2025 Investment Management Summer Analyst Program - Sales (New York)
Morgan Stanley
Application
Details
Posted: 19-Jun-24
Location: New York, New York
Type: Full-time
Salary: Open
Internal Number: 20750188
Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 3,200 investment professionals around the world and $1.4 trillion in assets under management or supervision as of September 30, 2023. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide.
Global Distribution Management is responsible for overseeing day-to-day operations, performing in-depth analyses, and proactively driving the strategic priorities of the business. The team focuses on four main areas: business analytics & planning, technology & data management, investment team & sales team reporting, and management reporting & presentations
North America Institutional Distribution encompasses three underlying teams: North American Institutional Sales, Global Consultant Relations, and Alternatives Distribution Management. Collectively, the teams manage and support MSIM's institutional client relationships, including public & corporate pensions, sovereign wealth funds, insurance companies, endowments, foundations and their investment consultants.
Incoming analysts will be placed on one team; however, they will have exposure and the opportunity to work closely with all teams under the distribution umbrella. Global Distribution Management The team acts as a central point of coordination between the Sales organization and other functions within Investment Management, resulting in activities and responsibilities that are varied, challenging and interesting. The scope of team responsibilities includes all business administration matters, provision of management information, sales practices and involvement in any project or development that impacts the sales and distribution activities conducted by the business. The team interacts across all levels within the sales organization, from senior sales management to junior sales support team members.
Create analysis and presentations relating to business goals, initiatives, and progress versus benchmarks
Maintain team information in CRM systems and prepare analytical reports for senior management
Run various daily and ad hoc reports to assist senior management in making strategic decisions
North American Institutional Sales and Global Consultant Relations
Responsible for coverage of institutional clients and consultants for all MSIM products and services.
Support sales team in their engagement with existing and prospective institutional investors and consultants
Maintain detailed knowledge of the firm's investment strategies & institutional client base
Prepare business plans, sales objectives, forecasts, client channel reporting and assist with RFP's
Coordinate marketing materials for sales, including client presentations and product performance analyses
Execute business requests across functional areas of the firm, including portfolio management, marketing, legal and client service
Maintain sales pipeline and prepare client activity reports for senior management
Maintain client databases and coordinate mass client distributions and communications
Develop strategic content & deploy firm resources to gain mind share and deepen relationships with MSIM's largest institutional clients and consultants
Assist in Curating content from across Morgan Stanley platforms, including MSIM, MS Research and Institutional Securities for deployment to clients
Alternative Distribution Management Responsible for capital raising strategy and distribution of private alternatives across the institutional client channel.
Assist in day-to-day tasks of managing multiple private alternative fundraises
Track sales and marketing activities, maintain pipelines in excel
Organize capital raising strategy including developing prospect lists for the institutional channel in partnership with sales and investment teams
Create internal and external presentation decks, populate data room, complete DDQs
Leverage alternative databases to run prospect searches and develop comprehensive summaries for use in client targeting
Qualifications
Pursuing a Bachelor's degree and will graduate between December 2025 and June 2026
Demonstrate interest in asset management and institutional investor landscape
Excellent communication, interpersonal, and presentation skills
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
Driven, highly motivated and results-focused self-starter with the ability to work independently
Detail oriented with strong organizational, analytical and quantitative skills
Proficiency in Microsoft Excel required; Tableau experience preferred
Ability to manage time efficiently and effectively, often within tight time constraints while managing multiple responsibilities
Application Process and Deadline In order to be considered, candidates must apply with their resume through the Morgan Stanley website and complete their HireVue digital questionnaire. Resumes will be reviewed on a rolling basis until the role is filled or the application deadline, whichever comes first. Applications must be submitted by Friday, September 20, 2024 at 11:55 PM EST and HireVues completed by Sunday, September 22, 2024 at 11:55 PM EST in order to be considered.
Expected base pay rate for the role will be $43.27 per hour at the commencement of employment. However, base pay is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Morgan Stanley sponsored benefit programs.