Morgan Stanley

Associate, Institutional Business Development - Parametric

Morgan Stanley$70K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree or equivalent required
  • CFA preferred, or progress towards it
  • FINRA Series 3, 7, and 63 preferred; must obtain within one year if hired
  • 2-4 years of experience in investment management
  • Self-motivated, detail-oriented professional with a career interest in institutional investors
  • Strong written and oral communication skills
  • Proficient in Microsoft Office; Salesforce experience is a plus

Responsibilities

  • Support Institutional Business Development Directors in building relationships and driving sales
  • Prepare various materials for prospective investors and streamline internal requests
  • Create standardized preparation packages for investor meetings
  • Maintain CRM (Salesforce) for pipeline reporting and contact updates
  • Profile potential investors and assist in preparing formal proposals
  • Execute process improvements to enhance team efficiency
  • Collaborate with institutional distribution team on ad-hoc projects

Benefits

  • Hybrid working model with 3 days in-office and 2 days remote
  • Collaborative team environment
  • Opportunity for long-term career growth in financial industry
  • Involvement in diverse, cross-functional projects
  • Emphasis on personal contributions beyond assigned tasks
Full Job Description

This role is part of Parametric's hybrid working model, which requires working in the office 3 days a week and remotely the remaining days of the week.

ABOUT THE ROLE
The Associate, Institutional Business Development provides ongoing support to the Institutional Sales and Service Team as a key member of the Business Development group. Perform activities including institutional sales pipeline reporting and opportunity tracking, CRM maintenance, support of business development meetings, investor on-site due diligence visits and roadshow planning, and preparation of meeting materials.

PRIMARY RESPONSIBILITIES

  • Work in conjunction with two dedicated Institutional Business Development Directors to identify, build, and strengthen relationships and drive new sales activity within their defined territories.
  • Assists with the preparation of materials for prospective investors including standard and custom decks, product summaries, white papers, etc. Works with internal teams to streamline requests and production of materials.
  • Create and deliver standardized meeting preparation packages to ensure Business Development Directors and Investment Professionals are best prepared when meeting with prospective investors.
  • Performs CRM System (Salesforce) maintenance with primary responsibility for creating and managing pipeline and opportunity reports, contact and organization updates, material requests, etc.
  • Profile/pre-qualify potential investors for various investment strategies, and assist in the creation of subsequent formal business proposals.
  • Responsible for workflow, process improvement execution, and ad-hoc projects to make the team more efficient, working with other members of the institutional distribution team (consultant relations and relationship management) as necessary.

JOB QUALIFICATIONS

  • Bachelor’s degree or equivalent is required
  • CFA, or progress towards, preferred.
  • FINRA Series 3, 7, and 63 preferred; if hired, must obtain FINRA Series 3, 7, and 63 within one-year of employment.
  • 2 - 4 years’ experience working in the investment management industry
  • Dedicated, self-motivated, detail oriented, and confident individual who is interested in the financial industry and seeks a long-term career working with institutional investors
  • Strong attention to detail
  • Proficient in Microsoft Office applications, Salesforce a plus
  • Strong written and oral communication skills
  • Works well within a team environment
  • Ability to solve problems and build strong relationships within and across functional departments

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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