Sales Support Analyst
Job Number : 3260634
3260634
Posting Date
Oct 15, 2024
Primary Location
Americas-United States of America-Massachusetts-Boston
Asset / Investment ManagementEmployment Type : Full TimeJob Level : Analyst
Description
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.
5 trillion in assets under management as of March 31, 2024. MSIM 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.
Basic Purpose :
Support sales efforts of Internal and External Wholesalers.
Primary Responsibilities :
- Work indirectly with financial advisors by assisting Internal Wholesalers with product information and other various requests.
- Attend regular product update meetings with sales teams to become familiar with EV products / services and the financial industry as a whole
- Run hypothetical mutual fund reports and TA’s (Transition Analysis) for Internal Wholesalers to use with advisors to sell EV products.
- Support marketing campaigns through regular literature fulfilment for financial advisors, taking ownership of logistical requirements and strict timelines
- Update and maintain SalesPage (CRM system) to reflect accurate records with FINRA as well as developing effective data management techniques in a fast-changing industry
Qualifications
- Industry experience preferred
- Strong Microsoft Office skills
- Must have strong attention to detail, organized, and ability to juggle multiple tasks
- Strong communication skills
- Cooperative team player
- FINRA Series 7 & 63 licenses required within one year of start date
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).
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