Portfolio Specialists drive new business development, service existing clients and collaborate in the creation of content for distribution
Job Summary
Portfolio Specialists drive new business development, service existing clients and collaborate in the creation of content for distribution.
The candidate will also perform operational and administrative activities including sales pipeline reporting and opportunity tracking, support of business development meetings, investor on-site due diligence visits and roadshow planning, and preparation of meeting materials.
At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
Matching Summary
Portfolio Specialists drive new business development, service existing clients and collaborate in the creation of content for distribution.
Skills & Requirements
Must-have
client requests and inquiries
liaison with investment teams
sales pipeline reporting
investor due diligence visits
roadshow planning
market research and product trends
Nice-to-have
detail oriented and confident individual
ability to solve problems
build strong relationships
thriving in a fast-paced work environment
consensus-builder
Key Requirements
Bachelor’s Degree in business, finance, or related field