Liquidity Sales Desk - MSIM - Analyst

Morgan Stanley • New York, NY

3d • $70,000 - $125,000

About The Position

Execute institutional sales support for the Global Liquidity Solutions Group (money market funds, ultra-short bond funds and separate account business). Support the sales team in developing and executing an optimal client-relationship management framework to maintain existing and drive new AUM. Manage and coordinate various aspects of territory management, including conference participation, prospect research and lists, bi-weekly reporting, and pipeline management. Manage client communications for general marketing as well as event- or client-specific communications. Work closely with Liquidity Management to prepare business plans, sales objectives, forecasts and sales channel reporting. Establish excellent communications across functional areas of the firm - including portfolio management, marketing, legal, compliance and client service teams - to ensure seamless execution of business requests. Support onboarding of new institutional clients across corporate and financial institution channels. Maintain sales dashboards, CRM entries, and activity reports to ensure accurate and timely data for senior leadership. Develop proficiency in money market funds, SMAs, and short-term fixed income instruments. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between and $70,000 - $125,000 per year at the commencement of employment. 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.

Requirements

• Required Bachelor's degree in finance, economics, business, or related field, with at least some coursework in finance or economics.
• 1 to 3 years of industry experience.
• Strong analytical, quantitative, and problem-solving skills.
• Excellent written and verbal communication abilities, including telephone manner; interpersonal and presentation skills.
• High attention to detail, with the ability to manage multiple priorities and work effectively under pressure in a fast-paced environment.
• Proficiency with AI tools, and advanced knowledge of Excel, PowerPoint, and CRM systems; ability to document sales activity through CRM.
• Ability to work under pressure and to manage time effectively.
• Results-oriented individual who thrives on achievement and performance.
• Works effectively and supports a team-oriented approach.

Nice To Haves

• Prior internship or experience in asset management, capital markets, sales support, or financial services.
• Familiarity with money markets, liquidity management, or fixed income products.
• Proactive, client-focused mindset.
• Strong teamwork and collaboration skills.
• Ability to work effectively with senior sales professionals.

Responsibilities

• Execute institutional sales support for the Global Liquidity Solutions Group (money market funds, ultra-short bond funds and separate account business).
• Support the sales team in developing and executing an optimal client-relationship management framework to maintain existing and drive new AUM.
• Manage and coordinate various aspects of territory management, including conference participation, prospect research and lists, bi-weekly reporting, and pipeline management.
• Manage client communications for general marketing as well as event- or client-specific communications.
• Work closely with Liquidity Management to prepare business plans, sales objectives, forecasts and sales channel reporting.
• Establish excellent communications across functional areas of the firm - including portfolio management, marketing, legal, compliance and client service teams - to ensure seamless execution of business requests.
• Support onboarding of new institutional clients across corporate and financial institution channels.
• Maintain sales dashboards, CRM entries, and activity reports to ensure accurate and timely data for senior leadership.
• Develop proficiency in money market funds, SMAs, and short-term fixed income instruments.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees