Ms
Associate, Institutional Business Development - Parametric
Boston, Massachusetts, United States of America
Sponsorship not specified$70k-$140kDetected 1 day ago
SalesforceCRMSalesBusiness DevelopmentPipeline ManagementProcess ImprovementCommunicationMicrosoft OfficeCFA
About the role
- Assists with the preparation of materials for prospective investors including standard and custom decks, product summaries, white papers, etc.
- Works with internal teams to streamline requests and production of materials.
- Profile/pre-qualify potential investors for various investment strategies, and assist in the creation of subsequent formal business proposals.
Responsibilities
- Work in conjunction with two dedicated Institutional Business Development Directors to identify, build, and strengthen relationships and drive new sales activity within their defined territories.
- Create and deliver standardized meeting preparation packages to ensure Business Development Directors and Investment Professionals are best prepared when meeting with prospective investors.
- Performs CRM System (Salesforce) maintenance with primary responsibility for creating and managing pipeline and opportunity reports, contact and organization updates, material requests, etc.
- We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients.
- A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs.
- The Associate, Institutional Business Development provides ongoing support to the Institutional Sales and Service Team as a key member of the Business Development group.
Requirements
- Bachelor's degree or equivalent is required
- 4 years' experience working in the investment management industry
- FINRA Series 3, 7, and 63 preferred; if hired, must obtain FINRA Series 3, 7, and 63 within one-year of employment.
- Dedicated, self-motivated, detail oriented, and confident individual who is interested in the financial industry and seeks a long-term career working with institutional investors
- Strong attention to detail
- Works well within a team environment
- Ability to solve problems and build strong relationships within and across functional departments
Nice to have
- CFA, or progress towards, preferred.
- FINRA Series 3, 7, and 63 preferred
- if hired, must obtain FINRA Series 3, 7, and 63 within one-year of employment.
- Proficient in Microsoft Office applications, Salesforce a plus
Skills
- Strong written and oral communication skills
Compensation
- The successful candidate may be eligible for an annual discretionary incentive compensation award.
- The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component.
Benefits
- 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.
- Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Company info
- Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley.
- At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals.
- This role is part of Parametric's hybrid working model, which requires working in the office 3 days a week and remotely the remaining days of the week.
Equal opportunity
- https://www.morganstanley.com/people-opportunities/eeo.
- Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
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