Morgan McKinley
Investment Risk Analytics Sales - VP

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Your Team Responsibilities
As part of a team, the Analytics Sales Specialist contributes to business development by acting as an expert in solutions and investment management Analytics products. The Sales Specialists will use their knowledge of the investment management process, performance attribution, regulation, and contacts to work with client/prospect organizations and identify solutions in order to close sales opportunities.
This role requires involvement in all aspects of the sales cycle, including relationship building and management, product demonstrations, and contract negotiation. In this role, the Sales Specialist will work closely with Global Client Service, Client Consultants, Marketing, Product Management, and Finance departments.
Your Key Responsibilities
- Help the Analytics product line to achieve targeted revenue goals
- Strategic territory and account planning to identify and close sales opportunities
- Achieve targeted revenue goals within the respective sales territory
- Answer detailed client inquiries about products and methodologies
- Work closely with other functions (client service, legal, contracts, billing, etc.) to ensure that all client requests/inquiries are managed appropriately
- Proactively solicit client feedback regarding new initiatives and future product development
- Provide feedback from clients to Marketing, Sales, Research, and Product Development groups
- Attend relevant industry events
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
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Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
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No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Your Skills And Experience That Will Help You Excel


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- Strong analytical and quantitative skills
- Understanding of/experience dealing with major financial institutions including Asset Managers, Hedge Funds, Broker Dealers, Pension Plans, and/or Consultants
- Strong understanding of the global equity and fixed income markets
- A self-starter and highly motivated; ability to work individually and within a team
- Thorough understanding of the investment management process
- Someone who enjoys intellectual and analytical challenges
- Understanding of and in-depth experience dealing with major financial institutions, especially institutional investors
- Strong understanding of financial markets
- Minimum of 5 years sales experience and at least 7 years of experience in financial services
- Excellence in both individual achievement as well as teamwork with a diverse set of departments
- Bachelor's Degree Required; MBA or Masters Degree preferred
- Excellence in spoken and written English required
- Experience in Portfolio Management is a plus
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