Sales Support Analyst

Morgan Stanley • Boston, MA

17d • $65,000 - $85,000

About The Position

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries and a total of $1.9 trillion in assets under management as of December 31, 2025. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Basic Purpose: Support sales efforts of Internal and External Wholesalers. Primary Responsibilities: Work indirectly with financial advisors by assisting Internal Wholesalers with product information and other various requests. Attend regular product update meetings with sales teams to become familiar with EV products/services and the financial industry as a whole Run hypothetical mutual fund reports and TA’s (Transition Analysis) for Internal Wholesalers to use with advisors to sell EV products. Support marketing campaigns through regular literature fulfilment for financial advisors, taking ownership of logistical requirements and strict timelines Update and maintain SalesPage (CRM system) to reflect accurate records with FINRA as well as developing effective data management techniques in a fast-changing industry

Requirements

• Industry experience preferred
• Strong Microsoft Office skills
• Must have strong attention to detail, organized, and ability to juggle multiple tasks
• Strong communication skills
• Cooperative team player
• FINRA Series 7 & 63 licenses required within one year of start date

Responsibilities

• Work indirectly with financial advisors by assisting Internal Wholesalers with product information and other various requests.
• Attend regular product update meetings with sales teams to become familiar with EV products/services and the financial industry as a whole
• Run hypothetical mutual fund reports and TA’s (Transition Analysis) for Internal Wholesalers to use with advisors to sell EV products.
• Support marketing campaigns through regular literature fulfilment for financial advisors, taking ownership of logistical requirements and strict timelines
• Update and maintain SalesPage (CRM system) to reflect accurate records with FINRA as well as developing effective data management techniques in a fast-changing industry

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees