Institutional Sales Support 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 Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 26 countries with $2 Tn in assets under management or supervision as of June 30, 2026. 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.

North American Institutional Distribution Team

The North American Institutional Distribution Team is responsible for driving growth across MSIM’s public and private investment platform, via the institutional asset owner client channel (i.e., public & corporate pensions, endowments, foundations), through 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.

Highlights & Key Responsibilities

The North American Institutional Distribution Team is seeking a collaborative, self-motivated, and detail-oriented professional to support our institutional client relationships and capital raising efforts in Canada. The candidate should possess strong communication and analytical skills, as responsibilities will include preparing for and hosting meetings, communicating quantitative and qualitative information, preparing competitive analysis on MSIM strategies, and engaging with clients, MSIM investment professionals and other internal stakeholders. This position offers high visibility internally, providing meaningful opportunities for professional growth and development in a variety of client-facing roles.

Responsibilities Include:

• Support 2-3 salespeople in the Canadian marketplace in their efforts to foster client relationships, raise capital, and other business management activities
• Partner with salespeople and investment teams to proactively identify prospects and prepare analyses to position MSIM products effectively
• Respond to client and prospect inquiries, including requests for data, materials on our investment capabilities, search-related information and other ad-hoc requests
• Coordinate across investment teams and other internal functions to prepare client and prospect materials
• Contribute to the development and maintenance of business metrics and reports, utilizing Salesforce and other internal databases

Qualifications:

• Bachelor’s degree
• 0-2 years of relevant investment management experience
• FINRA Series 7 and 63 required (or willingness to obtain)
• Excellent communication and relationship-building skills, team-oriented and collaborative
• Ability to work well under pressure including a proven ability to multi-task and prioritize
• A problem-solver who demonstrates effective organizational skills and follow-through
• Results-oriented with a bias for action and innovation
• Technical and aesthetic proficiency in PowerPoint, Excel and Office
• Intellectual curiosity and self-motivation
• Maturity, presence, sound judgment, and ability to form and express opinions effectively to cross-divisional teams, including senior management

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

Expected base pay rates for the role will be between $75,000 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.