Eaton Vance
Associate, Institutional Sales
New York, NY
Dec 4, 2024
Full-time
Full Job Description

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. 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.

The North American Institutional Team is responsible for driving growth across the MSIM platform, via the institutional asset owner and consultant relations channels, 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 consultant and associated client experience.

The North American Institutional Team is seeking a collaborative, self-motivated, and deadline-driven professional to support our institutional capital raising efforts. The candidate should possess strong communication and analytical skills, as responsibilities will include hosting meetings, communicating quantitative and qualitative information, and preparing competitive analysis on MSIM strategies. 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 on their fundraising, relationship and business management activities

- Partner with salespeople to proactively identify prospects and conduct portfolio analysis to position MSIM products most effectively

- Respond to client and prospect inquiries, including requests for data, search related information and other ad-hoc requests

- Coordinate across investment teams and other internal functions to prepare client and prospect materials

- Assist in the development and maintenance of business metrics and reports, utilizing salesforce and other databases

- Bachelor’s degree

- 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 organization skills and follow-through

- Results-oriented with a bias for action and innovation

- Deeply collaborative in their interaction with colleagues across the firm regardless of function or level; a team player

- Technical and aesthetic mastery of PowerPoint, Excel and Office

- Quick learner with clear intellectual curiosity and self-motivation

- Maturity, presence, sound judgment, and ability to form and express opinions effectively to cross-divisional teams, including senior management

Expected base pay rates for the role will be between $100,000 and $115,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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Job Information
Job Category:
Finance
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Associate, Institutional Sales
Eaton Vance
New York, NY
Dec 4, 2024
Full-time
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