Morgan Stanley
Investment Management- PSG Investment Support- Analyst/ Associate
Morgan Stanley, West Conshohocken, Pennsylvania, United States
Overview
Investment Management- PSG Investment Support- Analyst/ Associate role at Morgan Stanley. Middle Office position within the Portfolio Solutions Group (PSG) Investment Team. PSG is a multi-asset investment management team offering custom and risk-aware multi-asset solutions for institutional and high net worth clients. The Investment team manages $34Bn in assets with team members in New York, London, Hong Kong, Singapore, India and West Conshohocken. What You Can Expect From Morgan Stanley
We are committed to maintaining a first-class service and high standard of excellence. Morgan Stanley values integrity, excellence, collaboration, diversity and inclusion, and giving back. We offer opportunities to learn, grow and advance, supported by a comprehensive benefits program and a culture that rewards collaboration and creativity. Key Responsibilities
Work with portfolio managers/investment team to support trades and order generation, including trading of mutual funds, equities, equity index futures, fixed income securities and derivatives, FX forwards and private placement funds Experience with investments operations (trade lifecycle from front to back including counterparties, custodian, fund administration, transfer agent) Develop understanding of investment performance and attribution to interpret investment characteristics and troubleshoot issues Complete investment subscription and redemption documents accurately and efficiently Support new business onboarding or termination, liaising with legal, documents management, AML requests, and fund questions regarding underlying client Enter trades via multiple order management systems for public and private investments Review daily cash flows into funds and implement trades to align exposures Collaborate with Middle Office teammates to process subscriptions and redemptions as requested by the investment team Monitor daily portfolio cash availability and assist with troubleshooting across MSIM and external custodians Help review client IMAs to ensure investment guidelines are correctly coded in trading and compliance systems Coordinate with Middle Office, Operations, GMA and other teams on timely communications and executions of trade requests and resolve issues Ensure applicable policy and desktop procedures are updated regularly and reflect best practices Opportunity to work on special projects in support of a senior PSGMO manager Business management responsibilities in support of a senior PSGMO manager Experience And Skills
In-depth knowledge of the global investment management industry Understanding of multi-asset instruments (mutual funds, private equity funds, hedge funds, equities, fixed income, derivatives, FX forwards) preferred Ability to work independently with minimal supervision and contribute during peak trading times Strong communication skills to interface with quantitative colleagues and non-technical audiences Attention to detail within a complex investment ecosystem Qualifications / Technical Expertise
Business majors in Finance, Accounting or Business Management 3+ years of finance industry experience Knowledge of investments attributes of alternatives (hedge funds, private equity) and public assets (equities, fixed income, derivatives) is a plus Ability to work effectively in a team-oriented environment Attention to detail to ensure quality, completeness and accuracy Strong oral and written communication skills Self-motivated with strong organizational skills and the ability to learn quickly with minimal supervision Ability to learn various operating/trading systems Solution-oriented mindset with problem-solving abilities within current and target operating models Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales
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Investment Management- PSG Investment Support- Analyst/ Associate role at Morgan Stanley. Middle Office position within the Portfolio Solutions Group (PSG) Investment Team. PSG is a multi-asset investment management team offering custom and risk-aware multi-asset solutions for institutional and high net worth clients. The Investment team manages $34Bn in assets with team members in New York, London, Hong Kong, Singapore, India and West Conshohocken. What You Can Expect From Morgan Stanley
We are committed to maintaining a first-class service and high standard of excellence. Morgan Stanley values integrity, excellence, collaboration, diversity and inclusion, and giving back. We offer opportunities to learn, grow and advance, supported by a comprehensive benefits program and a culture that rewards collaboration and creativity. Key Responsibilities
Work with portfolio managers/investment team to support trades and order generation, including trading of mutual funds, equities, equity index futures, fixed income securities and derivatives, FX forwards and private placement funds Experience with investments operations (trade lifecycle from front to back including counterparties, custodian, fund administration, transfer agent) Develop understanding of investment performance and attribution to interpret investment characteristics and troubleshoot issues Complete investment subscription and redemption documents accurately and efficiently Support new business onboarding or termination, liaising with legal, documents management, AML requests, and fund questions regarding underlying client Enter trades via multiple order management systems for public and private investments Review daily cash flows into funds and implement trades to align exposures Collaborate with Middle Office teammates to process subscriptions and redemptions as requested by the investment team Monitor daily portfolio cash availability and assist with troubleshooting across MSIM and external custodians Help review client IMAs to ensure investment guidelines are correctly coded in trading and compliance systems Coordinate with Middle Office, Operations, GMA and other teams on timely communications and executions of trade requests and resolve issues Ensure applicable policy and desktop procedures are updated regularly and reflect best practices Opportunity to work on special projects in support of a senior PSGMO manager Business management responsibilities in support of a senior PSGMO manager Experience And Skills
In-depth knowledge of the global investment management industry Understanding of multi-asset instruments (mutual funds, private equity funds, hedge funds, equities, fixed income, derivatives, FX forwards) preferred Ability to work independently with minimal supervision and contribute during peak trading times Strong communication skills to interface with quantitative colleagues and non-technical audiences Attention to detail within a complex investment ecosystem Qualifications / Technical Expertise
Business majors in Finance, Accounting or Business Management 3+ years of finance industry experience Knowledge of investments attributes of alternatives (hedge funds, private equity) and public assets (equities, fixed income, derivatives) is a plus Ability to work effectively in a team-oriented environment Attention to detail to ensure quality, completeness and accuracy Strong oral and written communication skills Self-motivated with strong organizational skills and the ability to learn quickly with minimal supervision Ability to learn various operating/trading systems Solution-oriented mindset with problem-solving abilities within current and target operating models Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales
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