Associate, Consultant Relations

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in twenty-four countries, and a total of $1.7 trillion in assets under management as of December 31, 2024. 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.

North American Institutional Consultant Relations Team

The North American Institutional Consultant Relations Team is responsible for driving growth across the MSIM platform, via the consultant relations channel, 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 consultant and associated client experience. The team works in close partnership with institutional sales, relationship management and investment teams to deliver the full breadth of MSIM’s investment ideas and solutions.

The North American Consultant Relations Team is seeking a collaborative, self-motivated, and deadline-driven professional to support our institutional consultant relationships and capital raising efforts. The candidate should possess strong communication and analytical skills, as responsibilities will include assistance in hosting meetings, communicating quantitative and qualitative information, preparing competitive analysis on MSIM strategies, monitoring consulting firms for updates and engaging with 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.

• Support 2-3 consultant relations professionals on fostering their consultant relationships, capital raising efforts, and business management activities
• Work with the consultant relations team to proactively identify business development opportunities within a consultant’s client roster and help coordinate relevant institutional sales, relationship management, and investment team colleagues.
• Assist in responding to consultant 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 consultant materials
• Contribute to the development and maintenance of business metrics and reports, utilizing salesforce and other internal databases
• Work with internal partners to help manage all aspects of the investment and operational due diligence processes.

• Bachelor’s degree
• 1-4 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 organization skills and follow-through
• Results-oriented with a bias for action and innovation
• Deeply collaborative in their interaction with colleagues across the firm regardless of function or level
• Technical and aesthetic mastery of 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

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.

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