Associate, Private Real Estate Fund Marketing Specialist
Top focus
Company Profile: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment, and wealth management services. The Firm's employees serve clients worldwide, including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
In Investment Management, we deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors. What you’ll do in the role: Morgan Stanley Investment Management Inc. is seeking an Associate, Private Real Estate Fund Marketing Specialist in New York, New York to support all aspects of investor relations, business and product development, and marketing / fundraising activities, including market research on funds, product structuring, internal product approvals, premarketing, marketing, and the preparation of marketing materials, offering memorandums, competitor information, and tracking prospect pipelines.
Create, maintain, and coordinate the updates of marketing materials and collateral for the overall Real Assets and Morgan Stanley Real Estate Investing platforms and specific fund strategies, both standard and customized, including marketing presentations.
Create and maintain various excel workbooks maintained by the COO team for various platform reporting and tracking purposes. Provide day-to-day support to the Investor Coverage and Sales/Marketing teams. Coordinate, draft, and ensure completion of investor requests and queries, Due Diligence Questionnaires (DDQs), Requests for Proposals (RFPs), reporting requests, both recurring and ad hoc, in coordination with, the Investment teams, Fund Portfolio Management, Legal, Compliance and the Investor Services team.
Support the planning, preparation and implementation of various investor meetings and / or marketing events. Maintain prospective investor lists, tracking activities and follow up as appropriate. Research investor prospects. Maintain data rooms for marketing purposes and websites, including relevant updates.
What you’ll bring to the role: -Requires a Bachelor’s in Business Analytics, Economics, or a related field of study. - Requires three (3) years of experience in the position offered or three (3) years of experience as an Analyst, Tax Consultant, Transfer Pricing Consultant, or a related role -Requires one (1) year of experience with the following skills: Drafting institutional client Due Diligence Questionnaires and Request For Proposals for private real estate funds; Gathering and summarizing platform, team and fund portfolio level data used in written documents and client questionnaires; Performing market research on real estate fund competitors and portfolios including reviewing public documents and financial statements; Fund structuring techniques essential for optimizing capital raising and mitigating risks; Private real estate fund industry including assessing competitive landscape and private equity real estate products, including non-traded real estate investment trusts and funds from Section 3(c)(7) of the Investment Company Act; Qvidian, Salesforce, Loopio and Seismic; and Online platforms including Preqin and Cambridge.
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. Expected base pay rates for the role will be between $150,000 and $160,000 per year at the commencement of employment.
However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .