Investment Management

Full-time Analyst

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Placement and duration

The Full-Time Analyst position is group-specific and offers are extended following the interview process for one of the following functional areas - Investing, Client Engagement, or Risk & Analysis. Typically, demand is assessed, and based on skill set and interest, the individual is matched to a team. Our goal is to continue building a workforce that is diverse in experience and background, but uniform in reflecting our stands of integrity and excellence. The majority of our opportunities are in our New York offices, but there are select positions in San Francisco and West Conshohocken.   

Training program

The Morgan Stanley Investment Management Program begins with a training and development curriculum designed to equip Analysts with the fundamental skills they will need to be successful. The program consists of five weeks of formal training, covering the fundamentals of finance, accounting and quantitative analysis. There will be additional IM training including business overviews, case studies, simulations, opportunities to meet with senior management and courses focused on our IM culture.

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Responsibilities

Responsibilities depend on which of the following functional areas the Analyst is hired into:

  • Investing: Researching and analyzing financial information relating to specific companies and investments; creating reports and summaries from the analyzed financial data; conducting company and investment level due diligence activities and developing financial models and investment committee materials; evaluating existing investment portfolios and recommending changes in investment plans; and keeping up to date with market developments, new investment products and all other areas that can affect the markets, such as movements in the economies of relevant countries.
  • Risk: Work with Senior Management to maintain a flexible risk management infrastructure that allows consistent risk monitoring across IM’s investment platform; monitor existing investment portfolios and potential new investments to assess various types of risks at both the investment and fund level; develop, implement and compile management level reporting related to risk assessment and mitigation; and work with fund and risk professionals to respond to regulatory requests for information and to implement reporting and procedural changes to meet regulatory requirements.
  • Client Engagement: Work closely with the sales team to prepare business plans, sales channel reporting and analyze financial Profit & Loss (P&L) statements for the business; maintain detailed knowledge of each client’s portfolio accounts and prepare thoughtful investment analysis determining opportunities for selling investment products; collaborate with investment teams to understand best position solutions and capabilities; and work with the marketing team on the creation of industry-leading publications and strategyfocused collateral that resonate with clients.

Qualifications/ Skills/ Requirements

  • You have outstanding analytical and quantitative skills.
  • You have excellent communication skills, both verbal and written.
  • You are a strong team player; ability to collaborate with colleagues across IM and the broader organization.
  • You are a self-starter with the ability to work independently
  • You are driven, highly motivated and results-focused.
  • You have strong organizational skills with ability to manage time efficiently and effectively.
  • You are detail-oriented and have the ability to work efficiently within tight time constraints.