WM Global Investment Office, UHNW International Team, Analyst

Analyst, Outsourced Chief Investment Officer (OCIO)

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.

This is a key role designed to support market coverage, enhance cross-border coordination, and strengthen connectivity across the International Wealth Management platform. The Analyst will serve as an integral partner to Portfolio Management, International Financial Advisors, and the Alternatives Product team to deliver customized investment solutions for UHNW international clients.

Responsibilities:

• Support strategic initiatives to expand Alternatives OCIO penetration across international UHNW individuals and family office clients.
• Maintain existing institutional client relationships by providing world class service, processing and escalation of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
• Support and ensure efficient execution of client onboarding, KYC/AML, regulatory documentation, and cross-border structuring.
• Coordinate with portfolio managers and product teams to ensure accurate and timely investment execution.
• Process documentation related to alternative investments (capital calls, sub docs, etc.) and liaise with fund managers and custodians.
• Assist with portfolio reporting, monitoring, and operational oversight to support client mandates.

Qualifications:

• Undergraduate degree required
• FINRA Series 7 and 66 are required after hiring (additional licensing may be required)
• 13 years of experience in Asset Management, Wealth Management, OCIO, or Institutional Advisory.
• High attention to detail and strong organizational skills.
• Strong teamwork and collaboration skills to work effectively with cross-functional teams

At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it in a way that's differentiated and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

Expected base pay rates for the role will be between $95,000 and $120,000 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.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.