Latam and US Offshore Sales Analyst/Associate

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 25 countries with $1.9 Tn in assets under management or supervision as of March 31, 2026. 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.

The individual would be part of the Latin America and US Offshore Sales team at Morgan Stanley Investment Management. The individual will support senior sales colleagues with maintaining business relationships with institutional and intermediary clients. The role would have additional sales responsibilities covering financial advisors, private bankers and other US Offshore intermediary clients in Florida, New York, Texas and California. The position will be based in New York, NY.

Responsibilities:

·      Support external sales team as an internal point person for existing and prospective institutional and intermediary clients.

·      Additional sales responsibilities include providing internal support in covering financial advisors, private bankers and other US Offshore intermediary clients.

·      Coordinate/Schedule client events/conferences, road shows and meetings as well as logistics for these initiatives. Responsible for trip/client follow up.

·      Develop a deep understanding of MSIM’s suite of funds and investment strategies.

·      Communicate MSIM product information to clients and explain the investment philosophy and process.

·      Working closely with the sales team to help prepare business plans, sales channel reporting or other internal management requests for the business.

·      Maintaining, creating, updating and reporting sales opportunities/pipelines/meeting notes in Salesforce.

·      Alignment and proactive collaboration with internal departments (product management, investment teams, marketing, sales controlling, etc.).

·      Work with the marketing team on the creation of publications and strategy-focused collateral that resonate with clients.

·      Support intermediary onboarding, due diligence, and legal documentation in coordination with control partners.

·      Coordinate operational support for the business with Client Services groups in the US and Luxembourg.

·      Work with team in project implementation and execution.

Qualifications:

·      2 – 3 years of sales experience of offshore asset management products with broker dealers, private banks and institutional investors in Latin America and the US non-resident client (NRC).

·      Strong knowledge of financial markets, the asset management industry and offshore investment vehicles across equities, fixed income, and alternative investments

·      Quantitative and financial analysis skills a plus

·      Excellent communication, presentation, and interpersonal skills; comfortable engaging at all organizational levels.

·      Highly motivated, organized, and able to prioritize in a fast-paced, client-driven environment. Team player with a positive attitude and the ability to work under pressure.

·      Ability to perform a variety of tasks and flexibility to change focus quickly.

·      Skill to effectively prioritize and make the appropriate trade-offs as needed.

·      FINRA Series 7 and 63 required (or obtainable within a defined timeframe); CFA/CIMA a plus.

·      Fluency in Spanish required; Portuguese strongly preferred.

·      Position requires permanent work authorization in the US.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $70,000 and $124,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.