Morgan Stanley 2022 Eaton Vance Global Relationship Management Intern Program (Boston)

2022-03-07 Morgan Stanley Morgan Stanley

Bachelor's Degree
Investment Management

Basic Purpose:

Provide support to the Global Relationship Management team on strategic accounts. Assist in promoting the distribution of the MSIM & Eaton Vance product lines throughout the respective client organizations.

Primary Responsibilities:

Investment Product

  • Work with Business Support team to provide assistance to Global Relationship Managers to help execute product opportunities and coordinate distribution efforts at key strategic account firms
  • Assist GRM in coordinating new fund and SMA launches/set-up at brokerage firms


  • Assist with the development and execution of targeted channel marketing campaigns and mailings
  • Collaborate with the team to create PowerPoint presentations both internally and externally


  • Understand, coordinate and help effectively communicate distribution capabilities to help drive sales
  • Communicate with internal and external sales team any marketing campaigns to promote sales
  • Establish excellent communication across functional areas of the firm— including sales, investment teams, marketing, product, operations/client service, and legal/compliance teams—to ensure seamless execution of business requests


  • Maintain team pipeline information in firm CRM systems and prepare client activity reports for senior management
  • Convert PDFs into spreadsheets for client analyses
  • Provide analyses from multiple investment teams
  • Pull account and performance data from propriety software
  • Work on ad hoc projects for GRM
  • General administrative tasks

Qualifications and Skills:

  • Expected completion of undergraduate degree by June 2023
  • Concentration in finance, business or marketing preferred
  • Strong Microsoft Office skills
  • Entrepreneurial and high degree of professionalism, organizational and time management skills, with the ability to work well under pressure while managing multiple responsibilities
  • Demonstrated success in taking initiative and delivering immediate and independent action to solve business problems
  • Commitment to a team-oriented environment and a willingness to openly share ideas and leverage the expertise of others in order to generate new ideas
Summer Analyst

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