North American Institutional Distribution Team
The North American Institutional Distribution Team is responsible for driving growth across MSIM’s public and private investment platform, via the institutional asset owner client channel (i.e., public & corporate pensions, endowments, foundations), through the development of new relationships, the enhancement of existing relationships, and the application of a holistic and partnership-oriented approach to provide a best-in-class client experience.
Highlights & Key Responsibilities
The North American Institutional Distribution Team is seeking a collaborative, self-motivated, and detail-oriented professional to support our institutional client relationships and capital raising efforts in Canada. The candidate should possess strong communication and analytical skills, as responsibilities will include preparing for and hosting meetings, communicating quantitative and qualitative information, preparing competitive analysis on MSIM strategies, and engaging with clients, MSIM investment professionals and other internal stakeholders. This position offers high visibility internally, providing meaningful opportunities for professional growth and development in a variety of client-facing roles.
Responsibilities Include:
- Support 2-3 salespeople in the Canadian marketplace in their efforts to foster client relationships, raise capital, and other business management activities
- Partner with salespeople and investment teams to proactively identify prospects and prepare analyses to position MSIM products effectively
- Respond to client and prospect inquiries, including requests for data, materials on our investment capabilities, search-related information and other ad-hoc requests
- Coordinate across investment teams and other internal functions to prepare client and prospect materials
- Contribute to the development and maintenance of business metrics and reports, utilizing Salesforce and other internal databases
Qualifications:
- Bachelor’s degree
- 0-2 years of relevant investment management experience
- FINRA Series 7 and 63 required (or willingness to obtain)
- Excellent communication and relationship-building skills, team-oriented and collaborative
- Ability to work well under pressure including a proven ability to multi-task and prioritize
- A problem-solver who demonstrates effective organizational skills and follow-through
- Results-oriented with a bias for action and innovation
- Technical and aesthetic proficiency in PowerPoint, Excel and Office
- Intellectual curiosity and self-motivation
- Maturity, presence, sound judgment, and ability to form and express opinions effectively to cross-divisional teams, including senior management
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Skills Required
- Bachelor's degree
- 0-2 years of relevant investment management experience
- FINRA Series 7 and 63 licenses, or willingness to obtain them
- Excellent communication and relationship-building skills
- Team-oriented and collaborative approach
- Ability to work under pressure, multitask, and prioritize
- Problem-solving, organizational skills, and follow-through
- Results orientation, initiative, and innovation
- Technical and aesthetic proficiency in PowerPoint, Excel, and Office
- Intellectual curiosity and self-motivation
- Maturity, professional presence, sound judgment, and ability to express opinions effectively
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
-
Healthcare Strength — Health coverage is characterized as comprehensive, with medical, dental, vision, and added supports like One Medical and mental-health sessions. Feedback suggests the overall package is strong to excellent for a large financial-services employer.
-
Retirement Support — Retirement programs include a 401(k) with company matching and related financial benefits. These features are frequently highlighted as part of a broad, competitive package.
-
Parental & Family Support — Family benefits are noted for generous paid parental leave, fertility support, and caregiver leave. Feedback suggests these offerings stand out as a strength within the package.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
