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

Morgan Stanley
à New York, NY, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Competitive
Morgan Stanley
à New York, NY, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
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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