Investing with Impact Associate, Global Investment Office

The Investing with Impact team within the Global Investment Office is responsible for developing and delivering holistic wealth solutions for our individual and institutional clients that seek to align their portfolios with their values. These solutions include a comprehensive set of investment strategies portfolio solutions impact reporting manager selection tools and thought leadership across multiple sustainability themes. Further we provide high quality and timely training and education for Financial Advisors and clients including a formal Advisor designation as well as an annual calendar of regular events publications and periodic thematic reports.

Job Summary

The Investing with Impact Associate will primarily be responsible for strategic project management and supporting the adoption of Investing with Impact products solutions and tools across segments to drive growth. Further the Impact Associate will support the creation and maintenance of thought leadership and materials for individual and institutional investor audiences including drafting publications written reports conference calls and meetings.

We are looking for an exceptionally talented individual with a clear passion for using capital markets to scale solutions to global and domestic economic environmental and social challenges. This individual is motivated confident and collaborative. This is a fast-paced team that collaborates regularly with our Wealth Management colleagues and the Firm to deliver on multiple work streams at any given time. The successful candidate will be equally comfortable working proactively on a small team and navigating a global financial services firm.

Attributes of a successful applicant include: strong quantitative and qualitative data analysis exceptional business writing and organizational skills. Further a curious mindset and someone who thrives on collaboration to drive successful outcomes for our clients will be important in this role.

The Impact Associate will be responsible for the following:

• Support the team in helping Financial Advisors and Institutional Consultants respond to their clients Investing with Impact needs by providing content and recommendations across the full range of tools resources and products.
• Support the creation and maintenance of key Investing with Impact content this includes thought leadership publications internal and client presentations and marketing collateral.
• Research and write thematic content in areas such as climate investing and community development for internal and external audiences.
• Analyze data to support engagements and provide platform insights.
• Project manage publication process for the Investing with Impact team.
• Engage with key partners including Global Sustainability Office Technology Marketing and Legal Risk and Compliance.

Requirements

• Bachelors degree focus on the environment and/or sustainability preferred.
• 2-5 years of work experience in impact investing consulting and/or other relevant fields with a focus on sustainable finance.
• Strong and efficient research capabilities including conducting quantitative and qualitative analysis
• Excellent project management skills
• Strong PC skills especially PowerPoint and Excel
• Ability to operate independently and manage multiple deadlines including short-term and long-term projects with strong organizational and time management skills
• Understanding of impact reporting frameworks as well as impact investing approaches (restriction screening ESG integration thematic solutions) and investment products across asset classes
• Detail-orientation with excellent business writing communication and presentation skills
• Ability to operate collaboratively in a team culture
• Persistence tenacity and drive for results
• Experience with asset allocation investment manager selection and portfolio risk management a plus
• Series 7 and 63 strongly preferred

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.

To learn more about our offices across the globe please copy and paste into your browser.

Expected base pay rates for the role will be between 90000 and 120000 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 Stanleys 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).