Investment Management - Liquidity Sales Desk Analyst Investment Management - Liquidity Sales Desk  …

Morgan Stanley
in New York, NY
Permanent, Full time
Be the first to apply
Competitive
Morgan Stanley
in New York, NY
Permanent, Full time
Be the first to apply
Competitive
Investment Management - Liquidity Sales Desk Analyst
Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than 714 investment professionals around the world and $665 billion in assets under management or supervision as of June 30, 2020. Morgan Stanley Investment Management 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.

Responsibilities:
- Execute institutional sales support for the Global Liquidity Solutions Group (money market funds, ultra short bond funds and separate account business).
- Key responsibility is to support the sales team in developing and executing an optimal client relationship management framework to maintain existing and drive new AUM
- Coordinate with product management team to ensure that territory sales support needs are met in a timely manner
- Manage preparation requirements for client/prospect visits/due-diligence meetings
- Manage and coordinate various aspects of territory management, including conference participation, prospect target research and lists, bi-weekly reporting, and pipeline management
- Manage client communications for general marketing as well as event client specific events/communication needs
- Work closely with Liquidity Management to prepare business plans, sales objectives, forecasts and sales channel reporting
- Establish excellent communications across functional areas of the firm-including portfolio management, marketing, legal, compliance, and client service teams-to ensure seamless execution of business requests

Qualifications:

- Bachelor's degree (with at least some course work Finance or economics)
- 1-3 years of industry experience
- A results-oriented individual who thrives on achievement and performance
- Works effectively and supports a team-oriented approach
- Excellent communications skills (written and oral, including excellent telephone manner), interpersonal and presentation skills.
- Ability to work under pressure and to manage time effectively
- Ability to document sales activity through Sales Management reporting (CRM)
- Advanced knowledge of Microsoft Excel and PowerPoint
- Series 6, 63 and 7 are required within four months of hire date
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