Investment Management Sales Associate Investment Management Sales Associate …

Morgan Stanley
in New York, NY
Permanent, Full time
Be the first to apply
Morgan Stanley
in New York, NY
Permanent, Full time
Be the first to apply
Investment Management Sales Associate

Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, operates in 23 countries with $1.5 Tn in assets under management or supervision as of June 30th, 2021. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
The North American institutional sales and consultant relations teams are responsible for selling all of MSIM's investment strategies to North American investment consultants and institutional clients (such as public and private pension funds, corporates, endowments/foundations and insurance companies). We are looking for an analyst or associate to join the team to help support the sales efforts in these channels, and work alongside senior sales professionals covering these clients.

  • Support a team of sales professionals in their work with existing and prospective Institutional Investors (ie. Public Pensions, Corporate Pensions, Endowments, and Foundations) and investment consultants
  • Maintain detailed knowledge of the firm's various investment strategies and prepare thoughtful investment analysis in determining opportunities for cross-selling investment products
  • Work closely with the group's Managing Director to prepare business plans, sales objectives, forecasts, and sales channel reporting
  • Assist with RFP's, coordinate marketing materials for sales people, collaborate with marketing for generic sales presentations, customized client-specific pitch books, and product performance analyses
  • Establish excellent communications across functional areas of the firm-including portfolio management, marketing, legal and client service teams-to ensure seamless execution of business requests
  • Help maintain team pipeline information in firm CRM systems and prepare client activity reports for senior management
  • Maintain detailed client databases and coordinate mass client distributions and communications


  • Bachelor's degree and 2-5 years' relevant sales/marketing experience with an investment management organization or other financial services firm is preferred, proficient with MS Office
  • Series 7/63 licenses to be obtained (MSIM will sponsor candidate's licensing requirements)
  • Excellent communication, interpersonal, and presentation skills
  • High degree of professionalism, organizational and time management skills, with the ability to work well under pressure while managing multiple responsibilities
  • Demonstrated success in taking initiative and delivering immediate and independent action to solve business problems
  • Commitment to a team-oriented environment and a willingness to openly share ideas and leverage the expertise of others in order to generate new ideas
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