Alternative Investments Sales Associate
$57k - $115kPowerToFly
Key Responsibilities Responsible for proactively making outbound calls to MSWM Financial Advisors and Private Wealth Advisors and for fielding incoming calls on the sales desk Build new and maintain existing relationships with AI users in the territory Work closely with the AI Sales Director and AI Specialist as their internal partners covering their territory Coordinate the efforts of third-party wholesalers/resources within the respective territory Coordinate regional events and roadshows with fund managers to educate Morgan Stanley Advisors and clients on Alternative Investment strategies and products Work across the department with the product development, research, investor relations, and operations teams on demand assessments, marketing materials, etc. Knowledge and Skills Required Ability to explain complex information clearly and simply Ability to make presentations effectively The ideal candidate should be highly motivated and organized Prior experience working in wealth management or financial services Sales and marketing experience Knowledge of alternative investments Must be a team player with the ability to work effectively in a team or independently Ability to represent the Firm professionally with internal and external contacts Knowledge of Excel, Word, and PowerPoint programs is a plus Bachelor's degree required Two years+ related financial services sales experience required Active Series 7 and 66 (or 63 and 65) required upon hire or within 120 days of hire date Salesforce (or alternative CRM) experience preferred Excellent verbal and interpersonal skills Compensation Expected base pay rates for the role will be between $57,000 and $115,000 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. Equal Opportunity Employment 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: #J-18808-Ljbffr PowerToFly
$100k - $140k
...the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage... ...in network assets. We are seeking an experienced internal sales professional to join the Alternative Investments Product Specialist...SuggestedWork at officeFlexible hours3 days per week$57k - $115k
...firm providing a wide range of investment banking, securities,... ...Wealth Management National Sales organization supports the Firm... ...for our branch network. The Alternative Investments Advisor Relations... ...Investments Advisor Relations Associate will partner with the Sales,...SuggestedTemporary workWork at office- A leading global financial services firm is seeking an Alternative Investment Services Associate in New York. The role involves processing fund activities, maintaining client relationships, and ensuring compliance with risk management policies. Ideal candidates will have...SuggestedWork at office
- Enstar Group is seeking an Investment Associate to support the VP of Alternative Investments with reporting, monitoring, and operational activities in New York. This role involves working with external managers across various asset classes and contributing to the investment...SuggestedRemote job
- ...mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our... ...tax experience in the financial services industry supporting alternative investments (investment partnership and/or mutual fund tax experience...SuggestedLocal area
- SupportFinity™ seeks an Associate for Investment Operations in New York, focusing on managing operational aspects of the Alternative Credit investment portfolio. The ideal candidate will handle investment setup, cash reconciliations, and various reporting tasks. Strong...
- A leading global financial services firm located in New York is hiring an Alternative Investments Advisor Relations Associate. The role involves collaboration with the sales, product, and research teams to manage investor requests and enhance client service. Ideal candidates...
- An alternative investment platform is seeking a Controller for its finance leadership team in New York, NY. This role involves ownership of fund accounting and financial reporting processes, while supporting performance reporting and collaborating with various stakeholders...
- Global Alternative Investment Solutions is responsible for the selection and monitoring of alternative asset managers for the Global Private Bank... ...and real estate. Proven experience in investment management sales; experience within a capital markets environment preferred....
- Asset Management - Special Situations Alternatives Credit Analyst - Vice President New York, NY, United States Job Information Business... ...analysis. The candidate is expected to have relevant and direct investing experience (buy side credit analyst or bank sell side analyst...Full timeWork at office
$145.5k - $168k
PIMCO Ltd. is seeking a Manager, Alternatives Fund Controller to ensure financial oversight for complex private credit funds, supporting... ..., reflecting our commitment to rewarding exceptional performance. #J-18808-Ljbffr PIMCO Ltd. - Pacific Investment Management Company$40 - $46 per hour
Russell Tobin is seeking a Financial Reporting/Fund Accounting Associate located in New York, NY. This role offers a unique... ...finance, alongside 2-4 years of relevant experience in the alternative investments industry. A competitive pay range of $40.00-$46.00/hour is...$310k
Qualifications Mid-level associate with experience in fixed income derivatives and related structured credit transactions. The ideal candidate will have (a) extensive experience with ISDA and MRA/GMRA documentation, (b) significant exposure to structured credit and security...Work at office- ...register to view more details about this job. Investment Property Realty Group ( IPRG ) is a NY/... ...Real Estate Firm focused on the sale of Investment Properties between $1mm and... ...professionals for our Investment Sales Associate positions. The Investment Sales Associate...Work at office
- ...00% Commission-Based Role About the Role Meridian Capital Group is seeking driven, entrepreneurial, and results-oriented Investment Sales Associates to join our Investment Sales Team . This is a commission-only position offering an exceptional opportunity to build a long...Contract workInternshipJanuary startWork at office
- Banco Santander SA is seeking an energetic CIB Associate for Investment Grade Sales in the United States. The role supports distribution and execution of IG credit products to institutional clients and collaborates with sales, research, syndicate and debt capital markets...
- ...reputation of being one of the best firms in the industry. Role Summary This is a front-line deal-sourcing position. As an Investment Sales Associate, your primary responsibility will be to relentlessly pursue off-market opportunities through cold calls, emails, and...Full time
- IPRG is one of NYC's most active middle market investment sales firms — with $4B+ in closed transactions and averaging one to two closings every week. If you're looking to build a career in investment sales at the highest level, this is the opportunity. What You'll Be...For contractors
- A commercial real estate firm in New York seeks motivated Investment Sales Associates to drive business development in investment sales. This role focuses on building relationships, managing exclusive listings, and learning from experienced brokers. Candidates should have...
$145.5k - $168k
...income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit... ...trusted advisor to our clients. Position Description PIMCO's Alternatives platform is a key strategic growth area for the firm, managing...Flexible hoursShift work- PIMCO Europe Ltd. is seeking a Manager, Alternatives Fund Controller to oversee financial accounting and reporting for complex evergreen funds. This role involves collaboration across Portfolio Management, Legal, Tax, and Compliance to ensure effective fund oversight....
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the accounting, reporting and financial statements for alternative investment products in multiple jurisdictions working in...Work at office
$175k - $240k
PIMCO, located in New York, seeks a Vice President, Alternatives Fund Controller, to manage financial oversight for complex evergreen private credit funds. This role requires extensive fund accounting knowledge, with key responsibilities including overseeing fund administrators...- A leading financial services company in Brooklyn is seeking an experienced Alternative Investment Fund Controller to oversee accounting and reporting for alternative investment products. The ideal candidate will manage third-party fund administrators, ensure compliance...
$80k - $125k
...of current and prospective LPs including detailed profiles of investment preferences, sector/geographic focus, interaction history.... ..., fundraising or client-facing role within VC, PE or related alternatives. Strong grasp of fund metrics (IRR, TVPI, MOIC, NAV), financial...$125k - $140.5k
...Alternatives Sales Senior Associate PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating...Flexible hoursShift work$125k - $250k
Goldman Sachs is seeking a candidate for the Client Portfolio Management team focused on growing the QIS Liquid Alternatives business in New York. This role blends client-facing work with product strategy, requiring analytical expertise and effective communication with...- ...professionals looking to advance their careers. The position involves overseeing the accounting and financial reporting for alternative investment funds, coordinating audits, and analyzing fund performance. A CPA certification and 6+ years of accounting/audit experience...
$125k - $250k
...leading asset management firm in New York is seeking a candidate for the Client Portfolio Management team focused on QIS Liquid Alternatives. This role involves engaging with clients, developing product strategies, and leveraging quantitative expertise to drive growth....$100k - $140k
A leading financial services firm in New York City is seeking an experienced Internal Associate for their Alternative Investments Product Specialist team. This role involves supporting business development efforts, providing exceptional product knowledge, and acting as...
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