Investment Management - PSG Portfolio Specialist – Associate/Senior Associate

at  Morgan Stanley

Investment Management - PSG Portfolio Specialist – Associate/Senior Associate
Job Number:

3256416
POSTING DATE: Jul 24, 2024
PRIMARY LOCATION: Europe, Middle East, Africa-United Kingdom-United Kingdom-London
JOB: Asset/Investment Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Associate

DESCRIPTION

Investment Management - PSG Portfolio Specialist – Associate/Senior Associate
London
Morgan Stanley
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
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. We 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.

QUALIFICATIONS

Qualifications:

• An undergraduate in business, finance, or other related field.
• Knowledge of multi-asset and/or alternative investments beneficial.
• European languages strongly preferred.
• Experience in the financial services industry, in an investment/portfolio specialist, sales, investor relations, or business development capacity preferred.
• Excellent written and verbal communication skills.
• Self-starter with drive to be successful and ability to manage and execute simultaneous projects and tasks without reminders.
• Strong attention to detail.
• Team player who enjoys working with others and reaching out proactively throughout the firm to gather information; consensus-builder.
• PSG serves a global client base. Willingness to provide exceptional ongoing and bespoke service requires flexibility, meeting tight timelines, and thriving in a fast-paced work environment.
• Experience reviewing complex financial data sets required.
• Highly proficient in PowerPoint, Word and Excel.

Flexible work statement:
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.
Equal opportunities statement:
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents

• Play a key support role in PSG business development by updating and customizing marketing materials, gathering new business opportunities, and serving as a resource for new and existing client inquiries.
• Assist in the completion of Request for Proposals (RFPs) and other client questionnaires.
• Alongside other Portfolio Specialists on the team, manage existing client relationships and help coordinate client deliverables and review meetings.
• Deliver thoughtful and timely market outlook and portfolio activity commentaries to existing and prospective clients.
• Work alongside the PSG research and investment team to understand the team’s investment outlook and investment rationale behind portfolio positioning; communicate market environment and outlook to existing and potential clients in writing and meetings.
• Work alongside sales to organize roadshows and meetings to promote the PSG offerings and drive new business.
• Perform market research to keep abreast of product trends and ensure PSG’s product suite is innovative and in line with sales teams’ expectations.
• Liaise with other teams within MSIM, including Legal, Compliance, Risk, Sales, Marketing, and Product Management, to ensure successful coordination and servicing of client accounts and prospective new business opportunities.
• Provide ongoing support to the Portfolio Specialist team on ad-hoc requests. Liaise with Mumbai-based colleagues on client reports, market commentaries, and required client deliverables