Investment Management – Sales Support – Senior Associate

at  Morgan Stanley

Zürich, ZH, Switzerland -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate24 Oct, 2024Not Specified26 Jul, 2024N/APerspectives,Interpersonal Skills,ExcelNoNo
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Description:

Investment Management – Sales Support – Senior Associate
Job Number:

3256419
POSTING DATE: Jul 24, 2024
PRIMARY LOCATION: Europe, Middle East, Africa-Switzerland-Switzerland-Zurich
JOB: Asset/Investment Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Senior Associate

DESCRIPTION

Investment Management – Sales Support – Senior Associate
Zurich
About 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.

What will you be doing?

  • Develop a deep understanding of MSIM’s suite of funds and investment strategies
  • Coordinate and support sales/product/marketing demand of distribution partners
  • Responding to client requests, prepare and/or send meeting follow-ups etc.
  • Maintain, create, update and report sales opportunities/pipelines/meeting notes in Salesforce
  • Helping prepare as well as attend client events (proprietary, sponsored or partner events)
  • Support planning and realisation of distribution partner trainings (incl. preparation and wrap-up) in alignment with the responsible sales colleagues
  • Work with the marketing team on the creation of publications and strategy-focused collateral that resonate with clients
  • Alignment and proactive collaboration with internal departments (product management, investment teams, marketing, sales controlling, etc.)
  • Work closely with the sales team to help prepare business plans, sales channel reporting or other internal management requests for the business

QUALIFICATIONS

What we’re looking for:

  • Motivated, self starter
  • Ability to prioritise and work under pressure
  • Strong technical skills (excel, word, PowerPoint)
  • Excellent organisational skills
  • Pro-active team player
  • Ability to multi-task
  • Strong interpersonal skills
  • Show attention to detail
  • Quick learner
  • Excellent English language skills
  • German and/or French language skills preferred
  • Private Markets experience beneficial

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

Responsibilities:

  • Develop a deep understanding of MSIM’s suite of funds and investment strategies
  • Coordinate and support sales/product/marketing demand of distribution partners
  • Responding to client requests, prepare and/or send meeting follow-ups etc.
  • Maintain, create, update and report sales opportunities/pipelines/meeting notes in Salesforce
  • Helping prepare as well as attend client events (proprietary, sponsored or partner events)
  • Support planning and realisation of distribution partner trainings (incl. preparation and wrap-up) in alignment with the responsible sales colleagues
  • Work with the marketing team on the creation of publications and strategy-focused collateral that resonate with clients
  • Alignment and proactive collaboration with internal departments (product management, investment teams, marketing, sales controlling, etc.)
  • Work closely with the sales team to help prepare business plans, sales channel reporting or other internal management requests for the busines


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Marketing/Advertising/Sales

Sales / BD

Sales

Graduate

Proficient

1

Zürich, ZH, Switzerland