Strategic Institutional Sales Support—Canada

Morgan-Stanley; Town of Islip (NY); On-site; USD 75,000 - 90,000; Full time

Job summary

Morgan Stanley Investment Management (MSIM) is seeking a collaborative professional to support institutional client relationships and capital-raising in Canada within the North American Institutional Distribution Team. The role involves preparing for and hosting meetings, communicating data-driven information, and coordinating with internal teams to position MSIM products effectively.

Ideal candidates have a Bachelor’s degree, 0-2 years in investment management, FINRA Series 7 and 63 (or

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 multi-task and prioritize under pressure.
• Problem-solver with strong organizational skills and follow-through.
• Results-oriented with a bias for action and innovation.
• Technical proficiency in PowerPoint, Excel and Office.
• Intellectual curiosity and self-motivation; maturity and judgment to interact with senior management.

Responsibilities

• 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

Job description

Morgan Stanley Investment Management (MSIM) is seeking a collaborative professional to support institutional client relationships and capital-raising in Canada within the North American Institutional Distribution Team. The role involves preparing for and hosting meetings, communicating data-driven information, and coordinating with internal teams to position MSIM products effectively.

Ideal candidates have a Bachelor’s degree, 0-2 years in investment management, FINRA Series 7 and 63 (or