Liquidity Sales Desk - MSIM - Analyst jobs in United States
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Morgan Stanley · 1 day ago

Liquidity Sales Desk - MSIM - Analyst

Morgan Stanley is a leading global financial services firm, and they are seeking a Liquidity Sales Desk Analyst to join their U.S. Liquidity Sales Support team. The role involves providing analytical, operational, and client-focused assistance to support sales efforts and enhance the client experience in the firm's liquidity solutions.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Execute institutional sales support for the Global Liquidity Solutions Group (money market funds, ultra-short bond funds and separate account business)
Support the sales team in developing and executing an optimal client-relationship management framework to maintain existing and drive new AUM
Manage and coordinate various aspects of territory management, including conference participation, prospect research and lists, bi-weekly reporting, and pipeline management
Manage client communications for general marketing as well as event- or client-specific communications
Work closely with Liquidity Management to prepare business plans, sales objectives, forecasts and sales channel reporting
Establish excellent communications across functional areas of the firm – including portfolio management, marketing, legal, compliance and client service teams – to ensure seamless execution of business requests
Support onboarding of new institutional clients across corporate and financial institution channels
Maintain sales dashboards, CRM entries, and activity reports to ensure accurate and timely data for senior leadership
Develop proficiency in money market funds, SMAs, and short-term fixed income instruments

Qualification

Analytical skillsQuantitative skillsCRM systemsExcelPowerPointMoney market knowledgeCommunication skillsTeamworkAttention to detailProblem-solvingClient-focused mindset

Required

Bachelor's degree in finance, economics, business, or related field, with at least some coursework in finance or economics
1 to 3 years of industry experience
Strong analytical, quantitative, and problem-solving skills
Excellent written and verbal communication abilities, including telephone manner; interpersonal and presentation skills
High attention to detail, with the ability to manage multiple priorities and work effectively under pressure in a fast-paced environment
Proficiency with AI tools, and advanced knowledge of Excel, PowerPoint, and CRM systems; ability to document sales activity through CRM
Ability to work under pressure and to manage time effectively
Results-oriented individual who thrives on achievement and performance
Works effectively and supports a team-oriented approach

Preferred

Prior internship or experience in asset management, capital markets, sales support, or financial services
Familiarity with money markets, liquidity management, or fixed income products
Proactive, client-focused mindset
Strong teamwork and collaboration skills
Ability to work effectively with senior sales professionals

Benefits

Some of the most attractive and comprehensive employee benefits and perks in the industry

Company

Morgan Stanley

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Morgan Stanley is a financial services company that offers securities, asset management, and credit services.

Funding

Current Stage
Public Company
Total Funding
unknown
1997-02-05IPO

Leadership Team

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James Gorman
Chairman and CEO
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Ted Pick
Chief Executive Officer (CEO)
Company data provided by crunchbase