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
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