Investment Management – UK Institutional Sales - Analyst / Associate

Investment Management UK Institutional Sales Analyst / Associate(London)

Role

We are seeking a motivated and detail-orientated Analyst / Associate to join the UK Institutional Sales team in our London office. You will ultimately be responsible for supporting the team in asset raising across a variety of institutional clients within the UK including Pensions Schemes Insurers and Family Offices. This is a sales support role with an opportunity to grow into a direct sales role over time.

Morgan Stanley Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services.

As a market leader the talent and passion of our people is critical to our success. Together we share a common set of values rooted in integrity excellence and strong team ethic. We can provide a superior foundation for building a professional career a place for people to learn to achieve and grow. A philosophy that balances personal lifestyles perspectives and needs is an important part of our culture.

Division Profile

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organisations with more than 50 years of history a presence in twenty-four countries and a total of $1.7 trillion in assets under management as of December 31 2024. MSIM 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 responsible for oversight of assets across multiple strategies including liquidity active equity and fixed income multi-strategy and alternatives.

Team Profile

The UK Institutional Sales team is a small and dynamic group within Morgan Stanley Investment Managements Global sales force. Responsible for institutional relationships across Corporate & Local Authority Pension Funds Insurance companies Family Offices Charities Endowments and Foundations. There will be strong collaboration within the team but also a large degree of independence required for this role as client facing team members are often travelling.

What will you be doing

Reporting to the Head of UK Institutional Sales this individual will have the opportunity to:

• Develop a deep understanding of MSIMs suite of investment strategies across Equity Fixed Income and Alternatives
• Assist in the preparation and customisation of client presentations pre-meeting research RFPs and ad-hoc client requests. The candidate may also be required to host client meetings or calls on behalf of others
• Be responsible for market mapping and lead generation. Identifying and prioritising existing and new business opportunities to support the growth of the UK business
• Coordinate client events road shows and meetings representing MSIM in public as appropriate
• Pro-actively develop relationships with other internal departments (product management investment teams marketing etc.) as well as across other divisions of the Firm
• Maintain create and update relevant information in the CRM database including firms key contacts opportunities and meeting notes
• Lead and/or support on key strategic initiatives for the team

What were looking for:

• Strong academic credentials from a leading university; Bachelors Degree ideally in Business Finance or a related field or equivalent
• Relevant experience in a sales support or client service role
• Excellent communication and interpersonal skills both verbal and written
• Highly organized with the ability to manage multiple tasks and deadlines
• Proficiency in the Microsoft Office suite and CRM tools (e.g. Salesforce)
• Investment Management Certificate preferred but not required

Skills that will help you in the role:

• Strong team player ability to collaborate with colleagues across the team MSIM and the broader organisation
• Strong communication and interpersonal skills
• A keen interest in and knowledge of the financial markets across different asset classes
• Outstanding commercial acumen and high degree of attention to detail
• Track-record of being proactive self-motivated and goal-oriented

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.