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Fixed Income Wealth Management Sales Analyst - Vice President
Morgan Stanley
New York, NY, United States
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Description
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 and Company (MSCO) is a Municipal Institutional market maker covering insurance companies, asset managers, mutual funds, hedge funds and banks in addition to one of the largest clients in the entire market, Morgan Stanley Wealth Management. MSCO underwrites and sells Morgan Stanley’s municipal new issue product, and provides liquidity to the market on both a taxable and tax exempt basis. Our Municipal Desk Analyst Team publishes commentary and analysis on municipal credit for both Institutional Customers and Wealth Management Financial Advisors. Our Municipal Strategy Team works closely with the Sales and Trading Desks to help lead in trade idea generation and strategy implementation.
Morgan Stanley Wealth Management (MSWM), a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust. Our MSWM Capital Markets Team provides individuals, corporations, and governments around the world with a wide range of products and services. Our scope extends across multiple asset classes, providing differentiated, commercial content and first class service.
Position Description
Fixed Income professionals at Morgan Stanley actively assess and manage risk, trade securities and interact with clients to structure and execute transactions in a constantly changing market.
Primary Responsibilities
Wealth Management Sales Analysts are responsible for facilitating and promoting sales/trading activity in Fixed Income products with Wealth Management Financial Advisors. Sales Analysts must have a strong interest in the Credit, Interest and Municipal markets, and possess excellent written and oral communication skills. A fast-paced and intense environment requires an aptitude for analyzing and interpreting often complex information in a timely manner.
• Facilitate fixed income transactions and sales with the top Wealth Management Financial Advisors
• Demonstrate the ability to engage Financial Advisors with market commentary and implement relative value trade ideas based on current market conditions
• Promote sales ideas by calling on Financial Advisors with product offerings
• Collaborate with traders, credit analysts and strategists to analyze and assess positions currently held in client accounts as well as source additional positions to facilitate client inquiry.
• Perform portfolio reviews of client accounts and propose potential reallocation strategies to take advantage of current market opportunities
• Participate in presenting content at Branch Offices and Regional Financial Advisor meetings as well as join in Global Partner sponsored events
Skills Required
• Bachelor’s Degree Required
• Possess a strong understanding of the financial services industry and global capital markets products
• Self-motivated, innovative, hardworking individual, who can handle multiple tasks and competing deadlines
• Proficient Microsoft Office skills
• Strong verbal and written communication skills
• Team player with excellent interpersonal skills and ability to work with various professionals.
• Outstanding attention to detail and follow-up
• Demonstrate strong time management/prioritization skills and solid judgment
• Series 7, 63 and 52 licenses required
• Knowledge of Bloomberg and familiarity with the ratings agencies.