IM Latin America and US Offshore Sales Team Analyst
1 month ago• Flexible / Remote
- Support external sales team as an internal point person for existing and prospective institutional and intermediary clients. - Additional sales responsibilities include providing internal support in covering financial advisors, private bankers and other US Offshore intermediary clients. - Coordinate/Schedule client events/conferences, road shows and meetings as well as logistics for these initiatives. - Communicate with clients via zoom/ 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. - 2 - 3 years of sales experience of offshore asset management products with broker dealers, private banks and institutional investors in Latin America and the US non-resident client (NRC). - 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. - 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. - Series 7, CFA helpful but not required. - Must speak Spanish fluently and Portuguese is a plus. - Position requires work authorization in the US. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $70,000 and $125,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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Client-provided location(s): Flexible / Remote
Job ID: Morgan-549785956975
Employment Type: OTHER
Posted: 2025-07-11T03:37:08
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Fitness Subsidies
- On-Site Gym
- Pet Insurance
- Mental Health Benefits
- FSA
- Virtual Fitness Classes
- HSA
Parental Benefits
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Return-to-Work Program
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Adoption Leave
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Leave of Absence
- Volunteer Time Off
- Personal/Sick Days
Financial and Retirement
- 401(K) With Company Matching
- Stock Purchase Program
- Performance Bonus
- Relocation Assistance
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Mentor Program
- Access to Online Courses
- Lunch and Learns
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
- Internship Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)