Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM 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.
The individual would be part of the Latin America and US Offshore Sales team at Morgan Stanley Investment Management. The individual will support an external sales team 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 Miami, FL.
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 client.
- Coordinate/Schedule client events/conferences, road shows and meetings as well as logistics for these initiatives. Responsible for trip/client follow up.
- Communicate with clients via zoom/ phone/ email to provide fund information
- Work with marketing to prepare materials/ presentations for client meetings
- Maintain marketing library and liaise with marketing teams in the US and London
- Provide regular update and analysis on sales figures, tracking and coordinate effort with operations
- Responsible for input of legal agreements and follow-up
- Coordinate operational support for the business with Client Services groups in the US and Luxembourg
- Work with team in project implementation and execution
- 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).
- Knowledge of financial markets and offshore investments (equity, fixed income and alternative investments)
- Quantitative and financial analysis skills a plus
- Highly motivated individual – takes initiative and task oriented
- Excellent interpersonal and communication skills
- Proven track record of meeting rapid-pace, demanding client needs. Team player with a positive attitude and the ability to work under pressure.
- Comfortable working with people at all organizational levels.
- 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
- Series 7, CFA helpful but not required
- Must speak Spanish fluently and Portuguese is a plus.
- Position requires work authorization in the US.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
