Client Engagement - Portfolio Solutions Group Graduate-Level Internship

Morgan Stanley • New York, NY

52d

About The Position

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,100 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 strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. The Portfolio Solutions Group is a comprehensive multi-asset business, with activity across all asset strategies and types (traditional and alternative), through solutions that span fully liquid (equity, fixed income and commodities), comprehensive (public and private assets) and fully private portfolios (private equity, private real assets, private debt and hedge funds). Offerings are delivered via a managed portfolio or model, in discretionary or advisory format. The team's expertise lies in partnering with institutions, intermediaries, family offices and high net worth investors to understand their unique needs and crafting solutions to help them achieve their overall investment objectives. PSG Portfolio Specialists drive new business development, service existing clients and perform research to create content for distribution. The Portfolio Specialist will work with the team on client requests, answering specific questions and performing regular portfolio reviews, as well as acting as a liaison with the investment teams, internal departments (sales, marketing, product development, etc) and clients or prospects. The level for this role is Intern.

Requirements

• An undergraduate in business, finance, marketing or other related field.
• 0-3 years of experience in the financial services industry, in an investment/portfolio specialist, sales, investor relations, business development or marketing capacity preferred.
• Excellent written and verbal communication skills.
• 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.
• Willingness to provide exceptional ongoing and bespoke service requires flexibility, meeting tight timelines, and thriving in a fast-paced work environment.
• Highly proficient in PowerPoint, Word and Excel.

Nice To Haves

• Knowledge of multi-asset and/or alternative investments beneficial.
• Spanish, Arabic or Mandarin speaking beneficial.
• Experience reviewing complex financial data sets is a plus.

Responsibilities

• 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, contribute to managing existing client relationships and help coordinate client deliverables and review meetings.
• Support the production of thoughtful and timely market outlook, portfolio activity and thematic investment content for existing and prospective clients.
• Work alongside sales and other Portfolio Specialists on the team to help 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, particularly as it relates to materials.
• 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.

What This Job Offers

• Career Level: Intern
• Number of Employees: 5,001-10,000 employees