OCIO Defined Contribution Analyst/Associate — Portfolio Strategy

Morgan Stanley; 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’s DC client portfolios in a fast-paced investment environment. You will work with portfolio managers to build menus and analyze portfolios, gaining exposure to institutional and private clients.

You’ll learn Morgan Stanley systems and tools, contribute to client reporting and industry commentary, and support business development activities, including RFP responses and prospect-facing content.

Qualifications

• Undergraduate degree required.
• FINRA Series 7 and 66 licenses required or willingness to obtain within 180 days of hire.
• Proficiency in MS Office including Excel, PowerPoint, and Word.
• Exemplary verbal and written communication skills.

Responsibilities

• Support PMs 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

Proactive

Communication skills

MS Office

Education

Undergraduate degree

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Defined Contribution Analyst/Associate to support OCIO’s DC client portfolios in a fast-paced investment environment. You will work with portfolio managers to build menus and analyze portfolios, gaining exposure to institutional and private clients.

You’ll learn Morgan Stanley systems and tools, contribute to client reporting and industry commentary, and support business development activities, including RFP responses and prospect-facing content.