Morgan Stanley

Latam and US Offshore Sales Analyst/Associate

Morgan Stanley • $70K — $124K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-3 years of sales experience in offshore asset management for Latin America and US non-resident clients.
  • Strong understanding of financial markets and offshore investment vehicles.
  • Quantitative and financial analysis skills are advantageous.
  • Excellent communication and interpersonal abilities at all organizational levels.
  • Highly organized and motivated, thriving in a fast-paced environment.
  • Flexibility to adapt and shift focus as priorities change.
  • FINRA Series 7 and 63 required; CFA/CIMA is a bonus.
  • Fluency in Spanish is required; Portuguese is a strong plus.

Responsibilities

  • Support the external sales team as a point of contact for institutional and intermediary clients.
  • Provide internal sales support for financial advisors and private bankers.
  • Coordinate logistics for client events, meetings, and road shows.
  • Develop a thorough understanding of MSIM's funds and investment strategies.
  • Communicate MSIM product information to clients, explaining the investment process.
  • Collaborate with the sales team on business plans and sales reports.
  • Maintain and report on sales opportunities and pipeline using Salesforce.
  • Work with marketing on creating client-oriented publications and collateral.
  • Assist with intermediary onboarding and due diligence in conjunction with control partners.
  • Coordinate operational support with Client Services in the US and Luxembourg.

Benefits

  • Opportunities for performance-based incentives and bonuses.
  • Collaboration with a dynamic and experienced team.
  • Access to professional development and training programs.
  • Participation in client-facing events and conferences.
  • Supportive work culture in a prestigious financial institution.
Full Job Description
The individual would be part of the Latin America and US Offshore Sales team at Morgan Stanley Investment Management. The individual will support senior sales colleagues with maintaining business relationships with institutional and intermediary clients. The role would have additional sales responsibilities covering financial advisors, private bankers and other US Offshore intermediary clients in Florida, New York, Texas and California. The position will be based in New York, NY. Responsibilities: • Support external sales team as an internal point person for existing and prospective institutional and intermediary clients. • Additional sales responsibilities include providing internal support in covering financial advisors, private bankers and other US Offshore intermediary clients. • Coordinate/Schedule client events/conferences, road shows and meetings as well as logistics for these initiatives. Responsible for trip/client follow up. • Develop a deep understanding of MSIM's suite of funds and investment strategies. • Communicate MSIM product information to clients and explain the investment philosophy and process. • Working closely with the sales team to help prepare business plans, sales channel reporting or other internal management requests for the business. • Maintaining, creating, updating and reporting sales opportunities/pipelines/meeting notes in Salesforce. • Alignment and proactive collaboration with internal departments (product management, investment teams, marketing, sales controlling, etc.). • Work with the marketing team on the creation of publications and strategy-focused collateral that resonate with clients. • Support intermediary onboarding, due diligence, and legal documentation in coordination with control partners. • Coordinate operational support for the business with Client Services groups in the US and Luxembourg. • Work with team in project implementation and execution. Qualifications: • 2 - 3 years of sales experience of offshore asset management products with broker dealers, private banks and institutional investors in Latin America and the US non-resident client (NRC). • Strong knowledge of financial markets, the asset management industry and offshore investment vehicles across equities, fixed income, and alternative investments • Quantitative and financial analysis skills a plus • Excellent communication, presentation, and interpersonal skills; comfortable engaging at all organizational levels. • Highly motivated, organized, and able to prioritize in a fast-paced, client-driven environment. Team player with a positive attitude and the ability to work under pressure. • Ability to perform a variety of tasks and flexibility to change focus quickly. • Skill to effectively prioritize and make the appropriate trade-offs as needed. • FINRA Series 7 and 63 required (or obtainable within a defined timeframe); CFA/CIMA a plus. • Fluency in Spanish required; Portuguese strongly preferred. • Position requires permanent work authorization in the US. Expected base pay rates for the role will be between $70,000 and $124,000 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.

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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