Morgan Stanley

ED, Alternative Investments Attorney

Morgan Stanley$165K — $275K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • J.D. degree required.
  • 5+ years of experience in law, preferably in financial services.
  • Strong understanding of alternative investments and private markets.
  • Ability to interpret U.S. securities laws and related regulations.
  • Experience with co-investments and private securities transactions is beneficial.

Responsibilities

  • Advise on structuring and distribution of alternative investment products.
  • Draft and negotiate various fund-related agreements.
  • Review and provide legal guidance on marketing materials and presentations.
  • Manage outside counsel on projects and offering launches.
  • Review legal documents related to transactions, including NDAs and term sheets.

Benefits

  • Exposure to senior leadership in legal and business areas.
  • Opportunity to work within a collaborative attorney team.
  • Engagement with sophisticated alternative investment products.
  • Access to a broad range of resources across Morgan Stanley's Wealth Management services.
Full Job Description
Morgan Stanley Wealth Management seeks an Executive Director level attorney to support its Alternative Investments and Private Markets platforms. The attorney will advise on the structuring, distribution, marketing, diligence and ongoing support of alternative investment and private markets products and private securities transactions. The position will be based at Wealth Management's headquarters in Purchase, NY.

This is a highly visible role within a sophisticated and fast-growing area of Morgan Stanley Wealth Management. The successful candidate will advise on complex products and transactions involving alternative investment funds, feeder funds, private equity, private credit, hedge funds, co-investments, direct private securities offerings, pre-IPO companies, and other private markets opportunities. The role requires sound legal judgment, strong commercial awareness, and the ability to provide practical, risk-based guidance in a dynamic business and regulatory environment.

The attorney will join a highly collaborative team of alternative investments and private markets attorneys and will report to the Managing Director responsible for legal coverage of these strategically important businesses. This role offers significant exposure to senior legal and business leadership and the opportunity to advise on some of Morgan Stanley Wealth Management's most sophisticated offerings, transactions, and initiatives. The successful candidate will also be a member of a broader group of advisory attorneys covering Morgan Stanley Wealth Management's products and services, and will work closely with legal colleagues across Wealth Management and other Morgan Stanley businesses.

The following is an illustrative, non-exhaustive list of the types of matters the successful candidate will handle:

> The distribution of complex fund or feeder fund offerings, including drafting and negotiating placement agent or other distribution agreements, custom fund offerings, servicing agreements, review of offering documents (e.g., Private Placement Memoranda and Limited Partnership Agreements) and ongoing fund communications.
> Working on transactions involving the distribution of co-investments, secondaries and direct private securities offerings.
> Advising on legal obligations arising in connection with investor relations, fund raising, distribution, marketing, and investing activities.
> Provide legal advice on marketing materials and investor presentations (including track record data).
> Managing outside counsel on offering launches and other projects.
> Reviewing early stage transaction documents (NDAs, term sheets, agreements).
> Negotiating client account documentation related to alternative investment products and services and ongoing corporate communications.
> Interpreting relevant statutes, rules and regulations applicable to wealth management products and services.
> Maintaining form agreements as well as working on discrete projects, regulatory inquiries, fund maintenance and other matters as appropriate.

Experience/Qualifications
> J.D. required.
> A minimum of 5+ years of relevant experience at a top tier law firm and/or in-house, preferably with a financial services firm (including a bank, broker-dealer, investment advisory firm, private equity, real estate or hedge fund).
> Strong experience with alternative investments and/or private markets.
> Experience reviewing and interpreting statutes, rules and regulations, with knowledge of U.S. securities laws (including Investment Advisers Act of 1940, Securities Act of 1933 (including Regulation D), the Securities Exchange Act of 1934, and the Investment Company Act of 1940).
> Experience with co-investments, direct investments and/or secondary transactions in private securities is a plus.
> Experience with broker-dealer/FINRA matters is a plus, along with related experience with applicable ERISA, anti-money laundering, data protection, and tax issues.
> Candidates should have experience in complex transactions and projects and must be able to work independently when needed and also collaborate with cross functional groups.

Expected base pay rates for the role will be between $165,000 and $275,000 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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