Investment Management- PSG Investment Support- Analyst / Associate

Analyst / Associate Investment Support

We are looking for a strong Analyst / Associate to join our New York or West Conshohocken based Investment Support team. The role is a Middle Office role sitting within the Portfolio Solutions Group (PSG) Investment Team. The PSG is a Multi-Assets investment management team which offers custom and risk aware multi-asset solutions for institutional and high net worth clients. The team is part of the broader Global Solution and Multi-Asset universe under MSIM. The Investment team manages $34Bn in assets and has team members in New York, London, Hong Kong, Singapore, India and West Conshohocken.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

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. We 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.

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.4 Trillion in assets under management or supervision as of September 2023. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide.

Key Responsibilities

• Work with portfolio managers / investment team to support trades order generation, which include 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)
• Overall investment performance and attribution knowledge to understand the composition of investments characteristics and trouble shoot issues as they arise
• Complete investment subscription and redemption documents accurately and efficiently
• Support new business on-boarding or termination this includes liaising with different groups including legal, Document management, AML requests, fund questions regarding underlying client
• Enter trades via multiple trades order management systems for public and private investments
• Review daily cash flows into funds and implement trades to bring exposures in line
• Work with other members of the Middle Office team to process various subscriptions and redemptions as requested by the investment team
• Monitor daily portfolio cash availability for investment management and assist with troubleshoot with various groups within portfolio services teams across MSIM or external custodians
• Help review client IMAs to ensure the investment guidelines are correctly coded in the trading and compliance systems
• Collaborate with other Middle Office team members, Operations Team Members, GMA, and other teams on timely communications, and working on timely executions of the trade requests, support queries and resolve issues as they arise
• Ensure that applicable policy and desktop procedures are updated regularly, implemented effectively, and reflect best practices standards
• Opportunity to work on special projects in support of senior manager of PSGMO team
• Business management responsibilities in support of senior manager of PSGMO

Experience and Skills

Qualifications / Technical Expertise

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

Expected base pay rates for the role will be between $90,000 and $120,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

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, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.