Analyst/Associate
Morgan Stanley
About the Role
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.
Key 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.
Requirements & Tech Stack
- Proficiency in Microsoft Office including Excel, PowerPoint, and Word.
- 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).
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.
- Exemplary verbal and written communication skills.
- Undergraduate degree is required.