Liquidity Sales Desk - MSIM - Analyst

Morgan StanleyNew York, NY
3d$70,000 - $125,000

About The Position

The Liquidity Sales Desk Analyst is a key member of the U.S. Liquidity Sales Support team within MSIM Global Liquidity. This role supports corporate, financial institution, and cross-divisional sales efforts by providing analytical, operational, and client-focused assistance to drive distribution of the firm’s liquidity solutions. The analyst partners closely with sales, portfolio management, marketing, operations, and compliance to ensure an efficient and high-quality client experience. This position is based in New York and offers an opportunity to gain deep exposure to money markets, short-duration products, and institutional liquidity clients. About IM Global Liquidity: Our Global Liquidity team manages over $353 billion in assets under management across domestic 2a-7 money market funds, offshore UCITS money market funds, domestic ultra-short bond funds, and separately managed accounts. IM Global Liquidity is also focused on bringing the latest technology solutions and services to our clients, including an expanding cash-management investment portal and related technologies.

Requirements

  • 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.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Number of Employees

5,001-10,000 employees

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