Associate, Institutional Business Development - Parametric

Morgan Stanley•Boston, MA

1d•Hybrid

About The Position

The Associate, Institutional Business Development provides ongoing support to the Institutional Sales and Service Team as a key member of the Business Development group. Perform activities including institutional sales pipeline reporting and opportunity tracking, CRM maintenance, support of business development meetings, investor on-site due diligence visits and roadshow planning, and preparation of meeting materials. This role is part of Parametric's hybrid working model, which requires working in the office 3 days a week and remotely the remaining days of the week.

Requirements

Bachelor’s degree or equivalent is required
2 - 4 years’ experience working in the investment management industry
Dedicated, self-motivated, detail oriented, and confident individual who is interested in the financial industry and seeks a long-term career working with institutional investors
Strong attention to detail
Proficient in Microsoft Office applications, Salesforce a plus
Strong written and oral communication skills
Works well within a team environment
Ability to solve problems and build strong relationships within and across functional departments

Nice To Haves

CFA, or progress towards, preferred.
FINRA Series 3, 7, and 63 preferred; if hired, must obtain FINRA Series 3, 7, and 63 within one-year of employment.

Responsibilities

Work in conjunction with two dedicated Institutional Business Development Directors to identify, build, and strengthen relationships and drive new sales activity within their defined territories.
Assists with the preparation of materials for prospective investors including standard and custom decks, product summaries, white papers, etc.
Works with internal teams to streamline requests and production of materials.
Create and deliver standardized meeting preparation packages to ensure Business Development Directors and Investment Professionals are best prepared when meeting with prospective investors.
Performs CRM System (Salesforce) maintenance with primary responsibility for creating and managing pipeline and opportunity reports, contact and organization updates, material requests, etc.
Profile/pre-qualify potential investors for various investment strategies, and assist in the creation of subsequent formal business proposals.
Responsible for workflow, process improvement execution, and ad-hoc projects to make the team more efficient, working with other members of the institutional distribution team (consultant relations and relationship management) as necessary.

Benefits

Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability