Wealth Management, OCIO Defined Contribution Retirement - Analyst/Associate
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. The 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 Contribution plans, Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management.
Requirements
- Intellectual curiosity and a strong desire to learn new concepts, tools, and investment processes.
- Detail-oriented mindset with the ability to multitask and manage multiple priorities.
- Strong organizational and project management skills.
- Proactive, hardworking approach with strong professional accountability.
- Proficiency in Microsoft Office including Excel, PowerPoint, and Word
- Exemplary verbal and written communication skills
- Undergraduate degree is required
- FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 180 days of hire (additional licensing may be required)
Responsibilities
- Support Portfolio Managers to build and manage client investment menus and portfolios for OCIO’s Defined Contribution clients
- Learn and utilize Morgan Stanley systems, like wealth planning and portfolio analysis tools (i.e. Morningstar, eVestment, etc.).
- Conduct analytical work at the request of Portfolio Managers on the OCIO Defined Contribution team, including portfolio, manager selection, trade, and ad hoc investment analyses.
- Interface with internal and external partners, including research, trading, operations, product specialists, third-party vendors, investment managers, custodians, and recordkeepers.
- Support the production of intellectual capital, client reporting materials, and industry commentary.
- Contribute to Defined Contribution new business development efforts, including support for RFP responses and production of prospect-facing content.
Benefits
- Comprehensive employee benefits and perks in the industry
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
