Morgan Stanley’s Institutional Equity Division (IED) is a world leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Our broad and deep client relationships, market-leading platform and intellectual insights enable us to be a world-class service provider to our clients for their financing, market access and portfolio management needs.
Associate – PB Europe
Updating & Maintaining PB roadshow details in firm systems
Updating firm system with relationship mandates, coverage notes, overviews, performances, etc.
Monthly analysis of investor conversations
Meeting Calendar maintenance for the team
Managing Conference registrations
Sending and updating data of client/investor like blurbs etc.
Requesting accesses for firm system for clients and filling in the fund info
Adding contacts/creating investor entities in firm systems
Pulling and saving down fund profiles as they are submitted via firm systems
Pre-populate profiles from Word doc to firm system
Maintenance of fund tear sheets for a list of clients
Monthly snapshot of HF performance
Maintenance of various excel spreadsheets involving HF data
Graduate/MBA with 0-1 year equity market work experience preferred
Excellent communication skills both verbal and written;
Good knowledge of MS Excel, Access, PowerPoint. Knowledge of VBA/Macro will be an added advantage.
High degree of attention to detail.
Strong analytical skills
Proactiveness towards learning and executing tasks.