Senior Associate, Institutional Sales

Morgan Stanley; Toronto; On-site; CAD 75,000 - 95,000; Full time

Job summary

A leading global financial services firm is seeking a Senior Associate for Institutional Sales in Toronto. The role involves supporting sales efforts, managing client relationships, and understanding alternative investments. Ideal candidates have 4-6 years of experience in financial services and strong communication skills. Full-time position offering a collaborative work environment and excellent opportunities for career growth.

Benefits

Comprehensive employee benefits

Opportunity for career growth

Supportive and inclusive work environment

Qualifications

• 4-6 years of experience in financial services, preferably on a distribution team in Canada.
• Strong understanding of alternative investments like Private Credit & Equity.
• Motivated self-starter with a 'can-do' attitude and attention to detail.

Responsibilities

• Assist in day-to-day tasks of managing various fundraises and client relationships.
• Respond to client inquiries including requests for data and other ad-hoc requests.
• Create presentation decks and track sales activities in Salesforce.

Skills

Experience in financial services

Strong understanding of capital markets

Communication skills

Analytical skills

Relationship building

Education

Bachelor's degree

Tools

Salesforce

Excel

Job description

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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 1,200 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.

Morgan Stanley Investment Management (MSIM) – Canada

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

Bachelor’s degree

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.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

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