Job Purpose:

  • Wealth Management Investment Resources produces macro-to-micro research and analysis to help FAs build their practices and manage their clients’ portfolios.
  • Provide direction on investment strategy
  • Publish market related commentary, including investment themes, actionable ideas, and “white papers”
  • Design and monitor asset allocation models and single security model portfolios / baskets
  • Perform asset manager due diligence (cover ~1,400 total traditional and alternative funds)
  • Provide research coverage on Municipals, ETFs, CEFs, and Technical Research
  • Partner with Advisors to understand investments and help them manage relationships with clients and close business with prospects; manage field initiatives including road shows, conference calls, summits

Responsibilities:

  • The ChartBook and Market Insights team within Morgan Stanley’s Wealth Management Investment Resources (WMIR) builds, maintains, and supports a library of financial resources and content available for advisors and clients.
  • Primarily responsible for helping develop and communicating market insights related to economic conditions, market fundamentals, technical analysis, and industry and regional assessments through a digital interface (Morgan Stanley Wealth Management ChartBook).
  • The team seeks an analytical and solutions-oriented individual to manage MSWM’s ChartBook and market analysis platform.
  • This role will be responsible for production processes and support content development.
  • They will also have the opportunity to lead a small team of analysts, assess global capital markets, and create original market analysis.
  • The role comes with significant responsibilities requiring a high degree of technical competence and process management skills.
  • The candidate will have the chance to work side-by-side with key members of the Global Investment Committee and senior management throughout WMIR along with the primary consumers to refine content.

Skills and Qualifications:

  • Bachelor’s degree
  • 4+ years of experience analyzing financial markets
  • Graduate degree or CFA is a plus
  • Series 7 and 66 preferred
  • Strong attention to detail and analytical skills
  • Understanding of financial markets and their key drivers
  • Familiarity with asset allocation principles
  • Significant experience with market data research systems (e.g., Bloomberg, FactSet, Haver, etc.)
  • Advanced Excel Modeling and PowerPoint skills
  • Research production or process management experience
  • Strong project management skills
  • Experience managing a small team
  • Support a team atmosphere including idea sharing, learning, and support
  • Excellent problem-solving and analytical skills with strong business judgment
  • Leadership experience preferred
  • Intellectually curious

Source: for more information click here.

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