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1 Morgan Stanley Portfolio Specialist Job
Associate - Specialty Solutions Business - Portfolio Specialist
3-6 years
Mumbai
1 vacancy
Associate - Specialty Solutions Business - Portfolio Specialist
Morgan Stanley
posted 3mon ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- Play an integral role as liaison between the Portfolio Management / Business COO teams and Sales & Distribution partners (Wealth Strategies Group).
- Design and define an interactive process of identifying, supporting and engaging key population of intermediary relationships at time of new product launch, and throughout the lifecycle of the relationship / life of the fund. Define and document roles and responsibilities, as well as hand-offs and record retention requirements as part of this process.
- Partner with Marketing and WSG in maintaining inventory and availability of internal and external marketing collateral.
- Establish, coordinate and monitor evolving calendar of RFP and Due Diligence requests across products and distribution / intermediary partners; remain closely aligned with Offshore DDQ team in overseeing fulfillment of requests. Maintain a tracker of progress across intermediary firms.
- Assist in the completion and review of Request for Proposals (RFPs) and other client questionnaires, as appropriate.
- Work alongside sales and distribution to organize periodic updates, roadshows and meetings to promote SSG offerings and drive new business.
- Partner with investment teams to deliver thoughtful and timely market outlook and portfolio activity commentaries to existing and prospective clients, helping to develop industry standard reporting.
- Perform industry research to keep current on market and competitor trends, and ensure SSG s product suite is innovative and in line with market expectations.
- Liaise with other teams within MSIM, including Legal, Compliance, Risk, Sales, Marketing, and Product Management, to ensure successful coordination and servicing of internal and external clients, and prospective new business opportunities.
- Provide ongoing support to the office of SSG COO team on ad-hoc requests.
Skills desired
An undergraduate in business, finance, or other related field.
Knowledge of equity, real estate and alternative investments beneficial.
3-6 years of experience the financial services industry, in an investment/portfolio specialist, sales, investor relations, or business development capacity preferred.
Excellent written and verbal communication skills.
Self-starter with drive to be successful and 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; consensus-builder.
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 required.
Highly proficient in PowerPoint, Word and Excel.
Employment Type: Full Time, Permanent
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16%
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What Portfolio Specialist at Morgan Stanley are saying
Portfolio Specialist salary at Morgan Stanley
reported by
4
employees
with 4-11
years exp.
₹19
L/yr - ₹27.3
L/yr
84%
more
than the average Portfolio Specialist Salary in India
View more details
What Morgan Stanley employees are saying about work life
based on 1.4k employees
Flexible timing
Monday to Friday
No travel
Day Shift
Morgan Stanley Benefits
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Morgan Stanley Mumbai Office Locations
Mumbai Office
Morgan Stanley India Co. Private Limited, 18F, Tower 2, One Indiabulls Centre 841, Senapati Bapat Marg
Mumbai
Maharashtra 400013
Maharashtra 400013
Mumbai Office
Morgan Stanley, Athena, Bldg. No. 5, Sector 30, Mindspace, Goregaon West
Mumbai
Maharashtra 400090
Maharashtra 400090
Associate - Specialty Solutions Business - Portfolio Specialist
3-6 Yrs
Mumbai
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