Investment Management - PSG Investment Team Support - Analyst/Associate
London
We are looking for a strong Analyst/Associate to join our London based Investment Support team. The role is an Investment Support role sitting within the Portfolio Solutions Group (PSG) Investment Team. The PSG is a Multi-Asset team which offers custom and risk aware multi-asset solutions for institutional and high net worth clients. The team is part of the broader Global Solution and Multi-Asset universe under MSIM. The Investment team manages $32Bn in assets and has team members in New York, London, Hong Kong, Singapore, and India.
About Morgan Stanley
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
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. We 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.
About Morgan Stanley Investment Management
Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.4 Trillion in assets under management or supervision as of September 2023. Morgan Stanley Investment Management 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.
Key Responsibilities
As part of London based PSG Investment Team Support, the individual is responsible for the following –
- Work with portfolio managers to support trade order generation, which include trading of mutual funds, equities, equity index futures, Options, fixed income securities, fixed income derivatives, FX forwards and Swaps.
- Experience with investments operations (trade lifecycle from front to back including counterparties, custodian, fund admin, transfer agent).
- Overall investment performance and attribution knowledge to understand the composition of investments characteristics and trouble shoot issues as they arise.
- Complete investment subscription and redemption documents accurately and efficiently.
- Support T3 events (take on, transition, and termination) – this includes liaising with different groups including legal, Document management, AML requests, fund questions regarding underlying client.
- Help review client IMAs to ensure the investment guidelines are correctly coded in the trading and compliance systems.
- Enter trades via multiple trades order management systems for public and privative investments.
- Review daily cash flows into funds and implement trades to bring exposures in line.
- Work with other members of the Middle Office team to process various subscriptions and redemptions as requested by the investment team.
- Monitor daily portfolio cash availability for investment management and assist with troubleshoot with various groups within portfolio services teams across MSIM or external custodians.
- Collaborate with other teams on timely communications, and working on timely executions of the trade requests, support queries and resolve issues as they arise.
- Ensure that applicable policy and desktop procedures are updated regularly, implemented effectively, and reflect best practices standards.
- Opportunity to work on special projects in support of PSG business.
- Ability to use technology and tools/resources to gain efficiency and automation.
Experience And Skills
- In depth knowledge of the global investment management industry.
- Understanding of multi-assets (mutual funds, private equity funds, hedge funds, equities, fixed income securities, derivatives in futures, fixed income derivatives and FX forwards) preferred.
- The ability to work independently with minimal supervision and flexibility to contribute during peak trading time.
- Strong communication skills, being able to interface effectively with bright quantitative colleagues as well as non-technical audiences.
- Excellent verbal and writing skills in English.
- Possess attention to detail within the larger context of a complex investment ecosystem.
- Eager to learn and use innovative and modern tools/techniques to improve the process and gain efficiency.
- Experience with the use of Financial applications such as Bloomberg, Refinitiv, Aladdin, Morningstar is preferrable.
Qualification / Technical Expertise
- Business majors in Finance, Accounting or Marketing / Business management
- Finance industry experience.
- Knowledge of investments attributes of alternatives (i.e., hedge & private equity funds) and public assets (equities, fixed income & derivative) is a plus
- Demonstrate ability to work effectively in a team-oriented environment
- Attention to detail to ensure quality, completeness, and accuracy of work.
- Ability to communicate well, both orally and in writing.
- Self-motivated with strong organizational skills with the ability to learn quickly with minimal supervision
What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.
Certified Persons Regulatory Requirements
If t his role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
