Liquidity Sales Desk MSIM Analyst

Morgan Stanley

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profile Job Location:

New York City, NY - USA

profile Yearly Salary: $ 70000 - 125000
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

The Liquidity Sales Desk Analyst is a key member of the U.S. Liquidity Sales Support team within MSIM Global Liquidity. This role supports corporate financial institution and cross-divisional sales efforts by providing analytical operational and client-focused assistance to drive distribution of the firms liquidity solutions. The analyst partners closely with sales portfolio management marketing operations and compliance to ensure an efficient and high-quality client experience. This position is based in New York and offers an opportunity to gain deep exposure to money markets short-duration products and institutional liquidity clients.

About IM Global Liquidity: Our Global Liquidity team manages over $353 billion in assets under management across domestic 2a-7 money market funds offshore UCITS money market funds domestic ultra-short bond funds and separately managed accounts. IM Global Liquidity is also focused on bringing the latest technology solutions and services to our clients including an expanding cash-management investment portal and related technologies.

Responsibilities

  • Execute institutional sales support for the Global Liquidity Solutions Group (money market funds ultra-short bond funds and separate account business).
  • Support the sales team in developing and executing an optimal client-relationship management framework to maintain existing and drive new AUM.
  • Manage and coordinate various aspects of territory management including conference participation prospect research and lists bi-weekly reporting and pipeline management.
  • Manage client communications for general marketing as well as event- or client-specific communications.
  • Work closely with Liquidity Management to prepare business plans sales objectives forecasts and sales channel reporting.
  • Establish excellent communications across functional areas of the firm including portfolio management marketing legal compliance and client service teams to ensure seamless execution of business requests.
  • Support onboarding of new institutional clients across corporate and financial institution channels.
  • Maintain sales dashboards CRM entries and activity reports to ensure accurate and timely data for senior leadership.
  • Develop proficiency in money market funds SMAs and short-term fixed income instruments.

Qualifications

Required

  • Bachelors degree in finance economics business or related field with at least some coursework in finance or economics.
  • 1 to 3 years of industry experience.
  • Strong analytical quantitative and problem-solving skills.
  • Excellent written and verbal communication abilities including telephone manner; interpersonal and presentation skills.
  • High attention to detail with the ability to manage multiple priorities and work effectively under pressure in a fast-paced environment.
  • Proficiency with AI tools and advanced knowledge of Excel PowerPoint and CRM systems; ability to document sales activity through CRM.
  • Ability to work under pressure and to manage time effectively.
  • Results-oriented individual who thrives on achievement and performance.
  • Works effectively and supports a team-oriented approach.

Preferred

  • Prior internship or experience in asset management capital markets sales support or financial services.
  • Familiarity with money markets liquidity management or fixed income products.
  • Proactive client-focused mindset.
  • Strong teamwork and collaboration skills.
  • Ability to work effectively with senior sales professionals.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 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.

To learn more about our offices across the globe please copy and paste into your browser.

Expected base pay rates for the role will be between and $70000 - $125000 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).


Required Experience:

IC

The Liquidity Sales Desk Analyst is a key member of the U.S. Liquidity Sales Support team within MSIM Global Liquidity. This role supports corporate financial institution and cross-divisional sales efforts by providing analytical operational and client-focused assistance to drive distribution of the...
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Key Skills

  • Sales Experience
  • Microsoft Access
  • Power BI
  • Pivot tables
  • Analysis Skills
  • Microsoft Powerpoint
  • Retail Link
  • Salesforce
  • Microsoft Excel
  • Sales Analysis
  • CRM Software
  • Data Analysis Skills

About Company

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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1, ... View more

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