical skills.
• Experience with reg. D private placements.
• Strong knowledge of tax-managed investment solutions.
• Ability to multitask and prioritize tasks across product lines.
• Proven ability to communicate complex information and to train individuals of differing levels of knowledge.
• Attention to detail, great communicator and have a keen eye for creating marketing collateral
• Willingness and ability to travel when needed.
• Strong customer service skills.
• Ability to work in a collegial, team-oriented environment with shared goals.
• Ability to link complex strategies to specific, goal-based needs.
• Ability to work with a wide range of individuals and subject experts from various affiliates.
• Ability to handle complex training programs in a clear and concise fashion.
• Ability to handle detailed workflow and track through operational, legal and administrative processes.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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