Wealth Management Global Investment Office – Wealth Strategies & Planning Tools – Analyst/Associate

Full Job Description

Wealth Management Global Investment Office – Wealth Strategies & Planning Tools – Analyst/Associate

Job Number:


POSTING DATE: Sep 9, 2021

PRIMARY LOCATION: Americas-United States of America-New York-New York

EDUCATION LEVEL: Bachelor’s Degree

JOB: Wealth Management


JOB LEVEL: Associate


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.

Wealth Strategies & Planning Tools (WSPT) is a team with Morgan Stanley’s Global Investment Office dedicated to Wealth Management’s ultra-high net-worth and institutional clientele. The team has two mandates: 1) providing clients and prospective clients with solutions that bridge their planning and investment decisions as well as supporting those solutions with quantitative analyses illustrating the tradeoffs of various strategies, and 2) building and supporting a toolset accessible by financial advisor teams allowing them to create analyses with their own derived strategies. WSPT frequently addresses asset allocation and asset location strategies, but also gets involved in a variety of complex situations including advanced wealth planning, employee stock options, private equity commitments, single stock strategies, and structured products.

Job Description:

WSPT is seeking an individual with a broad array of interests within wealth management. The candidate will be responsible for:

Working with the field, management, operations, and technology to help build and enhance enterprise solutions

Testing investment tools and documenting procedures, methodologies, risks, and utilization

Strategizing with financial advisors on customized strategies for ultra-high net-worth and institutional clients

Modeling ad hoc financial analyses, producing client presentations, and presenting information to financial advisors

The candidate must be able to work as part of a team but also have the ability to work individually with limited direction.


Skills Required:

Bachelor’s degree along with 2-4 years of relevant work experience

Strong analytical and problem-solving skills – relevant coursework in Finance/Mathematics/Statistics

Programming skills in Matlab and VBA is a strong plus

Interpersonal skills – individual will have extensive interaction with internal and external clients

Understanding of global financial markets, asset allocation and portfolio construction considerations

Series 7 and 66 licensed or completion upon hire



This company is hiring for this role at multiple locations.

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