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WM, Global Investment Office - Wealth Strategies & Planning Tools – Associate
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Morgan Stanley

WM, Global Investment Office - Wealth Strategies & Planning Tools – Associate

Hybrid New York City, NY, United States (hybrid) Full Time
Posted 7 hours ago
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Job Details

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Wealth Strategies & Planning Tools (WSPT) is a team with Morgan Stanley’s Global Investment Office dedicated to Wealth Management’s ultra-high net-worth and institutional clientele. 

The team has two mandates:
1) Providing clients and prospective clients with solutions that bridge their planning and investment decisions as well as supporting those solutions with quantitative analyses illustrating the tradeoffs of various strategies, and
2) Building and supporting a toolset accessible by financial advisor teams allowing them to create analyses with their own derived strategies. WSPT frequently addresses asset allocation and asset location strategies, but also gets involved in a variety of complex situations including advanced wealth planning, employee stock options, private equity commitments, single stock strategies, and structured products. 
Job Description:
  • WSPT is seeking an individual with a broad array of interests within wealth management. The candidate will be responsible for:
  • Working with the field, management, operations, and technology to help build and enhance enterprise solutions
  • Testing investment tools and documenting procedures, methodologies, risks, and utilization
  • Strategizing with financial advisors on customized strategies for ultra-high net-worth and institutional clients
  • Modeling ad hoc financial analyses, producing client presentations, and presenting information to financial advisors 
  • The candidate must be able to work as part of a team but also have the ability to work individually with limited direction.
Skills Required:
  • Bachelor's degree along with 2-4 years of relevant work experience
  • Strong analytical and problem-solving skills – relevant coursework in Finance/Mathematics/Statistics
  • Programming skills in Matlab and VBA is a strong plus
  • Interpersonal skills – individual will have extensive interaction with internal and external clients
  • Understanding of global financial markets, asset allocation and portfolio construction considerations
  • Series 7 and 66 licensed or willingness to obtain upon hire

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Company Details
Morgan Stanley
 New York City, NY, United States
Work at Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated... Read more

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