North America Sales Analyst


Company:: Morgan Stanley
(View company profile)
Location:: New York City, NY
Job Type:: Full Time
Category:: Asset Management

Yrs of Exp:: 1 to 2 years
Posted:: 2/6/2013

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Job Description

Position Category: Investment/Asset Management

Position Title: North America Sales Analyst

Job Level: Analyst

Location: USA - NY - New York

Education Required: Bachelors Degree

Position Description:
NA Sales Analyst, Institutional and Intermediary Sales
Location: New York, NY
Morgan Stanley Investment Management, together with its investment advisory affiliates, has 563 investment professionals around the world and $338 billion in assets under management or supervision as of December 31, 2012. 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.
Responsibilities
• Support numerous external sales people as an internal point person for existing and prospective clients in the Intermediary and Institutional Investment market
• Maintain detailed knowledge of each client's portfolio accounts and prepare thoughtful investment analysis in determining opportunities for cross-selling investment products
• Work closely with the group's Managing Director to prepare business plans, sales objectives, forecasts, and sales channel reporting
• Create marketing materials, including generic sales presentations, customized client-specific pitch books, and product performance analyses
• Establish excellent communications across functional areas of the firm--including portfolio management, marketing, legal and client service teams--to ensure seamless execution of business requests
• Maintain team pipeline information in firm CRM systems and prepare client activity reports for senior management
• Maintain detailed client databases and coordinate mass client distributions and communications

Skills Required:
Requirements
• 1-3 years of related experience preferred
• Bachelor's degree and relevant sales/marketing experience with an investment management organization or other financial services firm
• Series 7 licenses required (MSIM will sponsor candidate's licensing requirements, as necessary)
• Excellent communication, interpersonal, and presentation skills
• High degree of professionalism, organizational and time management skills, with the ability to work well under pressure while managing multiple responsibilities
• Demonstrated success in taking initiative and delivering immediate and independent action to solve business problems
• Commitment to a team-oriented environment and a willingness to openly share ideas and leverage the expertise of others in order to generate new ideas

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