Wealth Management, OCIO Defined Contribution Retirement - Analyst/Associate

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

Defined Contribution Analyst/Associate:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.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.ResponsibilitiesSupport Portfolio Managers to build and manage client investment menus and portfolios for OCIO’s Defined Contribution clientsLearn 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.QualificationsIntellectual 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 WordExemplary verbal and written communication skillsUndergraduate degree is requiredFINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 180 days of hire (additional licensing may be required)WHAT YOU CAN EXPECT FROM MORGAN STANLEY:At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.Expected base pay rates for the role will be between $70,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .