Morgan Stanley
Investment Management- PSG Investment Support- Analyst/ Associate
Morgan Stanley, West Conshohocken, Pennsylvania, United States
Overview
Investment Management- PSG Investment Support- Analyst/ Associate. Location: New York or West Conshohocken. This is a Middle Office role within the Portfolio Solutions Group (PSG) Investment Team. The PSG is a multi-assets investment management team offering custom and risk-aware multi-asset solutions for institutional and high net worth clients. The team is part of the Global Solution and Multi-Asset universe under MSIM and 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/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 including counterparties, custodian, fund admin, transfer agent). Understand investment performance and attribution to analyze investment characteristics and troubleshoot issues. Complete investment subscription and redemption documents accurately and efficiently. Support new business onboarding or termination, including 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 implement trades to align exposures. Coordinate with Middle Office teammates to process subscriptions and redemptions as requested by the investment team. Monitor daily portfolio cash availability and troubleshoot with various groups within portfolio services teams and external custodians. Review client IMAs to ensure investment guidelines are correctly coded in trading and compliance systems. Collaborate with Middle Office, Operations, GMA and other teams on timely communications and executions of trade requests, support queries and issue resolution. Ensure applicable policies and desktop procedures are updated and reflect best practices. Opportunity to work on special projects in support of the senior manager of PSGMO; business management responsibilities in support of the senior manager of PSGMO. Experience and Skills
In-depth knowledge of the global investment management industry. Understanding of multi-asset classes (mutual funds, private equity funds, hedge funds, equities, fixed income securities, derivatives in futures, fixed income derivatives and FX forwards) is 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
Bachelor’s degree in Finance, Accounting or Business Management (Business majors). 3+ years of finance industry experience. Knowledge of investments in alternatives (hedge funds, private equity) and public assets (equities, fixed income & derivatives) is a plus. Ability to work effectively in a team, strong attention to detail, and accuracy in work. Excellent 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-based mindset and problem-solving within current and target operating models. What You Can Expect From Morgan Stanley
We are committed to maintaining a first-class service and high standard of excellence. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide decisions to serve clients and communities. We offer an inclusive environment and opportunities for growth, with comprehensive employee benefits. There is potential to move within the business for those who show passion and grit in their work. For more information about Morgan Stanley’s offices, please visit the global offices page. Expected base pay for this role ranges from $90,000 to $120,000 per year, with the total compensation package including potential incentives and benefits based on individual factors. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital or civil partnership status, pregnancy, veteran status, or any other protected characteristic. Morgan Stanley is an equal opportunity employer. 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. Location: New York or West Conshohocken. This is a Middle Office role within the Portfolio Solutions Group (PSG) Investment Team. The PSG is a multi-assets investment management team offering custom and risk-aware multi-asset solutions for institutional and high net worth clients. The team is part of the Global Solution and Multi-Asset universe under MSIM and 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/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 including counterparties, custodian, fund admin, transfer agent). Understand investment performance and attribution to analyze investment characteristics and troubleshoot issues. Complete investment subscription and redemption documents accurately and efficiently. Support new business onboarding or termination, including 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 implement trades to align exposures. Coordinate with Middle Office teammates to process subscriptions and redemptions as requested by the investment team. Monitor daily portfolio cash availability and troubleshoot with various groups within portfolio services teams and external custodians. Review client IMAs to ensure investment guidelines are correctly coded in trading and compliance systems. Collaborate with Middle Office, Operations, GMA and other teams on timely communications and executions of trade requests, support queries and issue resolution. Ensure applicable policies and desktop procedures are updated and reflect best practices. Opportunity to work on special projects in support of the senior manager of PSGMO; business management responsibilities in support of the senior manager of PSGMO. Experience and Skills
In-depth knowledge of the global investment management industry. Understanding of multi-asset classes (mutual funds, private equity funds, hedge funds, equities, fixed income securities, derivatives in futures, fixed income derivatives and FX forwards) is 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
Bachelor’s degree in Finance, Accounting or Business Management (Business majors). 3+ years of finance industry experience. Knowledge of investments in alternatives (hedge funds, private equity) and public assets (equities, fixed income & derivatives) is a plus. Ability to work effectively in a team, strong attention to detail, and accuracy in work. Excellent 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-based mindset and problem-solving within current and target operating models. What You Can Expect From Morgan Stanley
We are committed to maintaining a first-class service and high standard of excellence. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide decisions to serve clients and communities. We offer an inclusive environment and opportunities for growth, with comprehensive employee benefits. There is potential to move within the business for those who show passion and grit in their work. For more information about Morgan Stanley’s offices, please visit the global offices page. Expected base pay for this role ranges from $90,000 to $120,000 per year, with the total compensation package including potential incentives and benefits based on individual factors. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital or civil partnership status, pregnancy, veteran status, or any other protected characteristic. Morgan Stanley is an equal opportunity employer. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales
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