Morgan Stanley

Associate - PSG Client Services Role (Investment Management)

Posted On

June 28, 2024

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

July 17, 2024

Job Description

Division : Investment Management

Job Title: Associate : PSG Client Services Role

Location: Mumbai

Job Level: Associate

Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.4 trillion in assets under management or supervision as of September 30, 2023. Morgan Stanley Investment Management 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.

Background on the Team

We are looking for career-minded professionals with a global perspective to join the Mumbai-based Integrated Marketing Services team to specifically support the members of the Portfolio Solutions Group (PSG) based in London, North America and Asia. The Portfolio Solutions Group manages over $36 billion AUM in customised multi-asset solutions. The team has a large number of separately managed clients and the primary aim of this role is to assist the investment team in implementing top-quality marketing and client servicing solutions

Responsibilities

· Responsible for preparing customised client reporting for PSG clients which includes portfolio positioning, performance review, commentary and risk statistics.

· Assist the team in London, North America and Asia to prepare client meeting books, as well as monthly/quarterly materials including factcards, performance summaries, presentations and other marketing collateral.

· Work closely with the reporting team in operations to respond to potential client reporting and portfolio data related queries

· Review reporting requirements and set up customised reports for new and existing clients.

· Drafting monthly regional market review and performance commentary.

· Supporting team members in London, North America and Asia, working on ad-hoc projects related to database management, the client reporting process and any other initiatives on marketing collateral.

Skills desired

· Experienced client reporting and marketing operations specialist, with strong excel and powerpoint skills.

· Good communication skills.

· Strong technical knowledge of financial instruments and multi-asset investing along with willingness to learn about the implementation techniques used by the Portfolio Solutions Group.

· Self-starter with the ability to work to deadlines and to prioritise tasks appropriately.

· Ability to work and think independently, but within a team-based approach is essential.

· Ability to focus on accuracy, implement feedback and with a strong attention to detail.

· Working Knowledge of Bloomberg Terminal is a plus.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents.

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