Associate, Institutional Business Development - Parametric
Boston, MA · Minneapolis, MN$70k–$140kPosted Jul 21, 2026
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Single PositionView All JobsAssociate, Institutional Business Development - ParametricBoston, Massachusetts, United States of America +1 moreApply NowFind out how well you match with this jobUpload your resumeJob descriptionEmployment TypeFull timeJob LevelProfessionalPosted DateJul 20, 2026ABOUT MORGAN STANLEYMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.ABOUT PARAMETRICParametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.This role is part of Parametric's hybrid working model, which requires working in the office 3 days a week and remotely the remaining days of the week.ABOUT THE ROLEThe Associate, Institutional Business Development provides ongoing support to the Institutional Sales and Service Team as a key member of the Business Development group. Perform activities including institutional sales pipeline reporting and opportunity tracking, CRM maintenance, support of business development meetings, investor on-site due diligence visits and roadshow planning, and preparation of meeting materials.PRIMARY RESPONSIBILITIESWork in conjunction with two dedicated Institutional Business Development Directors to identify, build, and strengthen relationships and drive new sales activity within their defined territories.Assists with the preparation of materials for prospective investors including standard and custom decks, product summaries, white papers, etc. Works with internal teams to streamline requests and production of materials.Create and deliver standardized meeting preparation packages to ensure Business Development Directors and Investment Professionals are best prepared when meeting with prospective investors.Performs CRM System (Salesforce) maintenance with primary responsibility for creating and managing pipeline and opportunity reports, contact and organization updates, material requests, etc.Profile/pre-qualify potential investors for various investment strategies, and assist in the creation of subsequent formal business proposals.Responsible for workflow, process improvement execution, and ad-hoc projects to make the team more efficient, working with other members of the institutional distribution team (consultant relations and relationship management) as necessary.JOB QUALIFICATIONS Bachelor’s degree or equivalent is requiredCFA, or progress towards, preferred.FINRA Series 3, 7, and 63 preferred; if hired, must obtain FINRA Series 3, 7, and 63 within one-year of employment.2 - 4 years’ experience working in the investment management industryDedicated, self-motivated, detail oriented, and confident individual who is...