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Counterpoint Global - Portfolio Analyst/Associate

Morgan Stanley
United States, New York
Posted about 13 hours ago Permanent Competitive
Counterpoint Global - Portfolio Analyst/Associate
Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,100 investment professionals around the world and $1.6 trillion in assets under management or supervision as of December 31, 2021. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

The Counterpoint Global team is currently seeking a Portfolio Analyst who will:

Responsibilities

  • Write external communications including fund & separate account commentaries, responses to client/prospect questions, and responses to queries received by MSIM Distribution, BDS, RFP/DDQ, and Product teams
  • Work with marketing to create marketing collateral and materials used in new product development/product mergers/product transitions across channels
  • Aggregate the portfolio information for client meetings and quarterly updates: compiling information on buys/sells/trims/adds and investment rationale, creating analyses on topics interesting for client review discussions
  • Summarize client meetings and preparing follow up information
  • Review/edit all sub advised client materials including sales literature, marketing materials, prospectus/SAI updates and supplements, annual contract renewal, quarterly/annual sub adviser updates/questionnaires, board reporting materials, and ad hoc filings/requests
  • Data & analytics support and internal reporting including AUM/flow detail, maintaining fee proposals and competitive fee data, new business pipeline, distribution lists, historical portfolio data by strategy, portfolio valuation details, performance, coverage lists, client meeting log, and client meeting summaries


Qualifications:

  • Passionate about the investment business and understanding stock stories
  • 2-5 years of experience
  • Bachelor's degree required
  • Ability to communicate effectively (written and oral)
  • Possess intellectual curiosity; attention to detail and accuracy

Morgan Stanley and its affiliated companies are committed to the principles of equal employment opportunity and do not discriminate against any employee or applicant for employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital status, sexual orientation, or because of any other criteria prohibited under applicable federal, state or local law. Accordingly, applicants will be referred to Morgan Stanley solely on the basis of individual merit and achievement. Morgan Stanley takes affirmative action to ensure that applicants are employed and that employees are treated during employment without regard to their age, citizenship, marital status, sexual orientation, race, color, religion, gender, national origin, veteran status, disability or any other prohibited criterion.

This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment.
Job ID  3203437
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