Ms
Latam and US Offshore Sales Associate
New York, New York, United States of America
Sponsorship not specifiedDetected 1 day ago
SalesFinancial AnalysisLogisticsCommunicationCollaborationCFA
About the role
- Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, operates in 25 countries with $1.9 Tn in assets under management or supervision as of March 31, 2026.
- The role would have additional sales responsibilities covering financial advisors, private bankers and other US Offshore intermediary clients in Florida, New York, Texas and California.
- The position will be based in New York, NY.
Responsibilities
- Support external sales team as an internal point person for existing and prospective institutional and intermediary clients.
- Additional sales responsibilities include providing support in covering financial advisors, private bankers and other US Offshore intermediary clients.
- Develop a deep understanding of MSIM's suite of funds and investment strategies.
- Support intermediary onboarding, due diligence, and legal documentation in coordination with control partners.
- Coordinate operational support for the business with Client Services groups in the US and Luxembourg.
- The individual will support senior sales colleagues with maintaining business relationships with institutional and intermediary clients.
Requirements
- 7+ years of sales experience of offshore asset management products with broker dealers, private banks and institutional investors in Latin America and the US non-resident client (NRC).
- Strong knowledge of financial markets, the asset management industry and offshore investment vehicles across equities, fixed income, and alternative investments
- Team player with a positive attitude and the ability to work under pressure.
- We do it in a way that's differentiated - and we've done that for 90 years.
- At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
- 4 - 7+ years of sales experience of offshore asset management products with broker dealers, private banks and institutional investors in Latin America and the US non-resident client (NRC).
- Excellent communication, presentation, and interpersonal skills
- comfortable engaging at all organizational levels.
- Highly motivated, organized, and able to prioritize in a fast-paced, client-driven environment. Team player with a positive attitude and the ability to work under pressure.
- Ability to perform a variety of tasks and flexibility to change focus quickly.
- Skill to effectively prioritize and make the appropriate trade-offs as needed.
- Position requires work authorization in the US.
Nice to have
- Quantitative and financial analysis skills a plus
- FINRA Series 7 and 63 required (or obtainable within a defined timeframe)
- CFA/CIMA a plus.
- Fluency in Spanish required
- Portuguese strongly preferred.
Compensation
- Expected base pay rates for the role will be between $100,000 and $120,000 per year at the commencement of employment.
Company info
- The individual would be part of the Latin America and US Offshore Sales team at Morgan Stanley Investment Management.
Equal opportunity
- https://www.morganstanley.com/people-opportunities/eeo.
Visa & Work Authorization
- Position requires work authorization in the US.
This listing is sourced directly from Ms's careers page and normalized into a canonical job model.