Senior Research Analyst, AVP

Morgan Stanley • Greenwood Village, CO

1d • Onsite

About The Position

Morgan Stanley is a leading global financial services firm. The Institutional Consulting Solutions (ICS) business, part of Morgan Stanley Wealth Management Client Segments, provides consulting services and solutions to institutional investors. The Fiduciary Consulting Group (FCG), a specialized business within ICS, offers investment consulting and fiduciary solutions to institutional clients, specializing in retirement plans, 529 plans, endowments, foundations, and trusts. The FCG research team is responsible for investment policy and supporting research in partnership with the Wealth Management Global Investment Office (GIO). This role involves ongoing investment due diligence, analysis, and reporting to institutional clients, client-facing coordination, and client project development/management.

Requirements

• Undergraduate degree required
• Approximately 4-7 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 X Vacation Days annually)
• 10 Paid Holidays
• 401(k)
• Short/Long Term Disability

What This Job Offers

• Job Type: Full-time
• Career Level: Senior