Morgan Stanley

Institutional Sales Support Analyst

Morgan Stanley$75K — $90K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in relevant field
  • 0-2 years of relevant investment management experience
  • FINRA Series 7 and 63 required (or willingness to obtain)
  • Strong communication and relationship-building skills
  • Ability to work well under pressure and prioritize effectively
  • Proficient in PowerPoint, Excel, and Office suite
  • Intellectual curiosity and self-motivated attitude

Responsibilities

  • Support 2-3 salespeople focused on the Canadian market in nurturing client relationships and capital raising
  • Collaborate with sales and investment teams to identify prospects and prepare effective product analyses
  • Respond to inquiries from clients and prospects regarding investment capabilities and other information
  • Coordinate preparation of client and prospect materials with investment teams and other departments
  • Develop and maintain business metrics and reports using Salesforce and internal databases

Benefits

  • Opportunities for professional growth and development in client-facing roles
  • High visibility and participation in capital raising activities
  • Collaborative work environment with strong team support
  • Engagement with senior management and cross-divisional teams
  • Access to Morgan Stanley's global office resources and programs
Full Job Description
North American Institutional Distribution Team

The North American Institutional Distribution Team is responsible for driving growth across MSIM's public and private investment platform, via the institutional asset owner client channel (i.e., public & corporate pensions, endowments, foundations), 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 client experience.

Highlights & Key Responsibilities

The North American Institutional Distribution Team is seeking a collaborative, self-motivated, and detail-oriented professional to support our institutional client relationships and capital raising efforts in Canada. The candidate should possess strong communication and analytical skills, as responsibilities will include preparing for and hosting meetings, communicating quantitative and qualitative information, preparing competitive analysis on MSIM strategies, and engaging with clients, MSIM investment professionals and other internal stakeholders. 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 in the Canadian marketplace in their efforts to foster client relationships, raise capital, and other business management activities
  • Partner with salespeople and investment teams to proactively identify prospects and prepare analyses to position MSIM products effectively
  • Respond to client and prospect inquiries, including requests for data, materials on our investment capabilities, search-related information and other ad-hoc requests
  • Coordinate across investment teams and other internal functions to prepare client and prospect materials
  • Contribute to the development and maintenance of business metrics and reports, utilizing Salesforce and other internal databases


Qualifications:
  • Bachelor's degree
  • 0-2 years of relevant investment management experience
  • 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 organizational skills and follow-through
  • Results-oriented with a bias for action and innovation
  • Technical and aesthetic proficiency in PowerPoint, Excel and Office
  • 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 $75,000 and $90,000 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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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