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Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Morgan Stanley Investment Management (MSIM) is a global provider of investment products and services to institutional clients across multiple asset classes. The Firm offers a wide range of global equity, fixed income and asset allocation solutions across both public and private markets.
The Hedge Fund Solutions Portfolio Specialist will work alongside the AIP Hedge Fund Solutions team and MSIM sales (intermediary and institutional) in all aspects of business development and client service.
KEY RESPONSIBILITIES:
- Work closely with the investment team to understand the team’s investment outlook and investment rationale behind portfolio positioning; communicate investment outlook and rationales to existing and potential clients in writing.
- In conjunction with other Portfolio Specialists, play key role as liaison between the investment team and various MSIM stakeholders, primarily sales and marketing.
- Updating and customizing marketing materials for global asset gathering opportunities and serving as resource for inquiries.
- Draft accurate and timely written responses as well as compile risk, positioning, and performance data in response to queries from existing and potential investors.
- Coordinate the gathering and explanation of data and investment process for Request for Proposals (RFPs) and other questionnaires.
- Maintain internal processes and capital raising pipelines.
- Assist with analytics such as performance and risk attribution.
- Perform competitor analysis and market research as needed.
- Perform related duties as assigned.
REQUIREMENTS:
- An undergraduate in business, finance or other related field; 3-5 years of experience in the asset management or brokerage industry, in an investment, research, marketing or sales capacity preferred.
- Strong quantitative skills and experience in use of Microsoft Excel, PowerPoint and Word.
- Ability to communicate effectively both verbally and in writing; understand and distill complex concepts clearly and understandably.
- Team player who enjoys working with others and reaching out proactively throughout the firm to gather information; consensus-builder.
- Self-starter with drive to be successful and ability to manage and execute simultaneous projects and tasks without reminders.
- Strong attention to detail.
- Willingness to obtain Series 7 and 63
- Ability to travel (up to 25%)
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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