Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services
Job Summary
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
Responsibilities include building and managing client portfolios, engaging with clients for discovery and reporting, and monitoring account positioning.
The firm offers an opportunity to work alongside the best and the brightest in an environment where employees are supported and empowered, with attractive and comprehensive employee benefits.
Matching Summary
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
Salary
Base: $105,000 - $140,000; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
Portfolio construction and implementation
Manager selection and monitoring
Client discovery and reporting
Global capital markets knowledge
Modern portfolio theory
Risk management and performance attribution
Nice-to-have
Proactive and hard-working
Strong professional accountability
Creative and collaborative thinkers
Passion and grit in work
Key Requirements
3+ years servicing pensions/government entities
Experience with investment platforms and vehicles
Proficiency in Microsoft Office (Excel, PowerPoint)
Undergraduate degree required
FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain