Equity Sales and Products Associate

Morgan Stanley
New York, USA
10 Aug 2022
24 Aug 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Equity Sales and Products Associate
Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust.

Position Summary
Equity Sales and Products Solutions professionals at Morgan Stanley Wealth Management leverage the thought leadership of the firm and deliver market commentary, actionable trade ideas and positioning advice to Financial Advisors for use in client accounts.

Primary Responsibilities:
  • • Facilitate market dialogue and promote equity sales/ trading activity with Financial Advisors
  • • Leverage the intellectual capital of MSWM and MS & Co. to provide tactical and thematic equity ideas to Financial Advisors
  • • Develop relationships with MS Research Analysts and Institutional Sector Sales Specialists to develop subject matter expertise in a particular sector
  • • Identify high conviction buy/ sell opportunities to both Financial Advisors and other members of the Capital Markets Equity Sales team
  • • Communicate regularly with Financial Advisors & clients who have large equity positions
  • • Review client equity portfolios to identify tactical and positioning opportunities


  • • Bachelor's Degree Required
  • • 3-5 years of experience in a financial services/sales related role
  • • Possess a strong understanding of the financial services industry and global capital markets products

  • • Possess a strong interest in equity markets and excellent written and oral communication skills, as a fast-paced and intense work environment requires an aptitude for analyzing and interpreting often complex information in a timely manner.
  • • Self-motivated, innovative, hardworking individual, who can handle multiple tasks and competing deadlines
  • • Team player with excellent interpersonal skills and ability to work with various professionals
  • • Outstanding attention to detail and follow-up
  • • Demonstrate strong time management/ prioritization skills and solid judgement
  • • Proficient Microsoft Office skills
  • • Series 7 and 63 licenses required
  • • Knowledge of Bloomberg
This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment
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