Internship
2025 Investment Management Summer Analyst Program - Sales - New York
Morgan Stanley
•
Jan 23
🚀 Summer Internship
New York
AI generated summary
- The candidate must be pursuing a Bachelor's degree, demonstrate interest in asset management, have strong communication and presentation skills, be a team player, driven and motivated, detail-oriented, proficient in Microsoft Excel (Tableau experience preferred), and able to manage time efficiently while handling multiple responsibilities.
- As a Summer Analyst in the Investment Management Sales team at Morgan Stanley, the candidate will be responsible for supporting various functions, including global distribution management, North American institutional sales and global consultant relations, and alternative distribution management. This will involve tasks such as creating analysis and presentations, maintaining team information in CRM systems, supporting sales team engagement, executing business requests, coordinating marketing materials, developing strategic content, tracking sales and marketing activities, and organizing capital raising strategy.
Description
- Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 3,200 investment professionals around the world and $1.4 trillion in assets under management or supervision as of September 30, 2023. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide.
- Global Distribution Management is responsible for overseeing day-to-day operations, performing in-depth analyses, and proactively driving the strategic priorities of the business. The team focuses on four main areas: business analytics & planning, technology & data management, investment team & sales team reporting, and management reporting & presentations
- North America Institutional Distribution encompasses three underlying teams: North American Institutional Sales, Global Consultant Relations, and Alternatives Distribution Management. Collectively, the teams manage and support MSIM’s institutional client relationships, including public & corporate pensions, sovereign wealth funds, insurance companies, endowments, foundations and their investment consultants.
- Incoming analysts will be placed on one team; however, they will have exposure and the opportunity to work closely with all teams under the distribution umbrella.
Requirements
- Pursuing a Bachelor's degree and will graduate between December 2025 and June 2026
- Demonstrate interest in asset management and institutional investor landscape
- Excellent communication, interpersonal, and presentation skills
- 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
- Driven, highly motivated and results-focused self-starter with the ability to work independently
- Detail oriented with strong organizational, analytical and quantitative skills
- Proficiency in Microsoft Excel required; Tableau experience preferred
- Ability to manage time efficiently and effectively, often within tight time constraints while managing multiple responsibilities
Education requirements
Currently Studying
Bachelors
Area of Responsibilities
Banking & Finance
Responsibilities
- Global Distribution Management:
- The team acts as a central point of coordination between the Sales organization and other functions within Investment Management, resulting in activities and responsibilities that are varied, challenging and interesting. The scope of team responsibilities includes all business administration matters, provision of management information, sales practices and involvement in any project or development that impacts the sales and distribution activities conducted by the business. The team interacts across all levels within the sales organization, from senior sales management to junior sales support team members.
- Create analysis and presentations relating to business goals, initiatives, and progress versus benchmarks
- Maintain team information in CRM systems and prepare analytical reports for senior management
- Run various daily and ad hoc reports to assist senior management in making strategic decisions
- North American Institutional Sales and Global Consultant Relations
- Responsible for coverage of institutional clients and consultants for all MSIM products and services.
- Support sales team in their engagement with existing and prospective institutional investors and consultants
- Maintain detailed knowledge of the firm’s investment strategies & institutional client base
- Prepare business plans, sales objectives, forecasts, client channel reporting and assist with RFP’s
- Coordinate marketing materials for sales, including client presentations and product performance analyses
- Execute business requests across functional areas of the firm, including portfolio management, marketing, legal and client service
- Maintain sales pipeline and prepare client activity reports for senior management
- Maintain client databases and coordinate mass client distributions and communications
- Develop strategic content & deploy firm resources to gain mind share and deepen relationships with MSIM’s largest institutional clients and consultants
- Assist in Curating content from across Morgan Stanley platforms, including MSIM, MS Research and Institutional Securities for deployment to clients
- Alternative Distribution Management:
- Responsible for capital raising strategy and distribution of private alternatives across the institutional client channel.
- Assist in day-to-day tasks of managing multiple private alternative fundraises
- Track sales and marketing activities, maintain pipelines in excel
- Organize capital raising strategy including developing prospect lists for the institutional channel in partnership with sales and investment teams
- Create internal and external presentation decks, populate data room, complete DDQs
- Leverage alternative databases to run prospect searches and develop comprehensive summaries for use in client targeting
Application process
- In order to be considered, candidates must apply with their resume through the Morgan Stanley website and complete their HireVue digital questionnaire. Resumes will be reviewed on a rolling basis until the role is filled or the application deadline, whichever comes first.
Details
Work type
Full time
Work mode
office
Application deadline
Sep 20, 2024
Location
New York