Investment Management - International Equity Portfolio Specialist - Analyst

London

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 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.

Morgan Stanley Investment Management (MSIM) is a client-centric investor-led organization dedicated to providing 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. Our global presence thought leadership and breadth of products and services enable us to partner with clients to help meet the evolving challenges of todays financial markets.

With more than four decades of asset management experience our investment strategies span the risk / return spectrum across geographies investment styles and asset classes including equity fixed income liquidity alternatives and private markets. Each of our investment teams has a unique talent pool of experienced professionals and share the same core values of fiduciary responsibility and commitment to investment excellence that have been the hallmarks of MSIM since its establishment.

Background

MSIMs International Equity (IE) team has more than 30 years of investing in international markets and today manages c.$50 billion in assets across international (non US) and global strategies with a strong presence in concentrated quality portfolios. The investment team is comprised of nine portfolio managers and sixresearch analysts and also includes a team of Portfolio Specialists who coordinate all client servicing activities and serve as primary contacts for clients consultants and prospects for the teams investment strategies. The team embodies a longstanding team-based culture where close teamwork has been instrumental in the growth and development of their business. Over the last several years the team has focused on continuing to build an experienced well-resourced and diverse team.

The Role

• A Junior Portfolio Specialist to join the team as an Analyst.

The Junior Portfolio Specialist will support the London based IE portfolio specialist team in acting as liaison with internal departments for client support and management servicing existing clients coordinating information requests for new client opportunities assisting with portfolio and performance analytics.

Key Responsibilities:

• Draft accurate and timely written responses on monthly and quarterly performance and portfolio positioning in response to queries from sales clients consultants and prospects.

• Gather review and apply data from internal and external sources to support ongoing and ad hoc client reporting requirements.

• Serve as liaison within MSIM to Legal Compliance Risk Trading and Operations teams to ensure successful coordination and maintenance of institutional client accounts and prospective new business opportunities.

• Oversee the gathering and explanation of data and investment process required in Request for Proposals (RFPs) and other questionnaires.

• Play key role as liaison between IE team and Sales and Marketing departments updating and customizing marketing materials for global asset gathering opportunities and serving as resource for inquiries.

• Perform competitor analysis and market research as needed.

• Manage marketing capabilities for the team including white papers collateral videos/audios social media

• Participate in portfolio specialist and broader team investment meetings

• Participate in creation of new product materials

• Perform related duties as assigned.

Qualifications:

• A bachelors degree; distinguished and differentiated academic track record

• 0-5 years of experience in the asset management or brokerage industry in an investment research marketing/RFP or business development capacity preferred

• Ability to synthesize stock and portfolio concepts for client/prospect consumption

• Strong verbal and written communication skills and the ability to present complex concepts in a simple and digestible format for broad audience consumption

• Strong interpersonal and relationship building skills

• Service orientation with the ability to multi task and resourcefulness to solve varying and complex client needs and challenges

• Strong judgment with the ability to tackle challenges not previously encountered and the prudence to escalate issues as appropriate to senior team members

• Self-starter with drive to be successful and ability to manage and execute simultaneous projects and tasks without reminders

• Strong attention to detail

• Experience with Microsoft Word PowerPoint Excel and Teams

• Passion for financial markets and equities

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement
Interested in flexible working opportunities Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds talents perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting developing and advancing individuals based on their skills and talents.