Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Solutions. Review various data feeds and activity within client portfolios, acting as the first line of defense to ensure daily reporting accuracy for use within the portfolio management process. Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship. Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team. Responsible for the creation and accuracy of customized reporting and assists in external performance reviews with clients. Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience. Conduct audits on client accounts across the firm to reduce firm risk and develop professional knowledge. Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client service. Undertake additional professional development such as the CFA program. Assume other responsibilities as required. Bachelor's Degree in finance, accounting, or a related field Strong interest building a career in Investment Management, working with institutional investment portfolios Demonstrated ability to solve problems using logic, creativity, and enthusiasm Familiarity with or willingness to learn Excel, coding languages, and other analytical tools Must be a self-starter with excellent quantitative and communication skills High attention to detail and time management Initiative and demonstrated ability to work in an inclusive and collaborative team environment Investment management or related industry experience a plus 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. 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. Salary range for the position: $70,000 - 150,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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.
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