Research Associate, Wealth Management Research Associate, Wealth Management …

Morgan Stanley
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Competitive
Morgan Stanley
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Competitive
Research Associate, Wealth Management


About The Company

Morgan Stanley Wealth Management provides holistic wealth management services to clients investing in both domestic and international financial markets, alternative investments, and a broad range of products, approved for distribution. Our services and products include providing financial advice, financial planning, investment margin lending, structured products, managed funds, alternative investments, and crypto-approved products.

About The Role

Morgan Stanley Wealth Management’s Research department is currently seeking a Research Associate based in Sydney.

Responsibilities

• Sector coverage of managed funds and exchange traded products (ETP) domicilied in Australia or Overseas
• Prepare periodical reports that justify the selection of our preferred funds for different asset classes.
• Participate in the weekly investment committee meeting providing updates on your coverage universe.
• Provide ad hoc investment ideas that are consistent with the firm’s Tactical Asset Allocation views.
• Engage with industry participants and stay abreast with industry trends and new products.
• Expand the coverage in terms of thematic and Responsible Investing funds.
• Assist with the preparation of other periodic reports from the Research Department.
• Respond in a timely manner to requests for data and information from internal and external clients.
• Assisting in the design and preparation of marketing and other materials.

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