Sales Support Analyst
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.
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
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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
