Morgan Stanley

Associate - BDS (Investment Management)

Posted On

June 19, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

July 23, 2025

Job Description

Job Description

Division: Investment Management

Job Title: Associate

Location: Mumbai / Bengaluru

Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

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. Morgan Stanley 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.

Department Profile

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.6 trillion in assets under management as of March 31, 2025. MSIM 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.

Background on the Team

We are looking for a career-minded professional with global perspective to join the Mumbai/ Bengaluru based Business Development Services (BDS) team. This role resides within Distribution Management for the Investment Management business unit. The team supports the completion of client questionnaires for various asset classes.

Responsibilities

As part of the Global BDS team, the individual is responsible for the following:

Work closely with a dedicated team of professionals whose primary responsibilities are to manage the client questionnaires.
Complete client questionnaires and liaise with Sales, Product Specialists, and other relevant departments to collate required information.
Work with global teams to ensure that high quality documents are completed on a timely basis.
Responsible for updating the content library on a timely basis.
Handle multiple tasks simultaneously and effectively project manage tasks.

Skills desired

Excellent project and time management skills.
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.

Requirements

Bachelor’s degree 3-5 years of experience and familiarity with Loopio/ Qvidian/ any proposal software is preferable.
Key attributes include communication, commitment, team spirit, and collaboration.
Ability to analyze data and generate recommendations for improvements.

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.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

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.

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