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Investment Management - Private Markets Distribution

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Morgan Stanley

11d ago

  • Job
    Full-time
    Mid Level
  • Business, Operations & Strategy
    Banking & Finance
  • London

AI generated summary

  • You need financial services experience, strong communication and analytical skills, Excel proficiency, and the ability to multitask in a team-oriented environment. Tableau and Salesforce knowledge are bonuses.
  • You will create client content, manage fundraises, track sales activities, compile data reports, support sales queries, and maintain prospect lists for fundraising campaigns.

Requirements

  • Experience in financial services, preferably in an institutional setting (private capital raising or private capital markets experience a plus)
  • Performing at the Associate level
  • Strong communication and relationship building-skills; team-oriented and collaborative
  • Ability to stay organized while staffed across various projects and fundraises, including multi-tasking and re-prioritizing on the fly
  • Motivated self-starter with “can-do” attitude and approach with attention to detail
  • Strong analytical and computer skills; solid Excel skills required for extensive data analyses
  • Strong ability to multi-task, comfort working in a team-oriented, collaborative environment
  • Knowledge of Tableau or other analytics programs a bonus, Salesforce experience a bonus

Responsibilities

  • Develop client engagement content to facilitate both on and off-cycle Sales efforts across all PC&E strategies
  • Working directly with senior and junior members of the PMD team to assist in day-to-day tasks of managing various simultaneous fundraises
  • Creating presentation decks (internal and external), set-up of data room, completion of DDQs, diligence requests, and commitment data tracking
  • Tracking sales / marketing activities in the Salesforce system including detailed next steps on a per prospect basis
  • Leveraging alternative databases to run prospect searches and consolidate data / information, work with the findings to present in a comprehensive summary / report as appropriate
  • Provide regular updates to the respective sales teams on client activities, news, and searches related to PC&E fundraising efforts
  • Support Sales and Consultant Relations with prospect and client queries, due diligence requests, and roadshows
  • Maintain prospect lists for each private markets fundraising campaign
  • Management of marketing materials in close cooperation with Marketing, Compliance and Legal
  • Responsible for monitoring client engagement and capital raising reports across products

FAQs

What is the primary focus of the Private Markets Distribution (PMD) team?

The PMD team is responsible for leading and driving all capital raising activities for the Private Credit & Equity (PC&E) platform and collaborates closely with investment teams, global sales teams, and marketing.

What qualifications are required for this associate position?

The position requires experience in financial services, preferably in an institutional setting, strong communication and relationship-building skills, the ability to stay organized across multiple projects, and strong analytical and computer skills, particularly in Excel.

What tasks will the associate be responsible for?

The associate will develop client engagement content, assist in fundraising efforts, create presentation decks, manage data rooms, track sales activities in Salesforce, provide updates on client activities, and maintain prospect lists.

Is prior experience in private capital markets necessary?

While not strictly necessary, experience in private capital raising or private capital markets is considered a plus for this role.

What tools or software should applicants be familiar with?

Applicants should be strong in Excel for data analysis, and knowledge of Tableau or other analytics programs, as well as experience with Salesforce, is a bonus.

What kind of environment does Morgan Stanley promote for its employees?

Morgan Stanley promotes a supportive and inclusive environment that enables employees to maximize their full potential, emphasizes collaboration, and values diverse backgrounds and experiences.

Are there opportunities for career advancement within Morgan Stanley?

Yes, there is ample opportunity for employees to move about the business for those who demonstrate passion and results in their work.

How does Morgan Stanley approach flexible working arrangements?

Morgan Stanley empowers employees to choose flexible work arrangements, and interested individuals can speak to the recruitment team for more information.

What are some of the company's core values?

Morgan Stanley's core values include putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back to the community.

Is this position likely to involve collaboration with other teams?

Yes, the role involves collaboration with senior and junior members of the PMD team, as well as with Marketing, Compliance, and Legal teams for managing marketing materials and client engagement.

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Morgan Stanley

Finance
Industry
10,001+
Employees
1935
Founded Year

Mission & Purpose

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 — put clients first, do the right thing, lead with exceptional ideas, commit to diversity and inclusion, and give back — that guide its more than 70,000+ employees across 41 countries.