MSIM Consultant Relations Senior Associate

Posting Date

Aug 15, 2024

Primary Location

Americas-United States of America-New York-New York Bachelor’s Degree

Job

Asset/Investment Management Full Time Senior Associate

Description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Morgan Stanley Investment Management (MSIM), with $1.5 trillion in assets under management is a client-centric organization dedicated to providing investment and risk-management solutions to a wide range of investors and institutions including corporations, pension plans, intermediaries, sovereign wealth funds, central banks, endowments and foundations, governments and consultant partners worldwide. With over four decades of asset management experience, our investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. MSIM offers its clients personalized attention, the intelligence and creativity of some of the brightest professionals in the industry, and access to the global resources of Morgan Stanley.

North American Institutional Consultant Relations Team

The North American Institutional Consultant Relations Team is responsible for driving growth across the MSIM platform, via the consultant relations channel, 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 consultant and associated client experience. The Consultant Relations Senior Associate role will support senior consultant relations professionals in servicing consultant requests, maintaining existing relationships, attaining product ratings, and driving new business.

Highlights & Key Responsibilities

The North American Institutional Consultant Relations Team is seeking a collaborative, self-motivated, and deadline-driven professional to support our institutional capital raising efforts. The position will require a high degree of coordination with both internal and external stakeholders on Request for Proposal (RFP) processes and ad-hoc requests. Additionally, the candidate should possess strong communication and analytical skills, as responsibilities will include hosting meetings, communicating quantitative and qualitative information, and preparing competitive analysis on MSIM strategies. This position offers high visibility internally, providing meaningful opportunities for professional growth and development in a variety of client-facing roles

Responsibilities include:

• Support senior consultant relations professionals by acting as their internal liaison and source of firm-wide and strategy-level information
• Respond to consultant inquiries, including requests for data (i.e. performance, holdings, fees, etc.), search-related information, and other ad-hoc requests
• Manage the quarterly reporting process for a subset of consultants by coordinating with various internal groups (Investment teams, Sales, Marketing, Operations, Compliance, etc.) to ensure accuracy and timeliness in quarterly reporting
• Coordinate the RFP process from start to finish by vetting proposals, conducting competitive analysis, then liaising with the Investment and Business Development Services teams to ensure consultant RFP deadlines and requirements are met
• Organize consultant meetings and prepare briefing memos for internal meeting participants
• Host consultant meetings with investment teams, facilitating introductions and summarizing organizational and strategy updates as needed
• Conduct competitive analysis on MSIM strategies relative to peers using tools such as eVestment, and stay up-to-date on search activity and consultant publications using various third party databases
• Maintain pipeline, contact, and client/consultant relationship information in Salesforce
• Develop relationships with investment teams over time and build an expertise on MSIM strategies and vehicles

Qualifications

• Bachelor’s degree, 3-6 years of industry experience
• 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
• Commitment to a team-oriented environment and a willingness to openly share ideas
• Demonstrated success in taking initiative and delivering immediate and independent action to solve business problems
• Ability to attain Series 7 and 63 licenses within time

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).

Expected base pay rates for the role will be between $105,000 and $155,000 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.

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