Portfolio Analyst – WMIR Digital and Tools-Based Advice

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 23 Oct 18

Portfolio Analyst – WMIR Digital and Tools-Based Advice

Position Summary:
Wealth Management Investment Resources (WMIR) develops investment recommendations for clients of Morgan Stanley Wealth Management. The Portfolio Analyst will join a team of investment professionals within WMIR that develop models and other quantitative research content in support of its tactical and strategic investment recommendations. He or she will contribute to ongoing investment research and its expression through reports and white papers.

The responsibilities of the Portfolio Analyst include: Support research efforts on quantitative models and other fundamental investment analysis supporting the firm's asset allocation and security selection recommendations. Interface directly with advisors and clients on calls and through written communication, reports and presentations. The Portfolio Analyst will work in a flat, collegial, and intellectually-oriented culture, together with investment professionals with a broad range of skills and experience at Morgan Stanley.


Knowledge and Skills Required:
The candidate must be a highly-motivated self-starter with strong analytical proficiency, an interest in financial markets and securities analysis, and excellent communication and interpersonal skills.

Qualifications :

  • 0-3 years investment related experience in a relevant financial or quantitative field
  • Highly motivated and entrepreneurial with a demonstrated track record of achievement
  • Exceptional academic record from reputable institutions
  • Excellent verbal and written communication skills are required
  • Strong analytical skill set. Experience in quantitative methods strongly preferred
  • Some programming experience is preferred; experience with SAS is a plus
  • Demonstrated interest in financial securities analysis and the workings of the financial markets
  • Must be very detail-oriented, with an ability to multi-task and handle multiple priorities
  • Must have a strong work ethic, be intellectually curious, have strong personal integrity, and be comfortable working alongside like-minded professionals in a team environment