Investment Management – UK Institutional Sales - Analyst / Associate

Morgan Stanley; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A global financial services firm is seeking a motivated Analyst/Associate for the UK Institutional Sales team in London. You'll support asset raising across various institutional clients and have opportunities to grow into a sales role. Ideal candidates have strong communication skills, relevant experience, and organizational abilities. The role offers a collaborative work environment with opportunities for professional development.

Benefits

Comprehensive employee benefits

Flexible working arrangements

Qualifications

• Relevant experience in a sales support or client service role.
• Ability to manage multiple tasks and deadlines.

Responsibilities

• Develop a deep understanding of MSIM’s investment strategies.
• Assist in preparing client presentations and market mapping.
• Coordinate client events and maintain CRM database.

Skills

Excellent communication and interpersonal skills

Highly organized

Investment Management Certificate (preferred)

Strong team player

Proficiency in Microsoft Office suite

Attention to detail

Strong academic credentials

Education

Bachelor's Degree in Business, Finance, or related field

Tools

CRM tools (e.g., Salesforce)

Job description

Investment Management – UK Institutional Sales – Analyst / Associate (London)

Role

We are seeking a motivated and detail-orientated Analyst / Associate to join the UK Institutional Sales team in our London office. You will ultimately be responsible for supporting the team in asset raising across a variety of institutional clients within the UK, including Pensions Schemes, Insurers and Family Offices. This is a sales support role, with an opportunity to grow into a direct sales role over time.

Morgan Stanley Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

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. We 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.

Division Profile

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organisations with more than 50 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, responsible for oversight of assets across multiple strategies including liquidity, active equity and fixed income, multi-strategy and alternatives.

Team Profile

The UK Institutional Sales team is a small and dynamic group within Morgan Stanley Investment Management’s Global sales force. Responsible for institutional relationships across Corporate & Local Authority Pension Funds, Insurance companies, Family Offices, Charities, Endowments and Foundations. There will be strong collaboration within the team, but also a large degree of independence required for this role, as client facing team members are often travelling.

What will you be doing?

Reporting to the Head of UK Institutional Sales, this individual will have the opportunity to:

• Develop a deep understanding of MSIM’s suite of investment strategies across Equity, Fixed Income and Alternatives
• Assist in the preparation and customisation of client presentations, pre-meeting research, RFPs and ad-hoc client requests. The candidate may also be required to host client meetings or calls on behalf of others
• Be responsible for market mapping and lead generation. Identifying and prioritising existing and new business opportunities to support the growth of the UK business
• Coordinate client events, road shows and meetings, representing MSIM in public as appropriate
• Pro-actively develop relationships with other internal departments (product management, investment teams, marketing, etc.) as well as across other divisions of the Firm
• Maintain, create and update relevant information in the CRM database, including firms, key contacts, opportunities and meeting notes
• Lead and/or support on key strategic initiatives for the team
  
  

What We’re Looking For

• Strong academic credentials from a leading university; Bachelor's Degree ideally in Business, Finance or a related field, or equivalent
• Relevant experience in a sales support or client service role
• Excellent communication and interpersonal skills, both verbal and written
• Highly organized with the ability to manage multiple tasks and deadlines
• Proficiency in the Microsoft Office suite and CRM tools (e.g. Salesforce)
• Investment Management Certificate preferred but not required
  
  

Skills That Will Help You In The Role

• Strong team player, ability to collaborate with colleagues across the team, MSIM and the broader organisation
• Strong communication and interpersonal skills
• A keen interest in, and knowledge of, the financial markets across different asset classes
• Outstanding commercial acumen and high degree of attention to detail
• Track-record of being proactive, self-motivated, and goal-oriented
  
  

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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Certified Persons Regulatory Requirements

If t his role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement

Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.