Investment Management- PSG Investment Support- Analyst/ Associate

We are looking for a strong Analyst/Associate to join our New York or West Conshohocken based Investment Support team.  The role is a Middle Office role sitting within the Portfolio Solutions Group (PSG) Investment Team.  The PSG is a Multi-Assets investment management 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 $34Bn in assets and has team members in New York, London, Hong Kong, Singapore, India and West Conshohocken.

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

PSGMO Investment Team Support Analyst/Associate is responsible for the following –

• Work with portfolio managers/investment team to support trades order generation, which include trading of mutual funds, equities, equity index futures, fixed income securities, fixed income derivatives , FX forwards and private placement funds
• 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 new business on-boarding or termination – this includes liaising with different groups including legal, Document management, AML requests, fund questions regarding underlying client.
• Enter trades via multiple trades order management systems for public and private 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.
• Help review client IMAs to ensure the investment guidelines are correctly coded in the trading and compliance systems.
• Collaborate with other Middle Office team members, Operations Team Members, GMA, and 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 senior manager of PSGMO team. 
• Business management responsibilities in support of senior manager of PSGMO

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.       
• Possess attention to detail within the larger context of a complex investment ecosystem.

Qualifications / Technical Expertise:

• Business majors in Finance, Accounting or Business management
• 3+ years of Finance industry experiences
• Knowledge of investments attributes