OCIO Defined Contribution Analyst

711 MS Smith Barney, LLC; New York (NY); On-site; USD 70,000 - 115,000; Full time

Job summary

Morgan Stanley is seeking a Defined Contribution Analyst/Associate to support OCIO client portfolios and investment menus for Defined Contribution clients.

You will work with Portfolio Managers, use wealth planning tools, perform analyses, and help prepare client reports and RFP responses.

Qualifications include an undergraduate degree and FINRA Series 7/66 (or 63/65) or willingness to obtain within 180 days; strong Excel, PowerPoint and Word skills.

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, and Word
• Exemplary verbal and written communication skills

Responsibilities

• Support Portfolio Managers to build and manage client portfolios for OCIO Defined Contribution clients
• Learn and utilize Morgan Stanley systems and wealth planning tools
• Conduct analytical work on portfolio, manager selection, trade and ad hoc analyses
• Interface with internal/external partners including research, trading and operations
• Support production of intellectual capital, client reporting, and industry commentary
• Contribute to Defined Contribution new business development, including RFP support

Skills

Intellectual curiosity

Detail-oriented

Strong organizational skills

Proactive

Microsoft Office

Excel

PowerPoint

Word

Verbal communication

Written communication

Education

Undergraduate degree

FINRA Series 7 and 66 licenses

Tools

Wealth planning tools

Portfolio analysis tools

Job description

Morgan Stanley is seeking a Defined Contribution Analyst/Associate to support OCIO client portfolios and investment menus for Defined Contribution clients.

You will work with Portfolio Managers, use wealth planning tools, perform analyses, and help prepare client reports and RFP responses.

Qualifications include an undergraduate degree and FINRA Series 7/66 (or 63/65) or willingness to obtain within 180 days; strong Excel, PowerPoint and Word skills.