Fiduciary Investment Research Associate

Morgan Stanley; Greenwood Village (CO); On-site; USD 110,000 - 185,000; Full time

Benefits offered by this job

Medical insurance

Dental and Vision

401(k) retirement plan

Paid time off

Discretionary bonus

Job summary

Morgan Stanley is seeking an experienced investment research professional to support the Fiduciary Consulting Group. You will perform due diligence, construct portfolios, and coordinate client projects with senior investment professionals in a dynamic, trustee-focused market.

The role emphasizes collaboration with Wealth Management and institutional clients, leveraging Bloomberg/Morningstar Direct for deliverables and pursuing CFA designation where possible.

Qualifications

• Undergrad degree required.
• Approximately 5–10 years in investment research or consulting.
• Strong written and verbal communication skills.
• Experience with client-facing research or deliverables.
• Familiarity with Bloomberg, eVestment and Morningstar Direct preferred.

Responsibilities

• Provide ongoing investment due diligence and reporting to institutional clients.
• Investment manager due diligence and selection.
• Asset class research.
• Portfolio construction and asset allocation.
• Asset/liability modeling.
• Drive scalable AI deployment in investment research.
• Macroeconomic and industry research.
• Client-facing responsibilities and project development/management.

Skills

Investment research

Client communication

AI integrations

CFA aspirant

Education

Undergraduate degree

Tools

Bloomberg

Morningstar Direct

eVestment

Job description

Morgan Stanley is seeking an experienced investment research professional to support the Fiduciary Consulting Group. You will perform due diligence, construct portfolios, and coordinate client projects with senior investment professionals in a dynamic, trustee-focused market.

The role emphasizes collaboration with Wealth Management and institutional clients, leveraging Bloomberg/Morningstar Direct for deliverables and pursuing CFA designation where possible.