Team – Global Marketing Operations 

Level – Associate

Department Profile

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.5 trillion in assets under management or supervision as of June 30, 2024.  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.

Description of Role

We are looking for career-minded professionals with global perspective to join the Mumbai/Bangalore based Integrated Marketing Services team as an Associate to be involved in marketing specialist team. The role specifically supports the senior members of the Marketing Operations within MSIM Marketing

The successful candidate has experience in or knowledge of the investment management industry, experience with aggregating and interpreting performance, characteristics and other investment strategy data and representing these on marketing collateral along with a deep understanding of different investment products.  

Key responsibilities

·         As part of the Marketing Operations team and reporting to the India lead of Marketing Operations functionally, the individual is responsible for the following –

·         Actively involved in production and maintenance of various asset class marketing materials like Presentation, Fund Analysis, investment brochures, flyers, fund spotlights, factsheets, etc.,

·         Creation of marketing collaterals and work with firm systems, databases and resources to source quantitative and qualitative data, complete drafts of performance updates and other content updates within marketing collateral.

·         Responsible for preparing customized client reporting for clients which includes portfolio positioning, performance review and risk statistics

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

·         Review reporting requirements and setup customized reports for new and existing clients

·         Work on ad-hoc projects related to database management, client reporting process and any other initiatives on the marketing collateral

·         Ensure accuracy and timeliness of data through implementation of quality control processes, proofing and data checking.

Experience and Skills

·         In depth knowledge of the global investment management industry

·         Strong attention to detail with solid critical thinking and problem solving capabilities

·         Excellent project and time management skills

·         Demonstrated leadership ability and strength in communicating across multiple teams; working with partners to adhere to schedules and meet deadlines

·         Thrive in a fast paced, highly collaborative environment

·         Effective, proactive communicator with exceptional English writing and public-speaking skills; capable of interacting with colleagues at every level and across functions and investment teams

·         Highly skilled project manager; able to manage multiple deliverables, effectively convey expectations, efficiently guide team members, and deliver against timelines

·         Possess attention to detail within the larger context of a complex investment ecosystem

Qualification / Technical Expertise

·         Bachelor’s degree

·         Minimum of 6-10 years of relevant industry experience in the Asset Management industry and preferably in an investment support of marketing collateral creation role.

·         Strong technical knowledge of financial instruments (Equity and Fixed Income) and multi-asset investing along with willingness to learn about the portfolio implementation techniques used by the investments teams.

·         Working Knowledge of Bloomberg Terminal, Blackrock Aladdin and Barclays LIVE a plus

·         Good communication and ability to work and think independently, but within a team-based approach

·         Proficiency in MS PowerPoint, Word and MS Excel ,

·         Strong interpersonal skills; ability to develop effective working relationships with key stakeholders

“Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise 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.”