Investment Management - PSG Client Engagement - Analyst

London

Morgan Stanley Investment Management (MSIM) together with its investment advisory affiliates has more than 1100 investment professionals around the world and $1.5 trillion in assets under management or supervision as of March 31 2024. 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.

The Portfolio Solutions Group is a comprehensive multi-asset business with activity across all asset strategies and types (traditional and alternative) through solutions that span fully liquid (equity fixed income and commodities) comprehensive (public and private assets) and fully private portfolios (private equity private real assets private debt and hedge funds). Offerings are delivered via a managed portfolio or model in discretionary or advisory format. The teams expertise lies in partnering with institutions intermediaries family offices and high net worth investors to understand their unique needs and crafting solutions to help them achieve their overall investment objectives.

PSG Portfolio Specialists drive new business development service existing clients and perform research to create content for distribution. The Portfolio Specialist will work with the team on client requests answering specific questions and performing regular portfolio reviews as well as acting as a liaison with the investment teams internal departments (sales marketing product development etc) and clients or prospects. The level for this role is Analyst.

KEY RESPONSIBILITIES:

• Play a key support role in PSG business development by updating and customizing marketing materials gathering new business opportunities and serving as a resource for new and existing client inquiries.

• Assist in the completion of Request for Proposals (RFPs) and other client questionnaires.

• Alongside other Portfolio Specialists on the team contribute to managing existing client relationships and help coordinate client deliverables and review meetings.

• Support the production of thoughtful and timely market outlook portfolio activity and thematic investment content for existing and prospective clients.

• Work alongside sales and other Portfolio Specialists on the team to help organize roadshows and meetings to promote the PSG offerings and drive new business.

• Perform market research to keep abreast of product trends and ensure PSGs product suite is innovative and in line with sales teams expectations.

• Liaise with other teams within MSIM including Legal Compliance Risk Sales Marketing and Product Management to ensure successful coordination and servicing of client accounts particularly as it relates to materials.

• Provide ongoing support to the Portfolio Specialist team on ad-hoc requests. Liaise with Mumbai-based colleagues on client reports market commentaries and required client deliverables.

Qualifications

• An undergraduate in business finance marketing or other related field.

• Knowledge of multi-asset and/or alternative investments beneficial.

• Spanish Arabic or Mandarin speaking beneficial.

• 0-3years of experience in the financial services industry in an investment/portfolio specialist sales investor relations business development or marketing capacity preferred.

• Excellent written and verbal communication skills.

• Ability to manage and execute simultaneous projects and tasks without reminders.

• Strong attention to detail.

• Team player who enjoys working with others and reaching out proactively throughout the firm to gather information.

• PSG serves a global client base. Willingness to provide exceptional ongoing and bespoke service requires flexibility meeting tight timelines and thriving in a fast-paced work environment.

• Experience reviewing complex financial data sets is a plus.

• Highly proficient in PowerPoint Word and Excel.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement
Interested in flexible working opportunities Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds talents perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting developing and advancing individuals based on their skills and talents.