Global Marketing Operations, Associate, Investment Management
Skills
About the role
TEAM – Global Marketing Operations
LEVEL – Associate
LOCATION : Bangalore
Department Profile:
Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.9 trillion in assets under management or supervision as of March 2026. 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.
Description of Role:
We are looking for career-minded professionals with global perspective to join the Bangalore based Global Marketing Operations team as an Associate.
The successful candidate should have experience in or knowledge of the investment management industry, experience with aggregating and interpreting performance, characteristics and other investment strategy data and representing these on marketing collateral along with a deep understanding of different investment products.
Key responsibilities:
As part of the Marketing Operations team and reporting to the India lead of Marketing Operations functionally, the individual is responsible for the following:
Actively involved in production and maintenance of various asset class marketing materials like Presentation, Fund Analysis, investment brochures, flyers, fund spotlights, factsheets, etc.,
Creation of marketing collaterals and work with firm systems, databases and resources to source quantitative and qualitative data, complete drafts of performance updates and other content updates within marketing collateral.
Responsible for preparing customized client reporting for clients which includes portfolio positioning, performance review and risk statistics
Work closely with the reporting team in operations to respond to potential client reporting and portfolio data related queries
Review reporting requirements and setup customized reports for new and existing clients Work on ad-hoc projects related to database management, client reporting process and any other initiatives on the marketing collateral
Ensure accuracy and timeliness of data through implementation of quality control processes, proofing and data checking
Collaborate across teams on the launch of new products and the execution of product actions
Experience and Skills:
In depth knowledge of the global investment management industry
Strong attention to detail with solid critical thinking and problem solving capabilities
Excellent project and time management skills
Demonstrated leadership ability and strength in communicating across multiple teams; working with partners to adhere to schedules and meet deadlines
Thrive in a fast paced, highly collaborative environment Effective, proactive communicator with exceptional English writing and public-speaking skills; capable of interacting with colleagues at every level and across functions and investment teams
Highly skilled project manager; able to manage multiple deliverables, effectively convey expectations, efficiently guide team members, and deliver against timelines
Possess attention to detail within the larger context of a complex investment ecosystem
Qualification / Technical Expertise:
Bachelor’s degree Minimum of 4-5 years of relevant industry experience in the Asset Management industry and preferably in an investment support of marketing collateral creation role.
Strong technical knowledge of financial instruments (Equity and Fixed Income) and multi-asset investing along with willingness to learn about the portfolio implementation techniques used by the investments teams.
Working Knowledge of Bloomberg Terminal, Blackrock Aladdin and Barclays LIVE a plus
Good communication and ability to work and think independently, but within a team-based approach
Proficiency in MS PowerPoint, Word and MS Excel
Strong interpersonal skills; ability to develop effective working relationships with key stakeholders
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. 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. 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. 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.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
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