2025 Investment Management Coordinator Apprenticeship Programme (London)

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Program Description

Duration: 18 months
Qualification: Level 3 Digital Business Accelerator

Join us as an Apprentice at Morgan Stanley and work alongside industry experts gaining valuable on-the-job training, whilst working towards your qualification. Our Apprenticeship is all about giving you the foundations to kick start your career in a supportive environment and develop both personally & professionally.

This role sits within MSIM (Morgan Stanley Investment Management), which is a leading global asset management business, offering a comprehensive family of domestic and international bond, equity, alternative and multi-asset class products for individual and institutional investors and private partnerships that invest in private equity, venture capital and real estate opportunities. The position will suit someone with strong communication skills who is organised, proactive and calm under pressure.

What to Expect:

• Initiating, arranging and securing company and client meetings for Portfolio Managers & Specialists and notifying the relevant attendees
• Responsible for diary management and meeting co-ordination
• Processing expense claims, ensuring these comply with Company policy
• Deal with returned foreign currency and send all outgoing expense reports to accounts
• Arrange conference rooms, AV equipment, dial-in numbers and videoconference facilities
• General admin tasks including phone coverage, distribution of mail and messages
• Filing, maintenance of attendance records, call reports
• Updating excel spreadsheet and Outlook with internal and external contacts
• Review of invoices to ensure accuracy prior to approval
• Updating/maintaining the Master database for the International Equity Team
• Keeping track of movements within the portfolios
• Adhoc Research projects from the Specialists/ reporting Manager
• Process payment of invoices and vendor payments through “TeamConnect and Smaart” system

Skills Needed:

• Good team player & able to collaborate
• Flexibility to align with the business needs of the team as they evolve
• Strong interpersonal skills and ability to communicate effectively, both verbally and in writing
• Excellent organisational and time management skills
• Knowledge of the full Microsoft Office suite including PowerPoint, Excel and Word, and a natural interest and aptitude for learning new systems
• Methodical, logical approach with good attention to detail
• Ability to multi-task, to perform effectively and efficiently under pressure and to adapt to change
• Forward thinker

You Must Have:
Have achieved GCSE English & Maths 4-9 (C-A*) or equivalent
Have achieved or be on track to achieve three A levels or equivalent, grade C or above

Are you interested in this program? Submit your application now to join the team.

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