Company
Morgan StanleyLocation
USA-NY-New York CityRemuneration
CompetitivePosition Type
PermanentEmployment type
Full timeUpdated
07-Oct-2013eFC Ref no
1256226
See job description for details
Position Description
Morgan Stanley Wealth Management Investment Products and Services provides a range of wealth management products and services for affluent individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust.
Position Summary
The Portfolio Strategy and Research Group provides investment and portfolio management advice to Financial Advisors and clients. The team does fundamental equity research on closed end funds, ETFs and manages a series of model portfolios that represent their best ideas among a wide range of Closed End Funds and ETFs. Primary responsibilities are analyzing individual Closed End Funds and ETFs. The candidate will contribute to research reports that express the reasonable basis and thought process behind the current recommendations.
Experience
• 2-5 years in a position with closed end fund and ETF experience
• Bachelor's degree required. Series 7 & 63 required. Candidate must be willing to take Series 86 & 87
• CFA candidate a plus
• Expertise in fundamental research, portfolio management strategies and risk management techniques with strong knowledge of various closed end fund and ETF instruments
Skills Required
Skills/Abilities
• Strong writing skills required
• Strong analytical, investment and quantitative skills needed to analyze equity investments and portfolios
• Technical proficiency in Excel, Word, and Bloomberg is required
• Desire to work in a team environment
Morgan Stanley Wealth Management Investment Products and Services provides a range of wealth management products and services for affluent individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust.
Position Summary
The Portfolio Strategy and Research Group provides investment and portfolio management advice to Financial Advisors and clients. The team does fundamental equity research on closed end funds, ETFs and manages a series of model portfolios that represent their best ideas among a wide range of Closed End Funds and ETFs. Primary responsibilities are analyzing individual Closed End Funds and ETFs. The candidate will contribute to research reports that express the reasonable basis and thought process behind the current recommendations.
Experience
• 2-5 years in a position with closed end fund and ETF experience
• Bachelor's degree required. Series 7 & 63 required. Candidate must be willing to take Series 86 & 87
• CFA candidate a plus
• Expertise in fundamental research, portfolio management strategies and risk management techniques with strong knowledge of various closed end fund and ETF instruments
Skills Required
Skills/Abilities
• Strong writing skills required
• Strong analytical, investment and quantitative skills needed to analyze equity investments and portfolios
• Technical proficiency in Excel, Word, and Bloomberg is required
• Desire to work in a team environment
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