Wealth Management Global Investment Office – Portfolio Analyst – Digital and Tools-Based Advice

ull Job Description

Wealth Management Global Investment Office – Portfolio Analyst – Digital and Tools-Based Advice

Job Number:


POSTING DATE: Sep 8, 2021

PRIMARY LOCATION: Americas-United States of America-New York-New York

EDUCATION LEVEL: Bachelor’s Degree

JOB: Wealth Management


JOB LEVEL: Associate


Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.


Wealth Management Global Investment Office develops investment recommendations for clients of Morgan Stanley Wealth Management. The Portfolio Analyst will join a team of investment professionals within WMIR that develop models and other quantitative research content in support of its tactical and strategic investment recommendations. He or she will contribute to ongoing investment research and its expression through reports and white papers.


The responsibilities of the Portfolio Analyst include: Support research efforts on quantitative models and other fundamental investment analysis supporting the firm’s asset allocation and security selection recommendations. Interface directly with advisors and clients on calls and through written communication, reports and presentations. The Portfolio Analyst will work in a flat, collegial, and intellectually-oriented culture, together with investment professionals with a broad range of skills and experience at Morgan Stanley.



The candidate must be a highly-motivated self-starter with strong analytical proficiency, an interest in financial markets and securities analysis, and excellent communication and interpersonal skills.

0-3 years investment related experience in a relevant financial or quantitative field

Highly motivated and entrepreneurial with a demonstrated track record of achievement

Exceptional academic record from reputable institutions

Excellent verbal and written communication skills are required

Strong analytical skill set. Experience in quantitative methods strongly preferred

Some programming experience is preferred; experience with SAS is a plus

Demonstrated interest in financial securities analysis and the workings of the financial markets

Must be very detail-oriented, with an ability to multi-task and handle multiple priorities

Must have a strong work ethic, be intellectually curious, have strong personal integrity, and be comfortable working alongside like-minded professionals in a team environment



This company is hiring for this role at multiple locations.

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