2025 Investment Management Summer Analyst Program - Sales (New York)

Morgan Stanley
New York, US
Full-time

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has more than 1,400 investment professionals around the world and 1.

5 trillion in assets under management or supervision as of March 31, 2024. Morgan Stanley Investment Management 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.

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 MSIMs 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.

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 firms investment strategies & institutional client base Prepare business plans, sales objectives, forecasts, client channel reporting and assist with RFPs 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 MSIMs 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 Qualifications 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 Application Process and Deadline 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.

Applications must be submitted by Friday, September 20, 2024 at 11 : 55 PM EST and HireVues completed by Sunday, September 22, 2024 at 11 : 55 PM EST in order to be considered.

Expected base pay rate for the role will be per hour at the commencement of employment. However, base pay is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Morgan Stanley sponsored benefit programs.

30+ days ago
Related jobs
Promoted
Sherwin-Williams Company
New York, New York

The Sherwin-Williams Management & Sales Training Program is an accelerated, entry-level position designed to prepare you for a Store Management role in 18-24 months. With Sherwin-Williams promote-from-within philosophy, you will have the opportunity Management, Training, Sales, Program, Store Manage...

JPMorgan Chase & Co.
New York, New York

As a 2025 Summer Analyst within the Corporate and Investment Bank Risk Management team, you will build your technical and practical knowledge on-the-job with opportunities in one of the groups listed below. The nine-week summer program starts with a five-day orientation and training session in New Y...

BNY Mellon
New York, New York

BNY Summer Internship Program – Marketing & Communications. The BNY Summer Internship Program provides high-potential students with a well-rounded, rewarding 10-week internship experience, as well as an inside look into what it is like to work for a global financial services organization that has be...

Raymond James
Queens, New York

Raymond James provides financial services to individuals, corporations, and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. Analysts formulate new business proposals, develop company forecast...

Armanino
New York, New York

Final graduation date between December 2024 and August 2025 strongly preferred or plan to complete 150 semester/ 225 quarter unit requirement for CPA licensure eligibility between December 2024 – June 2025 strongly preferred. Current enrollment in a bachelor’s, master’s, or certificate program in on...

Goldman Sachs
New York, New York

Founded in 1869, we are a leading global investment banking, securities and investment management firm. Equity Research, Prime Brokerage, Fixed Income Sales or Equity Sales). Headquartered in New York, we maintain offices around the world. The Institutional Equity Sales desk specializes in the sale ...

GIC
New York, US

Work as a key member of small deal teams to assess and execute private equity fund investments and co-investments across various strategies and industries. Present and defend investment proposals to Investment Committees. Represent GIC at fund managers’ annual investor meetings and participate in me...

PIMCO
New York, New York

Are enrolled at a university during the Fall 2025 semester (August 2025 – December 2025). The PIMCO Internship Program runs between Monday, June 9 – Friday, August 15, 2025 with the expectation that you will be available for the full duration of the program. Positions are located in New York, NY. Yo...

New York City Department of Education
New York, New York

It is the policy of the Department of Education of the City of New York to provide educational and employment opportunities without regard to race, color, religion, creed, national origin, alienage and citizenship status, age, marital status, disability, prior record of arrest or conviction (except ...

FactSet Research Systems Inc.
New York, New York

For over 40 years, the company has served financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet creates flexible, open data and software solutions for over 170,00...