Defined Contribution Analyst/Associate:
Outsourced Chief Investment Officer (7CIO8) 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.
Responsibilities
- Support Portfolio Managersto build and manage client investment menus and portfolios for OCIOsDefined Contributionclients
- 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.
Qualifications
- 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, andWord
- 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)
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients 6 helping them reach their goals. We do it in a way that s differentiated 6 and we ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren t just beliefs, they guide the decisions we make every day to do what s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-officesinto your browser.
Expected base pay rates for the role will be between $70,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
