Department ProfileMorgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has over US$1.6 trillion in assets under management or supervision. With over 40 years of global investment experience, 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. MSIM offers its clients the personalised attention and service of a boutique, the intelligence and creativity of some of the brightest professionals in the industry and the global resources of Morgan Stanley. We show unwavering commitment to investment excellence, diversity of perspective, and differentiated values. We have distinctive and highly complementary strengths in investment management and distribution.MSIM Australia ProfileMSIM established a presence in Australia in 1994 and currently manages in excess of A$25Bn for investors in Australia & New Zealand across multiple strategies in Private Credit & Equity, Unlisted Real Assets, public equities, public fixed income and liquid alternatives.ResponsibilitiesOperating in a coordinated manner and as a complement to the current sales team members (3 people), MSIM is seeking a service oriented and driven individual to work in a support role to the sales team.The individual will work closely with existing Sales and Client Relationship Management (''CRM'') teams'' engagement activities with current and prospective investors, and connected stakeholders (e.g. research and consultant community).Provide day-to-day support to the Sales and CRM teams, including meeting preparation, RFP coordination, and client follow-up.Assist with the preparation and customisation of client presentations, pitchbooks, and due diligence materials, ensuring accuracy and alignment with compliance.Coordinate responses to prospects, clients and consultant queries on investment strategies, performance, and product structures.Maintain accurate records of client activity, pipeline opportunities, and interactions in CRM systems.Collaborate with the CRM function, investment specialist, and reporting teams to deliver client-specific analysis, portfolio updates, and data requests.Support the execution of regular roadshow activity with visiting investment teams and assist in the coordination of prospect and client meetings occurring in MSIM''s global offices.Experience and Knowledge Required:Bachelor''s degree (or equivalent) in Finance, Economics, Business, or a related discipline.Proven experience in asset management, ideally within a global firm. Demonstrated experience in a client service associate (CSA) / distribution support role will be prioritised.Progress toward, or an intention to pursue, a CFA, CAIA or equivalent professional designation is preferred.Familiarity with the Australian institutional landscape, including superannuation funds, sovereign wealth funds, and asset consultants.Solid understanding of institutional investment products and structures (e.g. pooled funds, mandates, private placement funds).Proficiency with Microsoft Office (Excel, PowerPoint, Word) and CRM (preferably Salesforce) systems.Skills Required:Strong interpersonal skills and ability to build credibility with internal and external stakeholders.Exceptional organisational skills and a high level of attention to detail.Strong written and verbal communication skills.Self-starter with a collaborative mindset and the ability to thrive in a global, fast-paced environment.Commercial acumen and a strong desire to build a career in the asset management industry.WHAT YOU CAN EXPECT FROM MORGAN STANLEY:We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren''t just beliefs, they guide the decisions we make every day to do what''s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There''s also ample opportunity to move about the business for those who show passion and grit in their work.Morgan Stanley''s goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.ABOUT COMPANY Morgan Stanley Asia Hong Kong68000 Employees Investment Banking / M & AMorgan Stanley has earned a worldwide reputation for the excellence of its advice and execution in financial markets. With offices in more than 41 cou...Boost your career Find thousands of job opportunities by signing up to eFinancialCareers today.#J-18808-Ljbffr
Job Title
Distribution Associate, Morgan Stanley Investment Management (MSIM) | Melbourne,