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Morgan Stanley · 4 hours ago

Client Engagement - Portfolio Solutions Group – Graduate-Level Internship

New York, NY

Internship

Onsite

Intern

$55/hr - $55/hr

0+ years exp

Morgan Stanley is a leading global financial services firm providing a wide range of investment management solutions. The Graduate-Level Internship in the Portfolio Solutions Group involves supporting business development, managing client relationships, and assisting in the preparation of marketing materials and client inquiries.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Play a key support role in PSG business development by updating and customizing marketing materials, gathering new business opportunities, and serving as a resource for new and existing client inquiries

Assist in the completion of Request for Proposals (RFPs) and other client questionnaires

Alongside other Portfolio Specialists on the team, contribute to managing existing client relationships and help coordinate client deliverables and review meetings

Support the production of thoughtful and timely market outlook, portfolio activity and thematic investment content for existing and prospective clients

Work alongside sales and other Portfolio Specialists on the team to help organize roadshows and meetings to promote the PSG offerings and drive new business

Perform market research to keep abreast of product trends and ensure PSG’s product suite is innovative and in line with sales teams’ expectations

Liaise with other teams within MSIM, including Legal, Compliance, Risk, Sales, Marketing, and Product Management, to ensure successful coordination and servicing of client accounts, particularly as it relates to materials

Provide ongoing support to the Portfolio Specialist team on ad-hoc requests. Liaise with Mumbai-based colleagues on client reports, market commentaries, and required client deliverables

Qualification

Multi-asset investmentsFinancial services experiencePowerPoint proficiencyExcel proficiencySpanish speakingVerbal communicationWritten communicationMarket researchTeam playerAttention to detailProject management

Required

An undergraduate in business, finance, marketing or other related field

Knowledge of multi-asset and/or alternative investments beneficial

0-3 years of experience in the financial services industry, in an investment/portfolio specialist, sales, investor relations, business development or marketing capacity preferred

Excellent written and verbal communication skills

Ability to manage and execute simultaneous projects and tasks without reminders

Strong attention to detail

Team player who enjoys working with others and reaching out proactively throughout the firm to gather information

Willingness to provide exceptional ongoing and bespoke service requires flexibility, meeting tight timelines, and thriving in a fast-paced work environment

Experience reviewing complex financial data sets is a plus

Highly proficient in PowerPoint, Word and Excel