Wealth Strategies Sales Support Analyst

Job description

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries and a total of $1.9 trillion in assets under management as of December 31, 2025. 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. Basic Purpose: Responsible for supporting sales efforts of Associate and Strategy Specialists for the firm’s high net worth sales team. This includes assisting with analysis requests, facilitating the onboarding of new accounts for clients, providing client service support, and assisting the team in requests that come through the group telephone line. Primary Responsibilities: Run transition and hypothetical analyses for use with financial advisors selling Eaton Vance products. Assist in onboarding new clients into the various investment vehicles the team covers (separately managed accounts, option overlay programs and private placements). This includes helpin...