OCIO DC Analyst/Associate: Investment Strategy & Reporting

Morgan-Stanley; Town of Islip (NY); On-site; USD 70,000 - 115,000; Full time

Job summary

Morgan Stanley defines a Defined Contribution Analyst/Associate role within the Outsourced Chief Investment Officer (OCIO) group, focusing on portfolio construction and analytics for Defined Contribution clients. You will support portfolio managers and work with industry tools to optimize client menus and reporting.

The role emphasizes learning Morgan Stanley systems, performing analytical tasks, and collaborating with internal and external partners.

Qualifications

• Intellectual curiosity and willingness to learn new concepts and processes.
• Detail-oriented mindset with multitasking ability.
• Strong organization and project management skills.
• Proactive, hardworking approach with professional accountability.
• Experience with Microsoft Office applications including Excel, PowerPoint, and Word.
• Excellent verbal and written communication skills.

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.

Skills

Intellectual curiosity

Detail-oriented

Organizational skills

Project management

Strong written and verbalCommunication

Education

Undergraduate degree

Tools

Microsoft Office (Excel, PowerPoint, Word)

Job description

Morgan Stanley defines a Defined Contribution Analyst/Associate role within the Outsourced Chief Investment Officer (OCIO) group, focusing on portfolio construction and analytics for Defined Contribution clients. You will support portfolio managers and work with industry tools to optimize client menus and reporting.

The role emphasizes learning Morgan Stanley systems, performing analytical tasks, and collaborating with internal and external partners.