Overview
Investment Management - PSG Investment Support - Analyst/Associate role in the New York or West Conshohocken location. Middle Office position within the Portfolio Solutions Group (PSG) Investment Team. The PSG is a multi-asset investment management team offering custom, 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.
About Morgan Stanley
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
About Morgan Stanley Investment Management
Morgan Stanley Investment Management (MSIM) has $1.4 trillion in assets under management or supervision as of September 2023. MSIM provides long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base worldwide.
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, fixed income derivatives, FX forwards and private placement funds.
- Experience with investments operations (trade lifecycle from front to back with counterparties, custodian, fund admin, transfer agent).
- Monitor overall investment performance and attribution to understand investment characteristics and troubleshoot issues as they arise.
- Complete investment subscription and redemption documents accurately and efficiently.
- Support new business onboarding or termination, liaising with legal, document management, AML requests, and fund questions regarding underlying clients.
- Enter trades via multiple order management systems for public and private investments.
- Review daily cash flows into funds and execute trades to align exposures.
- Collaborate with Middle Office team to process subscriptions and redemptions as requested by the investment team.
- Monitor daily portfolio cash availability and troubleshoot with portfolio services teams across MSIM or external custodians.
- Review client IMAs to ensure investment guidelines are correctly coded in trading and compliance systems.
- Coordinate with Middle Office, Operations, GMA, and other teams for timely communications, execution of trade requests, and issue resolution.
- Ensure policy and desktop procedures are updated regularly and reflect best practices.
- Opportunity to work on special projects in support of the PSGMO senior manager.
- Business management responsibilities in support of PSGMO senior manager.
Qualifications / Technical Expertise
- In-depth knowledge of the global investment management industry.
- Understanding of multi-asset investments (mutual funds, private equity funds, hedge funds, equities, fixed income, derivatives, and 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.
- Business majors in Finance, Accounting or Business Management; 3+ years of finance industry experience.
- Knowledge of investments attributes of alternatives (hedge & private equity funds) and public assets (equities, fixed income, derivatives) is a plus.
- Ability to work effectively in a team-oriented environment; strong written and oral communication; self-motivated with strong organizational skills; ability to learn quickly with minimal supervision.
- Ability to learn operating/trading systems; solution-oriented mindset with problem-solving within current and target operating models.
What You Can Expect From Morgan Stanley
We are committed to maintaining high standards of service and excellence. Our values guide decisions to do what’s best for clients and employees. We offer a supportive environment with opportunities to learn, grow, and move across the business for those who show passion and grit. We provide a competitive benefits package and opportunities for career advancement. Equal opportunity: Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
For additional information about our global offices, please visit our site.
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