2025 Investment Management Summer Analyst Program - Sales (New York)

Acord (association For Cooperative Operations Research And Development); New York (NY); On-site; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking driven analysts to join their Global Distribution Management team. This role offers the chance to engage with institutional clients and work closely with various teams, providing a comprehensive understanding of asset management. You will create insightful analyses, maintain crucial data, and support sales efforts while developing your skills in a dynamic environment. If you're passionate about finance and eager to contribute to a team-oriented setting, this opportunity could be your gateway to a successful career in investment management.

Qualifications

• Pursuing a Bachelor's degree, graduating between December 2025 and June 2026.
• Detail-oriented with strong organizational and analytical skills.

Responsibilities

• Create analysis and presentations relating to business goals and progress.
• Support sales team engagement with institutional investors and consultants.
• Maintain team information in CRM systems and prepare reports.

Skills

Asset Management Interest

Communication Skills

Interpersonal Skills

Presentation Skills

Organizational Skills

Analytical Skills

Quantitative Skills

Self-starter

Team-oriented

Education

Bachelor's degree (in progress)

Tools

Microsoft Excel

Tableau

Job description

Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 3,200 investment professionals around the world and $1.4 trillion in assets under management or supervision as of September 30, 2023. MSIM 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.

Global Distribution Management is responsible for overseeing day-to-day operations, performing in-depth analyses, and proactively driving the strategic priorities of the business. The team focuses on four main areas: business analytics & planning, technology & data management, investment team & sales team reporting, and management reporting & presentations.

North America Institutional Distribution encompasses three underlying teams: North American Institutional Sales, Global Consultant Relations, and Alternatives Distribution Management. Collectively, the teams manage and support MSIM's institutional client relationships, including public & corporate pensions, sovereign wealth funds, insurance companies, endowments, foundations, and their investment consultants.

Incoming analysts will be placed on one team; however, they will have exposure and the opportunity to work closely with all teams under the distribution umbrella.

Responsibilities

• Create analysis and presentations relating to business goals, initiatives, and progress versus benchmarks.
• Maintain team information in CRM systems and prepare analytical reports for senior management.
• Run various daily and ad hoc reports to assist senior management in making strategic decisions.
• Support sales team in their engagement with existing and prospective institutional investors and consultants.
• Maintain detailed knowledge of the firm's investment strategies & institutional client base.
• Prepare business plans, sales objectives, forecasts, client channel reporting, and assist with RFP's.
• Coordinate marketing materials for sales, including client presentations and product performance analyses.
• Execute business requests across functional areas of the firm, including portfolio management, marketing, legal, and client service.
• Maintain sales pipeline and prepare client activity reports for senior management.
• Maintain client databases and coordinate mass client distributions and communications.
• Develop strategic content & deploy firm resources to gain mind share and deepen relationships with MSIM's largest institutional clients and consultants.
• Assist in curating content from across Morgan Stanley platforms, including MSIM, MS Research, and Institutional Securities for deployment to clients.

Alternative Distribution Management

• Assist in day-to-day tasks of managing multiple private alternative fundraises.
• Track sales and marketing activities, maintain pipelines in Excel.
• Organize capital raising strategy including developing prospect lists for the institutional channel in partnership with sales and investment teams.
• Create internal and external presentation decks, populate data room, complete DDQs.
• Leverage alternative databases to run prospect searches and develop comprehensive summaries for use in client targeting.

Qualifications

• Pursuing a Bachelor's degree and will graduate between December 2025 and June 2026.
• Demonstrate interest in asset management and institutional investor landscape.
• Excellent communication, interpersonal, and presentation skills.
• Commitment to a team-oriented environment and a willingness to openly share ideas and leverage the expertise of others in order to generate new ideas.
• Driven, highly motivated, and results-focused self-starter with the ability to work independently.
• Detail oriented with strong organizational, analytical, and quantitative skills.
• Proficiency in Microsoft Excel required; Tableau experience preferred.
• Ability to manage time efficiently and effectively, often within tight time constraints while managing multiple responsibilities.

Application Process and Deadline

In order to be considered, candidates must apply with their resume through the Morgan Stanley website and complete their HireVue digital questionnaire. Resumes will be reviewed on a rolling basis until the role is filled or the application deadline, whichever comes first. Applications must be submitted by Friday, September 20, 2024, at 11:55 PM EST and HireVues completed by Sunday, September 22, 2024, at 11:55 PM EST in order to be considered.

Expected base pay rate for the role will be $43.27 per hour at the commencement of employment. However, base pay is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Morgan Stanley sponsored benefit programs.