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Wealth Management, OCIO Defined Contribution Retirement - Analyst/Associate at Morgan Stanley

Department: Operations

Compensation

$70,000 – $115,000/yr

Setup
On-site
Location
New York, New York
Level
entry
Posted

Description

Morgan Stanley is hiring a Defined Contribution Analyst/Associate to support portfolio managers in building and managing client investment menus and portfolios for OCIO Defined Contribution clients. The role involves portfolio and manager selection, trade and ad hoc investment analysis, coordination with research, trading, operations, vendors, investment managers, custodians, and recordkeepers, production of client reporting and industry commentary, and support for new business development and RFP responses. Candidates need strong analytical, organizational, communication, and Microsoft Office skills, an undergraduate degree, and FINRA Series 7 and 66 (or 63 and 65) licenses or willingness to obtain them within 180 days of hire. Expected base pay is $70,000 to $115,000 per year.

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