Morgan Stanley is seeking an experienced Institutional Product Manager to join their OCIO Investment Team. The role involves managing stakeholder relationships, overseeing investment due diligence, and structuring institutional investment products to meet client needs.

• Bachelor’s degree in Finance, Business Administration, or a related field; advanced degree or relevant professional certification preferred
• Minimum of 10+ years of experience in the institutional investment marketplace, focusing on product management and development
• Demonstrated experience in an investment due diligence function across multiple asset classes
• Strong understanding of institutional investment products, including CITs, Separate Accounts, and LPs
• Proven experience in stakeholder and project management
• Excellent negotiation skills and experience working with legal, risk, and compliance teams
• Proficiency in using investment manager databases and tools such as eVestment and Morningstar
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Detail-oriented with the ability to multi-task
• FINRA Series 7 and 63 licenses required or willingness to obtain within 120 days of hire

• Lead and manage multi-stage processes, ensuring effective communication and collaboration with stakeholders
• Coordinate with manager research, legal, risk, compliance, and wealth management product teams
• Develop and maintain strong relationships with key stakeholders
• Manage a due diligence team focused on institutional investment research
• Conduct initial investment due diligence to assess the viability of institutional investment products
• Structure and define institutional investment products to meet client needs
• Ensure all institutional products are catalogued accurately and updated regularly
• Ensure formal oversight on ongoing investment and operational diligence
• Provide regular, detailed reporting of qualitative and quantitative analysis
• Negotiate terms and conditions of institutional investment products
• Ensure all agreements and contracts are compliant with legal and regulatory standards
• Demonstrate broad product knowledge across various investment types
• Stay informed about market trends and developments
• Utilize investment manager databases and tools to support product sourcing
• Analyze data to identify opportunities for product enhancements

• Morgan Stanley offers extensive benefits that support employees’ careers, health, finances, and families, including top-tier medical coverage, mental health support, generous parental leave, fertility and family-building benefits, and robust retirement and stock purchase plans. Employees also gain access to continuous learning and networking opportunities, volunteer and giving programs aligned with the firm’s values, and hundreds of lifestyle perks like discounted products, cultural and entertainment tickets, and commuter savings.