WM Global Investment Office, UHNW International Team, Analyst
About The Position
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Outsourced Chief Investment Officer (“OCIO”) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management. This is a key role designed to support market coverage, enhance cross-border coordination, and strengthen connectivity across the International Wealth Management platform. The Analyst will serve as an integral partner to Portfolio Management, International Financial Advisors, and the Alternatives Product team to deliver customized investment solutions for UHNW international clients.
Requirements
- Undergraduate degree required
- FINRA Series 7 and 66 are required after hiring (additional licensing may be required)
- 1–3 years of experience in Asset Management, Wealth Management, OCIO, or Institutional Advisory.
- High attention to detail and strong organizational skills.
- Strong teamwork and collaboration skills to work effectively with cross-functional teams
Responsibilities
- Support strategic initiatives to expand Alternatives OCIO penetration across international UHNW individuals and family office clients.
- Maintain existing institutional client relationships by providing world class service, processing and escalation of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
- Support and ensure efficient execution of client onboarding, KYC/AML, regulatory documentation, and cross-border structuring.
- Coordinate with portfolio managers and product teams to ensure accurate and timely investment execution.
- Process documentation related to alternative investments (capital calls, sub docs, etc.) and liaise with fund managers and custodians.
- Assist with portfolio reporting, monitoring, and operational oversight to support client mandates.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
