Associate, Consultant Relations

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm with more than 40 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.

North American Institutional Consultant Relations Team

The North American Institutional Consultant Relations Team is responsible for driving growth across the MSIM platform via the consultant relations channel through the development of new relationships the enhancement of existing relationships and the application of a holistic and partnership-oriented approach to provide a best-in-class consultant and associated client experience. The team works in close partnership with institutional sales relationship management and investment teams to deliver the full breadth of MSIMs investment ideas and solutions.

Highlights & Key Responsibilities

The North American Consultant Relations Team is seeking a collaborative self-motivated and deadline-driven professional to support our institutional consultant relationships and capital raising efforts. The candidate should possess strong communication and analytical skills as responsibilities will include assistance in hosting meetings communicating quantitative and qualitative information preparing competitive analysis on MSIM strategies monitoring consulting firms for updates and engaging with MSIM investment professionals and other internal stakeholders. This position offers high visibility internally providing meaningful opportunities for professional growth and development in a variety of client-facing roles.

Responsibilities include:

• Support 2-3 consultant relations professionals on fostering their consultant relationships capital raising efforts and business management activities
• Work with the consultant relations team to proactively identify business development opportunities within a consultants client roster and help coordinate with relevant institutional sales relationship management and investment team colleagues.
• Assist in responding to consultant inquiries including requests for data materials on our investment capabilities search-related information and other ad-hoc requests
• Coordinate across investment teams and other internal functions to prepare consultant materials
• Contribute to the development and maintenance of business metrics and reports utilizing salesforce and other internal databases
• Work with internal partners to help manage all aspects of the investment and operational due diligence processes.

Qualifications

• Bachelors degree
• 1-4 years of relevant investment management experience
• FINRA Series 7 and 63 required (or willingness to obtain)
• Excellent communication and relationship building skills team-oriented and collaborative
• Ability to work well under pressure including a proven ability to multi-task and prioritize
• A problem-solver who demonstrates effective organization skills and follow-through
• Results-oriented with a bias for action and innovation
• Deeply collaborative in their interaction with colleagues across the firm regardless of function or level
• Technical and aesthetic mastery of PowerPoint Excel and Office
• Intellectual curiosity and self-motivation
• Maturity presence sound judgment and ability to form and express opinions effectively to cross-divisional teams including senior management

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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Expected base pay rates for the role will be between $100000 and $120000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.

Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).