Job description
Investment Management - Executive Assistant
Job Number:
3231541
POSTING DATE: Feb 13, 2023
PRIMARY LOCATION: Europe, Middle East, Africa-United Kingdom-United Kingdom-London
JOB: Asset/Investment Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Analyst
DESCRIPTION
Morgan Stanley
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
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. We 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.
Morgan Stanley Investment Management
Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than 700 investment professionals around the world and $1.5 trillion in assets under management or supervision as of September 30, 2021.
Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Morgan Stanley Investment Management incorporated MSIM Fund Management (Ireland) Limited (MSIM FMIL) in 2018., a UCITS Management Company and AIFM (with MiFID Top-Ups) responsible for oversight of assets across multiple strategies including liquidity, active equity and fixed income, multi-strategy and alternatives.
Role
We are seeking an experienced assistant with first class organisational skills. The position will suit someone who is proactive and has a natural ability to remain calm under pressure. Workload will be time dependent with bursts of activity. Excellent communication skills are essential for the role as you will be required to deal with both internal and external clients and service providers.
Key responsibilities
To facilitate the communication flow and smooth administration through the following:
- Responsible for initiating, arranging and securing company meetings for Portfolio Managers/Portfolio Specialists and notifying the relevant attendees of those arrangements.
- Responsible for diary management and meeting co-ordination including catering / room arrangements.
- Organising complex global travel itineraries including ticket, hotel and ground transport arrangements
- Processing expense claims, ensuring that these comply with Company policy.
- Arranging conference rooms, AV equipment, dial in numbers and videoconference facilities as required
- Timely delivery of weekly portfolio meeting reports and other regular meeting information.
- General admin tasks including phone coverage, distribution of mail and messages
- Filing, maintenance of attendance records, call reports
- Updating excel spreadsheet and Outlook with internal and external contacts
- Filing research reports/client call reports for the International Equity Team utilising Mackey
- Maintaining a log of companies, the team has seen each month for client presentations
- Chasing portfolio managers to ensure that one page company notes are updated and filed in a timely and agreed manner
- Updating/maintaining the Master database for the International Equity Team
- Keeping track of movements within the portfolios and reasons for the changes
- Supporting the production of client reports, pitch books and materials providing the opportunity for broader understanding of the business and opportunity for personal development
- Covering for assistants to ensure the efficient operation of the team
QUALIFICATIONS
Skills and Experience Required
- Good team player
- Flexibility to align with the business needs of the team as they evolve
- Strong interpersonal skills and ability to communicate effectively, both verbally and in writing
- Excellent organisational and time management skills
- Advanced knowledge of the full Microsoft Office suite including PowerPoint, Excel and Word, and a natural interest and aptitude for learning new systems
- Methodical, logical approach with good attention to detail
- Ability to multi-task, to perform effectively and efficiently under pressure and to adapt to change
- Forward thinker
Skills and Experience preferred
- Experience in banking, investment management, equities, financial services environment
- Sell side research assistant or buy side assistant experience
- University degree preferred
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.