Closed- End Fund an Exchange – Traded Fund Analyst


Morgan Stanley Wealth Management Investment Resources provides a range of wealth management products and services for affluent individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust.

Job Purpose and Your Responsibilities:

  • The Investment Resources group provides investment and portfolio management advice to Financial Advisors and clients
  • The team does fundamental, proprietary research on CEFs and ETFs in the equity, fixed income, and alternatives segments of the market
  • Primary responsibilities include analyzing individual CEFs and ETFs, making recommendations, and publishing research that expresses a reasonable basis and thought process behind the current recommendations.

Skills and Qualifications:

  • 2-5 years in a position with CEF and ETF experience
  • Bachelor’s degree required. Series 7 & 63 required. Candidate must be able to pass Series 86 & 87
  • CFA candidate a plus
  • Expertise in fundamental research, portfolio management strategies, and risk management techniques with strong knowledge of various CEF and ETF instruments
  • Strong writing skills required
  • Strong analytical, investment, and quantitative skills needed to analyze equity investments and portfolios
  • Technical proficiency in Excel, Word, and Bloomberg is required
  • Desire to work in a team environment.

Source: for more information click here.

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Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients.

Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are four core values — putting clients first, doing the right thing, leading with exceptional ideas and giving back — that guide its more than 55,000 employees in 1,200 offices across 43 countries.

  • Specialism Index Providers
  • Location New York
  • Address 1585 Broadway New York, NY 10036 United States
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