Institutional Sales & Capital-Raising Analyst

PowerToFly; New York (NY); On-site; USD 75,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a collaborative, detail-oriented professional to support its North American Institutional Distribution Team in Canada. The role involves assisting sales colleagues, preparing materials, and coordinating with investment teams to position MSIM products for institutional clients.

Ideal candidates will have a Bachelor’s degree, 0–2 years of investment management experience, and strong Excel/PowerPoint skills.

Qualifications

• Bachelor’s degree required and demonstrated interest in investment management.
• Excellent communication and relationship-building skills with cross-divisional teams.
• Ability to multi-task, prioritize, and work under pressure with good follow-through.

Responsibilities

• Support 2-3 salespeople in Canada to foster client relationships and capital raise activities.
• Collaborate with sales and investment teams to identify prospects and prepare analyses.
• Respond to client inquiries and data requests with timely, accurate materials.
• Coordinate across teams to prepare client and prospect materials and analyses.
• Contribute to development and maintenance of business metrics and reports using internal systems.

Skills

Communication

Relationship-building

Multi-tasking

Prioritization

Problem-solving

Results orientation

Team collaboration

Self-motivation

Maturity/Presence

Curiosity

Education

Bachelor’s degree

Tools

PowerPoint

Excel

Office

Job description

Morgan Stanley is seeking a collaborative, detail-oriented professional to support its North American Institutional Distribution Team in Canada. The role involves assisting sales colleagues, preparing materials, and coordinating with investment teams to position MSIM products for institutional clients.

Ideal candidates will have a Bachelor’s degree, 0–2 years of investment management experience, and strong Excel/PowerPoint skills.