WM Global Investment Office, UHNW International Team, Analyst

Outsourced Chief Investment Officer (OCIO) Analyst

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)
• 1–3 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

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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).