Marketing Operations - Associate - Investment Management

📌 Core Information

🔹 Job Title: Marketing Operations - Associate - Investment Management

🔹 Company: Morgan Stanley

🔹 Location: Mumbai, India

🔹 Job Type: Full-Time

🔹 Category: Financial Services

🔹 Date Posted: July 14, 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Supporting senior members of the Marketing Operations team within MSIM Marketing
• Creating and maintaining various asset class marketing materials
• Preparing customized client reporting and responding to client queries
• Working collaboratively with cross-functional teams to meet project deadlines
• Continuously improving data accuracy and quality control processes

ASSUMPTION: This role requires a strong understanding of the investment management industry and excellent project management skills to juggle multiple deliverables and meet deadlines.

📋 Key Responsibilities

✅ 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.

ASSUMPTION: This role involves a mix of creative and analytical tasks, requiring strong attention to detail and the ability to work independently within a team-based approach.

🎯 Required Qualifications

Education: Bachelor’s degree

Experience: Minimum of 2-4 years of relevant industry experience in the Asset Management industry and preferably in an investment support of marketing collateral creation role.

Required 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
• Thrive in a fast paced, highly collaborative environment
• Effective, proactive communicator with exceptional English writing and public-speaking skills
• 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

Preferred Skills:

• Working Knowledge of Bloomberg Terminal, Blackrock Aladdin and Barclays LIVE

ASSUMPTION: While not explicitly stated, proficiency in MS Office applications (PowerPoint, Word, Excel) is likely required for this role.

💰 Compensation & Benefits

Salary Range: INR 8,00,000 - 12,00,000 per annum (Estimated based on industry standards for the role, experience level, and location)

Benefits:

• Competitive health, dental, and vision insurance
• Retirement savings plans with company match
• Generous time-off policies
• Employee stock purchase plan
• Tuition assistance and professional development opportunities
• Employee discounts and perks

Working Hours: Full-time position, typically Monday-Friday, 9:00 AM - 6:00 PM IST, with flexibility for project needs

ASSUMPTION: Morgan Stanley is known for offering competitive compensation packages and comprehensive benefits to attract and retain top talent.

📌 Applicant Insights

🔍 Company Context

Industry: Morgan Stanley operates in the Financial Services industry, with a focus on investment banking, securities, wealth management, and investment management services.

Company Size: Morgan Stanley is a large corporation with over 10,000 employees globally, providing ample opportunities for career growth and development.

Founded: Morgan Stanley was founded in 1935 and has since grown into a leading global financial services firm.

Company Description:

• Morgan Stanley provides a wide range of financial services to clients worldwide, including corporations, governments, institutions, and individuals.
• The company is committed to maintaining a first-class service and high standard of excellence, guided by its five core values.
• Morgan Stanley is an equal opportunities employer, fostering a supportive and inclusive environment where all individuals can maximize their full potential.

Company Specialties:

• Sales & Trading
• Investment Banking
• Investment Management
• Prime Brokerage
• Research
• Institutional Consulting
• Wealth Management
• Private Wealth Management

Company Website: www.morganstanley.com

ASSUMPTION: Morgan Stanley's extensive global presence and diverse range of services offer applicants the chance to work on complex, high-profile projects and collaborate with talented professionals from various backgrounds.

📊 Role Analysis

Career Level: This role is suited for professionals seeking to advance their careers in marketing operations within the investment management industry.

Reporting Structure: The role reports to the India lead of Marketing Operations functionally.

Work Arrangement: This is an on-site role based in Mumbai, with the possibility of occasional remote work for specific projects.

Growth Opportunities:

• Potential to work on high-profile projects and collaborate with senior members of the team
• Opportunities to learn about different investment products and strategies
• Chance to develop skills in project management, data analysis, and client reporting
• Possibility to advance within the Marketing Operations team or explore other roles within Morgan Stanley

ASSUMPTION: Given Morgan Stanley's size and global presence, there are ample opportunities for career growth and development within the company.

🌍 Location & Work Environment

Office Type: Modern, collaborative office space with state-of-the-art facilities

Office Location(s): Commerz III, Oberoi Garden City, Mumbai, India

Geographic Context:

• Mumbai is the financial capital of India, offering a vibrant and dynamic work environment
• The office is located in a prominent business district, providing easy access to amenities and transportation
• Mumbai offers a diverse cultural scene, with numerous attractions, restaurants, and entertainment options

Work Schedule: Full-time, Monday-Friday, with flexibility for project needs and potential overtime during peak periods

ASSUMPTION: Morgan Stanley's Mumbai office provides a professional and engaging work environment, fostering collaboration and innovation.

💼 Interview & Application Insights

Typical Process:

• Online application and resume screening
• Phone or video call with a member of the HR team
• On-site or virtual interview with the hiring manager and team members
• Background check and offer extension

Key Assessment Areas:

• Industry knowledge and understanding of investment management products
• Project management and organizational skills
• Communication and interpersonal skills
• Attention to detail and data accuracy
• Problem-solving and critical thinking abilities

Application Tips:

• Tailor your resume to highlight relevant experience and skills, using keywords from the job description
• Prepare for behavioral and situational interview questions, focusing on your problem-solving skills and ability to work collaboratively
• Research Morgan Stanley's company culture and values to demonstrate your fit with the organization

ATS Keywords: Investment Management, Marketing Operations, Client Reporting, Project Management, Data Accuracy, Attention to Detail, Financial Instruments, Team Collaboration, English Writing Skills, Public Speaking Skills

ASSUMPTION: Morgan Stanley's application process is designed to assess candidates' technical skills, cultural fit, and potential for growth within the organization.

🛠️ Tools & Technologies

• Bloomberg Terminal
• Blackrock Aladdin
• Barclays LIVE
• MS Office Suite (PowerPoint, Word, Excel)
• Firm-specific databases and resources

ASSUMPTION: Familiarity with industry-standard tools and technologies is essential for success in this role, and candidates should be prepared to demonstrate their proficiency during the interview process.

👔 Cultural Fit Considerations

Company Values:

• Do the right thing
• Put clients first
• Lead with exceptional ideas
• Commit to diversity and inclusion
• Give back

Work Style:

• Collaborative and team-oriented
• Fast-paced and dynamic
• Results-driven and focused on delivering high-quality work

Self-Assessment Questions:

• Do you thrive in a fast-paced, collaborative environment?
• Are you comfortable working independently and managing multiple deliverables?
• Do you possess strong communication skills and the ability to work effectively with cross-functional teams?

ASSUMPTION: Morgan Stanley values candidates who align with their core values and can demonstrate a strong work ethic, collaborative spirit, and commitment to delivering exceptional results.

⚠️ Potential Challenges

• Managing multiple deliverables and meeting tight deadlines
• Working with large datasets and ensuring data accuracy
• Adapting to a fast-paced, dynamic work environment
• Collaborating effectively with cross-functional teams

ASSUMPTION: While this role presents numerous opportunities for growth and development, it also comes with its own set of challenges that candidates should be prepared to navigate.

📈 Similar Roles Comparison

• This role is similar to other marketing operations positions within the investment management industry, but may differ in terms of the specific products and services marketed and the scale of the organization
• Compared to other roles in the financial services sector, this position may require a deeper understanding of investment products and strategies
• Career progression in this role may involve moving into more senior marketing operations positions or exploring other roles within Morgan Stanley

ASSUMPTION: While this role shares similarities with other marketing operations positions, its unique context within Morgan Stanley's investment management division sets it apart.

📝 Sample Projects

• Creating and maintaining marketing materials for a new investment product launch
• Developing customized client reporting templates and processes
• Implementing quality control processes to improve data accuracy and timeliness

ASSUMPTION: These sample projects illustrate the diverse range of responsibilities and initiatives that candidates may encounter in this role.

❓ Key Questions to Ask During Interview

• Can you describe the team structure and dynamics within the Marketing Operations team?
• How does this role contribute to the overall success of Morgan Stanley's investment management division?
• What opportunities are there for professional development and growth within this role and the broader organization?
• How does Morgan Stanley support work-life balance for its employees?
• What are the most challenging aspects of this role, and how can I best prepare to succeed in them?

ASSUMPTION: Asking thoughtful, well-researched questions during the interview process demonstrates your interest in the role and commitment to success.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume to highlight relevant experience and skills, using keywords from the job description
• Prepare a cover letter that demonstrates your understanding of the role and enthusiasm for the opportunity
• Prepare for behavioral and situational interview questions, focusing on your problem-solving skills and ability to work collaboratively
• Research Morgan Stanley's company culture and values to demonstrate your fit with the organization
• Follow up with the hiring manager one week after your interview to express your continued interest in the role

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.