Morgan Stanley
Wealth Management Global Investment Office - Investing with Impact Associate
Morgan Stanley, Purchase, New York, United States, 10577
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.
The Investing with Impact team within the Global Investment Office, is responsible for developing and delivering holistic wealth solutions for our individual and institutional clients that seek to align their portfolios with their values. These solutions include a comprehensive set of investment strategies, portfolio solutions, impact reporting, manager selection tools and thought leadership across multiple sustainability themes. Further, we provide high quality and timely training and education for Financial Advisors and clients, including a formal Advisor designation as well as an annual calendar of regular events, publications, and periodic thematic reports.
Job Summary
The Investing with Impact Associate will primarily be responsible for strategic project management and supporting the adoption of Investing with Impact products, solutions and tools across segments to drive growth. Further, the Impact Associate will support the creation and maintenance of thought leadership and materials for individual and institutional investor audiences including drafting publications, written reports, conference calls and meetings. We are looking for an exceptionally talented individual with a clear passion for using capital markets to scale solutions to global and domestic economic, environmental and social challenges. This individual is motivated, confident and collaborative. This is a fast-paced team that collaborates regularly with our Wealth Management colleagues and the Firm to deliver on multiple work streams at any given time. The successful candidate will be equally comfortable working proactively on a small team and navigating a global financial services firm. Attributes of a successful applicant include: strong quantitative and qualitative data analysis, exceptional business writing and organizational skills. Further, a curious mindset and someone who thrives on collaboration to drive successful outcomes for our clients will be important in this role.
Responsibilities
Support the team in helping Financial Advisors and Institutional Consultants respond to their clients' Investing with Impact needs by providing content and recommendations across the full range of tools, resources and products. Help Financial Advisors and Institutional Consultants with Morgan Stanley Impact Quotient (our proprietary portfolio-level impact analytics tool), including training and other field engagement efforts, and maintenance of relevant collateral to foster and enable Morgan Stanley IQ utilization. Assist on delivering and executing events for Financial Advisors and clients. Support the creation and maintenance of key Investing with Impact collateral - this includes thought leadership, publications, internal and client presentations, and marketing collateral. Research and write thematic content in areas such as Climate, Diversity, Equity and Inclusion and Faith-based investing for internal and external audiences. Maintain field engagement trackers to measure success of planned activities. Project manage publication process for the Investing with Impact team. Engage with key partners including Global Sustainability Office, Technology, Marketing, and Legal, Risk and Compliance.
Requirements
3-5 years of work experience: finance or consulting Bachelor's degree; Master's degree, MBA or CFA strongly preferred, focus on sustainability a plus Strong and efficient research capabilities including conducting quantitative and qualitative analysis Excellent project management skills Strong PC skills, especially PowerPoint and Excel Detail-orientation with excellent business writing, communication and presentation skills Ability to operate collaboratively in a team culture Persistence, tenacity and drive for results Experience with asset allocation, investment manager selection and portfolio risk management a plus Familiarity with Environmental, Social, Governance (ESG) data and impact reporting frameworks a plus Experience with financial market data sources (e.g. Bloomberg, Morningstar, Factset), portfolio optimizers (e.g. Barra) and statistical software packages a plus Series 7 and 63 strongly preferred
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).
Expected base pay rates for the role will be between $60,000 - $110,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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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.
The Investing with Impact team within the Global Investment Office, is responsible for developing and delivering holistic wealth solutions for our individual and institutional clients that seek to align their portfolios with their values. These solutions include a comprehensive set of investment strategies, portfolio solutions, impact reporting, manager selection tools and thought leadership across multiple sustainability themes. Further, we provide high quality and timely training and education for Financial Advisors and clients, including a formal Advisor designation as well as an annual calendar of regular events, publications, and periodic thematic reports.
Job Summary
The Investing with Impact Associate will primarily be responsible for strategic project management and supporting the adoption of Investing with Impact products, solutions and tools across segments to drive growth. Further, the Impact Associate will support the creation and maintenance of thought leadership and materials for individual and institutional investor audiences including drafting publications, written reports, conference calls and meetings. We are looking for an exceptionally talented individual with a clear passion for using capital markets to scale solutions to global and domestic economic, environmental and social challenges. This individual is motivated, confident and collaborative. This is a fast-paced team that collaborates regularly with our Wealth Management colleagues and the Firm to deliver on multiple work streams at any given time. The successful candidate will be equally comfortable working proactively on a small team and navigating a global financial services firm. Attributes of a successful applicant include: strong quantitative and qualitative data analysis, exceptional business writing and organizational skills. Further, a curious mindset and someone who thrives on collaboration to drive successful outcomes for our clients will be important in this role.
Responsibilities
Support the team in helping Financial Advisors and Institutional Consultants respond to their clients' Investing with Impact needs by providing content and recommendations across the full range of tools, resources and products. Help Financial Advisors and Institutional Consultants with Morgan Stanley Impact Quotient (our proprietary portfolio-level impact analytics tool), including training and other field engagement efforts, and maintenance of relevant collateral to foster and enable Morgan Stanley IQ utilization. Assist on delivering and executing events for Financial Advisors and clients. Support the creation and maintenance of key Investing with Impact collateral - this includes thought leadership, publications, internal and client presentations, and marketing collateral. Research and write thematic content in areas such as Climate, Diversity, Equity and Inclusion and Faith-based investing for internal and external audiences. Maintain field engagement trackers to measure success of planned activities. Project manage publication process for the Investing with Impact team. Engage with key partners including Global Sustainability Office, Technology, Marketing, and Legal, Risk and Compliance.
Requirements
3-5 years of work experience: finance or consulting Bachelor's degree; Master's degree, MBA or CFA strongly preferred, focus on sustainability a plus Strong and efficient research capabilities including conducting quantitative and qualitative analysis Excellent project management skills Strong PC skills, especially PowerPoint and Excel Detail-orientation with excellent business writing, communication and presentation skills Ability to operate collaboratively in a team culture Persistence, tenacity and drive for results Experience with asset allocation, investment manager selection and portfolio risk management a plus Familiarity with Environmental, Social, Governance (ESG) data and impact reporting frameworks a plus Experience with financial market data sources (e.g. Bloomberg, Morningstar, Factset), portfolio optimizers (e.g. Barra) and statistical software packages a plus Series 7 and 63 strongly preferred
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).
Expected base pay rates for the role will be between $60,000 - $110,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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