Senior Associate, Institutional Sales

Morgan Stanley; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

Morgan Stanley is seeking a Senior Associate to support their Canadian distribution team. The role involves managing client relationships, assisting in fundraises, and delivering analyses on market trends. Candidates should have strong communication skills and a deep understanding of alternative investments.

Benefits

Comprehensive employee benefits

Supportive and inclusive environment

Professional development opportunities

Qualifications

• 4-6 years of experience in financial services, preferably on a distribution team.
• Strong understanding of capital markets and alternative solutions.
• Ability to work under pressure with strong analytical and computer skills.

Responsibilities

• Manage fundraises and diverse client relationships.
• Create presentation decks and track marketing activities.
• Identify new business development opportunities.

Skills

Communication

Relationship Building

Analytical Skills

Attention to Detail

Team Collaboration

Tools

Salesforce

Excel

Job description

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 1,200 offices in 43 countries. 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. Morgan Stanley 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.

Morgan Stanley Investment Management (MSIM), with $1.5 trillion in assets under management is a client-centric organization dedicated to providing investment and risk-management solutions to a wide range of investors worldwide. With over four decades of asset management experience, our investment strategies span the risk / return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. MSIM offers its clients personalized attention, the intelligence and creativity of some of the brightest professionals in the industry, and access to the global resources of Morgan Stanley.

The MSIM Canada distribution Team is responsible for driving growth across the platform in Canada, via institutional and intermediary channels. The team is focused on 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. The Senior Associate role will focus on supporting the sales efforts across distribution channels which include institutional and intermediary opportunities.

Highlights & Key Responsibilities

The MSIM Canada distribution Team is seeking a thoughtful, articulate, results-oriented, and collaborative professional to support our fundraising efforts.

Responsibilities include :

• Working directly with members of the Canadian Distribution team to assist in day-to-day tasks of managing various simultaneous fundraises and diverse client relationships.
• Respond to client and prospect inquiries, including requests for data, search related information and other ad-hoc requests.
• Creating presentation decks (internal and external), set-up of data room, completion of DDQs, diligence requests, and commitment data tracking.
• Tracking sales / marketing activities in the Salesforce system including detailed next steps on a per prospect basis.
• Leveraging alternative databases to run prospect searches and consolidate data / information, work with the findings to present in a comprehensive summary / report as appropriate.
• Working to support Private Wealth distribution by connecting with Financial Advisors across Canada to drive new sales and demand for MSIM solutions focused on Alternatives.
• Proactively identify new business development opportunities and coordinate with relevant sales and investment team colleagues.
• Provide support for Sub-Advisory partnerships.
• Deep understanding of Alternative Investments including Private Credit & Equity
• Maintain a thorough understanding of client firms, including their business strategy and competitors, key decision-makers / influencers and their biases, manager selection process, and communication preferences.
• Communicate competitive intelligence and market trends across MSIM's business unit.

Qualifications :

• 4-6 years of experience in financial services, preferably on a distribution team in Canada
• Strong understanding of the capital markets and alternative solutions, along with experience executing on private capital fundraises
• Knowledgeable of current market trends and the competitive landscape
• Strong communication and relationship building-skills; team-oriented and collaborative
• Ability to work well under pressure including a proven ability to multi-task and prioritize
• Motivated self-starter with "can-do" attitude and approach with attention to detail
• Strong analytical and computer skills; solid Excel skills required for extensive data analyses
• Deeply collaborative in their interaction with colleagues across the firm regardless of function or level; a team player

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 - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.

Create a job alert for this search