Alternative Investments Transfers, AVP | eFinancialCareers

Alternative Investments Transfers, AVP

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management 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.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide an outstanding foundation for building a professional career – a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. 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.

MSWM’s Alternative Investments business is an industry leading provider of alternative investments with more than $140B in assets under management* across a wide array of products, including, but not limited to hedge funds, funds of hedge funds, managed futures, private equity, private credit, real estate funds, exchange funds, real assets and digital assets.

The Alternative Investments business mission is to provide MSWM clients with a unique, world-class, diverse array of alternative investment products and services through product origination and sourcing, product management and client servicing as well as sales and marketing. It is one of the fastest growing businesses at the Firm and in the industry.

The Alternative Investments Transfers for Liquid Products Assistant Vice President will be responsible for transfers across a wide spectrum of alternative investments products. This role requires the ability to communicate effectively with, as well as influence, internal and external partners, including but not limited to financial advisors and their teams, asset managers and fund administrators. In addition, the role will require tactical and strategic thought leadership focused on continual process and efficiency improvements as the industry continues to rapidly evolve.



  • • 5+ years’ experience in financial services related field
  • • Inquisitive, creative thinker who is motivated to learn and driven to achieve exceptional results
  • • Strong attention to detail and ability to work autonomously
  • • Excellent oral and written communication skills
  • • Ability to multi-task in a fast-paced, changing environment
  • • Strong work ethic and interest in improving business, technical and operational processes
  • • Ability to make connections across multiple data sources
  • • Strong analytic experience
  • • Bachelor’s degree or equivalent experience required
  • • Securities licensing (SIE and Series 7 or 99) required
  • • Strong working knowledge with Excel

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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