North American Institutional Sales Analyst
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Job Location:
New York City, NY - USA
Yearly Salary:
$ 90000 - 110000
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Morgan Stanley Investment Management (MSIM) together with its investment advisory affiliates has more than 1300 investment professionals around the world and $1.7 trillion in assets under management or supervision as of June 30 2025. 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.
North American Institutional Distribution Team
The North American Institutional Distribution Team is responsible for driving growth across MSIMs public and private investment platform via the institutional asset owner client channel (i.e. public & corporate pensions endowments foundations) 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 client experience.
Highlights & Key Responsibilities
The North American Institutional Distribution Team is seeking a collaborative self-motivated and detail-oriented professional to support our institutional client relationships and capital raising efforts. The candidate should possess strong communication and analytical skills as responsibilities will include preparing for and hosting meetings communicating quantitative and qualitative information preparing competitive analysis on MSIM strategies and engaging with clients 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 salespeople in the Central and East regions in their efforts to foster client relationships raise capital and other business management activities
- Partner with salespeople and investment teams to proactively identify prospects and prepare analyses to position MSIM products effectively
- Respond to client and prospect 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 client and prospect materials
- Contribute to the development and maintenance of business metrics and reports utilizing Salesforce and other internal databases
Qualifications
- Bachelors degree
- 0-2 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 organizational skills and follow-through
- Results-oriented with a bias for action and innovation
- Technical and aesthetic proficiency in 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:
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.
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Expected base pay rates for the role will be between $90000 and $110000 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
Key Skills
- Business Development
- Key Decision Makers
- Customer Service
- Revenue Growth
- Regional Sales
- Healthcare
- Distributors
- Account Management
- CRM
- Customer Relationships
- New Customers
- Territory
- Product Line
- Sales Goals
- Sales Process
About Company
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
