Investment Management Summer Analyst – Sales

Job Description

About Morgan Stanley Investment Management

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has over 3,200 investment professionals worldwide and manages or supervises $1.4 trillion in assets as of September 30, 2023. Their mission is to provide strong long-term investment performance, outstanding service, and a comprehensive suite of investment management solutions to a diverse client base, including governments, institutions, corporations, and individuals worldwide.

Job Description – 2025 Investment Management Summer Analyst Program – Sales (New York)

This program offers a unique opportunity to gain valuable experience within the dynamic world of institutional sales and distribution within Morgan Stanley Investment Management. As a Summer Analyst, you’ll be part of one of three core teams:

1. Global Distribution Management: This team acts as a central point of coordination between the Sales organization and other functions within Investment Management. Responsibilities are varied and include:

• Business Analysis & Planning: Create analysis and presentations relating to business goals, initiatives, and progress versus benchmarks.
• Technology & Data Management: Maintain team information in CRM systems and prepare analytical reports for senior management.
• Reporting: Run various daily and ad hoc reports to assist senior management in making strategic decisions.

2. North American Institutional Sales & Global Consultant Relations: This team focuses on building and maintaining relationships with institutional clients and consultants for all MSIM products and services. Responsibilities include:

• Client Engagement: Support the sales team in engaging with existing and prospective institutional investors and consultants.
• Investment Knowledge: Maintain detailed knowledge of the firm’s investment strategies and institutional client base.
• Sales Support: Prepare business plans, sales objectives, forecasts, client channel reporting, and assist with RFPs.
• Marketing: Coordinate marketing materials for sales, including client presentations and product performance analyses.
• Client Service: Execute business requests across functional areas of the firm, including portfolio management, marketing, legal, and client service.
• Pipeline Management: Maintain sales pipeline and prepare client activity reports for senior management.
• Relationship Building: Develop strategic content and deploy firm resources to gain mind share and deepen relationships with MSIM’s largest institutional clients and consultants.

3. Alternative Distribution Management: This team focuses on capital raising strategy and distribution of private alternatives across the institutional client channel. Responsibilities include:

• Fundraising: Assist in day-to-day tasks of managing multiple private alternative fundraises.
• Sales & Marketing: Track sales and marketing activities, maintain pipelines, and organize capital raising strategies.
• Client Targeting: Develop prospect lists for the institutional channel in partnership with sales and investment teams.
• Presentation Development: Create internal and external presentation decks, populate data rooms, and complete DDQs.
• Database Management: 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 the institutional investor landscape.
• Excellent communication, interpersonal, and presentation skills.
• Commitment to a team-oriented environment and a willingness to share ideas and leverage others’ expertise.
• 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 within tight time constraints while managing multiple responsibilities.

Application Process & Deadline:

To apply, submit your resume through the Morgan Stanley website and complete their HireVue digital questionnaire. Resumes are reviewed on a rolling basis until the role is filled or the application deadline. 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 to be considered.

Compensation:

The expected base pay rate for the role is $43.27 per hour at the commencement of employment. Total compensation may also include discretionary bonuses and other Morgan Stanley sponsored benefit programs.