Morgan Stanley Wealth Management 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.

The Global Investment Office (GIO) is the investment and research hub within Morgan Stanley Wealth Management, comprising more than 250 analysts, strategists, and planners dedicated to supporting financial advisors and their clients. Led by the Wealth Management CIO, GIO develops the firm’s investment strategy by integrating financial planning, asset allocation, and portfolio construction insights. Serving as an extension of an advisor’s practice, GIO provides the tools, research, and intellectual capital to help advisors deepen client engagement, enhance investment performance, scale their businesses, and drive growth across all client segments.

Overview of Role:

• Perform fundamental research on individual stocks and industries to inform portfolio decisions
• Manage assigned equity portfolios as PM, positioning the portfolio to generate positive risk adjusted returns
• Implement risk management and performance tracking processes to support portfolio construction and attribution analysis
• Publish written research to communicate market views, portfolio changes, and performance to Financial Advisors and clients
• Provide ad hoc portfolio reviews, consistent with published views and MS & Co. Research, to help Financial Advisors manage client assets
• Participate in client meetings and events to communicate broad macroeconomic outlook and related portfolio implementation

Qualifications:

• Bachelor's degree required. Top tier MBA strongly preferred.
• 5-10 years’ experience in financial markets; of which 1-3 years in equity research and doing stock pitches
• Demonstrated written and verbal communication skills
• Strong analytical and quantitative skills
• Familiar with Factset, Bloomberg, and Barra risk models
• Detail oriented
• Intellectually curious
• CFA holder or progress towards CFA, viewed favorably.
• Series 7 & 63 preferred - or willingness to take upon hire. Candidate must be able to pass Series 86 & 87

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 175,000 and 265,000 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.