WM Global Investment Office - Market Research & Strategy, VP – Portfolio Specialist

Morgan Stanley • New York, NY

2d • $140,000 - $205,000

About The Position

The Global Investment Office (GIO) is the investment and research hub within Morgan Stanley Wealth Management, comprising more than 250 analysts, strategists, and planners dedicated to supporting financial advisors and their clients. Led by the Wealth Management CIO, GIO develops the firm’s investment strategy by integrating financial planning, asset allocation, and portfolio construction insights. Serving as an extension of an advisor’s practice, GIO provides the tools, research, and intellectual capital to help advisors deepen client engagement, enhance investment performance, scale their businesses, and drive growth across all client segments. Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses, and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust. The Global Investment Office provides investment advice via asset allocation, production selection, portfolio construction and thought leadership to help Financial Advisors and clients navigate markets. Within the Global Investment Office, the Equity MAPs investment team is focused on equity research and manages 63bn across 8 long-only equity portfolios. In this capacity, the team performs due diligence and portfolio construction to create high quality equity portfolios. These are provided to Financial Advisors and clients via SMAs. The team also generates proprietary research on special topics like digital assets, manages all content for the On the Markets publication and frequently presents to FAs and clients across all channels: OCIO, MSFO, PWM, IWM and core. Overview of Role: Create objective scoring system to help team manage and prioritize requests; measure engagements and build more systematic analysis for new opportunities Sit parallel to team to learn each portfolio process, key positioning, individual stock theses, and thematic perspectives and be able to share these views with advisors and clients Understand risk management and performance tracking processes to present on attribution analysis Publish written research to communicate market views, portfolio changes, and performance to Financial Advisors and clients Overhaul and streamline calls with field and generate new multi-channel engagement approach Provide ad hoc portfolio reviews, to help Financial Advisors manage client assets Participate in client meetings and events to communicate broad macroeconomic outlook and related portfolio implementation

Requirements

• Bachelor's degree required.
• 5-10 years’ experience in financial markets; of which connectivity with financial advisors, strong knowledge of markets and presentation skills are key
• Demonstrated written and verbal communication skills
• Strong analytical and quantitative skills
• Detail oriented
• Intellectually curious
• Series 7 & 66 preferred - or willingness to obtain upon hire

Responsibilities

• Create objective scoring system to help team manage and prioritize requests; measure engagements and build more systematic analysis for new opportunities
• Sit parallel to team to learn each portfolio process, key positioning, individual stock theses, and thematic perspectives and be able to share these views with advisors and clients
• Understand risk management and performance tracking processes to present on attribution analysis
• Publish written research to communicate market views, portfolio changes, and performance to Financial Advisors and clients
• Overhaul and streamline calls with field and generate new multi-channel engagement approach
• Provide ad hoc portfolio reviews, to help Financial Advisors manage client assets
• Participate in client meetings and events to communicate broad macroeconomic outlook and related portfolio implementation

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees