Equity Sales and Products Associate

Morgan Stanley•New York, NY

1d•Onsite

About The Position

Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust. Position Summary Equity Sales and Products Solutions professionals at Morgan Stanley Wealth Management leverage the thought leadership of the firm and deliver market commentary, actionable trade ideas and positioning advice to Financial Advisors for use in client accounts.

Requirements

Bachelor’s Degree Required
3-5 years of experience in a financial services/sales related role
Possess a strong understanding of the financial services industry and global capital markets products
Possess a strong interest in equity markets and excellent written and oral communication skills, as a fast-paced and intense work environment requires an aptitude for analyzing and interpreting often complex information in a timely manner.
Self-motivated, innovative, hardworking individual, who can handle multiple tasks and competing deadlines
Team player with excellent interpersonal skills and ability to work with various professionals
Outstanding attention to detail and follow-up
Demonstrate strong time management/ prioritization skills and solid judgement
Deep understanding of AI tools and functionality
Proficient Microsoft Office skills
Series 7 and 63 licenses required
Knowledge of Bloomberg

Responsibilities

Facilitate market dialogue and promote equity sales/ trading activity with Financial Advisors
Leverage the intellectual capital of MSWM and MS & Co. to provide tactical and thematic equity ideas to Financial Advisors
Develop relationships with MS Research Analysts and Institutional Sector Sales Specialists to develop subject matter expertise in a particular sector
Identify high conviction buy/ sell opportunities to both Financial Advisors and other members of the Capital Markets Equity Sales team
Communicate regularly with Financial Advisors & clients who have large equity positions
Review client equity portfolios to identify tactical and positioning opportunities
Leverage AI to improve the investment process and build custom agents to help streamline and automate business processes