Research Associate - Vice President
About The Position
Morgan Stanley's Institutional Consulting Solutions (ICS) business, part of Morgan Stanley Wealth Management Client Segments, offers consulting services to institutional investors. The Fiduciary Consulting Group (FCG) within ICS provides specialized investment consulting and fiduciary solutions to institutional clients across the US and Canada, including corporations, government entities, and non-profit organizations. FCG assists retirement plan sponsors, 529 plans, endowments, foundations, and trusts, operating under a documented fiduciary status. The FCG research team is responsible for defining the ICS FCG investment policy and supporting research in collaboration with the Wealth Management Global Investment Office (GIO). This role focuses on investment due diligence, analysis, reporting to institutional clients, client-facing coordination, and client project development and management.
Requirements
- Undergraduate degree required
- Approximately 5-10 years of previous experience in a similar role within the investment research or consulting industry
- Strong written and verbal communication skills
- Experience working directly with clients and producing client-facing research or investment deliverables
- Experience with Bloomberg, eVestment, and/or Morningstar Direct preferred
- Experience with AI- and AI-related integrations
- Desire to progress toward the CFA designation (if not already attained)
Nice To Haves
- Attentive to detail (quality and accuracy of materials)
- Team-oriented; able to cooperate across research and other departments to meet deadlines with quality work
- Independent thinker; able to think critically, process new information quickly, and work autonomously under tight deadlines
- Professional and personable; comfortable interacting and presenting with clients and investment managers
- Ambitious; long-term interest in Fiduciary Consulting Group and growth opportunities across divisions and broader Morgan Stanley
Responsibilities
- Provide ongoing investment due diligence, analysis and reporting to institutional clients
- Investment manager due diligence and selection
- Asset class research
- Portfolio construction and asset allocation
- Asset/liability modeling
- Driving scalable AI deployment and adoption in investment research
- Macroeconomic and industry research
- Client-facing responsibilities and client project development/management
- Assistance with RFP responses and related activities
Benefits
- Medical
- Prescription Drug
- Dental
- Vision
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and Other Insurance Plans
- Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
- 10 Paid Holidays
- 401(k)
- Short/Long Term Disability
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
