✦ Luna Orbit — Finance & Accounting

Institutional Product Manager - OCIO Investment Team, Executive Director

at Morgan Stanley

📍 2 Locations Unknown Posted March 13, 2026
Type Not Specified
Experience senior
Exp. Years 5+ years
Education Not specified
Category Finance & Accounting

This role involves managing institutional investment products, conducting due diligence, structuring offerings, and coordinating with various teams to deliver investment solutions to clients.

  • Lead investment due diligence
  • Structure investment products
  • Manage stakeholder relationships
  • Ensure product catalog accuracy
  • Coordinate with research and legal teams

Focuses on investment product analysis, due diligence, structuring, and stakeholder collaboration within a financial services environment.

The ideal candidate is a senior institutional product manager with 5+ years of experience in investment product structuring, due diligence, and stakeholder management within the financial services industry, particularly in institutional investment solutions.

Investment product knowledgeStakeholder managementProject managementInvestment due diligence
Legal and compliance knowledgeProduct cataloguingInstitutional investment experience
Portfolio Management SystemsResearch PlatformsLegal & Compliance Tools
Investment Due DiligenceProduct StructuringPortfolio ManagementCITsLimited PartnershipsAccount CataloguingStakeholder ManagementProject Management
Investment Due DiligenceProduct StructuringPortfolio ManagementCITs (Collective Investment Trusts)Limited PartnershipsAccount CataloguingStakeholder ManagementProject Management
LeadershipStakeholder CommunicationTeam ManagementCollaborationAnalytical Thinking
Industry Financial Services / Wealth Management / Investment
Job Function Institutional investment product management and development
Role Subtype Product Manager
Institutional Product ManagerInvestment Due DiligenceProduct StructuringPortfolio ManagementCITsLimited PartnershipsAccount CataloguingStakeholder ManagementProject ManagementMorgan StanleyFinancial AdvisorsInvestment SolutionsAsset ManagementInstitutional InvestmentLegal & Compliance

Lack of experience in institutional investment products, No stakeholder or project management background, Inability to handle complex investment processes

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