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 expMorgan Stanley Investment Management is a leading investment firm with a diverse client base and significant assets under management. They are seeking a Graduate-Level Intern for their Portfolio Solutions Group to support business development, manage client relationships, and assist in research and marketing efforts.
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
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
Preferred
Spanish, Arabic or Mandarin speaking beneficial
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-01-22
2026-01-21
2026-01-21
Company data provided by crunchbase