MS Investment Management Latin America & US Offshore Sales Analyst

Descrição : MS Investment Management Latin America & US Offshore Sales Analyst. A empresa : Morgan Stanley. Localização : São Paulo, SP

MS Investment Management Latin America & US Offshore Sales Analyst

Job Number:


POSTING DATE: Oct 30, 2020 PRIMARY LOCATION: Americas-Brazil-São Paulo-Sao Paulo JOB: Asset/Investment Management EMPLOYMENT TYPE: Full Time JOB LEVEL: Analyst


The individual will support an external sales team with maintaining business relationships with intermediary and institutional clients in Brazil, rest of Latin America and the US Offshore market. The position will be based in Sao Paulo. Responsibilities:
  • Support external sales team as an internal point person for existing and prospective clients in Brazil, rest of Latin America and the US Offshore market.
  • Coordinate/Schedule client events/conferences, road shows and meetings as well as logistics for these initiatives. Responsible for trip/client follow up
  • Communicate with clients via phone/ email to provide fund information
  • Work with marketing to prepare materials/ presentations for client meetings
  • Maintain marketing library and liaise with marketing teams in the US and London
  • Provide regular update and analysis on sales figures, tracking and coordinate effort with operations
  • Responsible for input of legal agreements and follow-up
  • Coordinate operational support for the business with Client Services groups in the US and Luxembourg
  • Work with team in project implementation and execution
  • Work closely with the group to prepare business plans, sales objectives, forecasts, and sales channel reporting
  • Maintain detailed client databases in firm CRM, coordinate mass client distributions and communications
  • Perform additional functions including, but not limited to, telephone coverage, file maintenance and calendar maintenance


  • 1 - 2 years of sales experience of asset management products with broker dealers, private banks and institutional investors.
  • Knowledge of financial markets and offshore investments (equity, fixed income and alternative investments)
  • Quantitative and financial analysis skills a plus
  • Highly motivated individual – takes initiative and task oriented
  • Excellent interpersonal and communication skills
  • Creative talent to develop and implement sales ideas
  • Proven track record of meeting rapid-pace, demanding client needs. Team player with a positive attitude and the ability to work under pressure. Comfortable working with people at all organizational levels.
  • Ability to perform a variety of tasks and flexibility to change focus quickly
  • Skill to effectively prioritize and make the appropriate trade-offs as needed
  • Must speak English fluently and Spanish is helpful but not required