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.
Morgan Stanley’s Institutional Consulting Solutions (ICS) business, a part of Morgan Stanley Wealth Management Client Segments, provides consulting services and solutions to institutional investors, including corporations, foundations, endowments, educational institutions, healthcare organizations, insurers, and Taft-Hartley funds. We work directly with Financial Advisors/Consultants and other key partners across the Firm to drive asset growth and scalable, centralized infrastructure, service models and tooling to ensure best in class support for this growing and complex business. The Fiduciary Consulting Group (FCG), which was formed through the strategic combination of Hyas Group and Cook Street Consulting, is a specialized business that provides bespoke investment consulting and fiduciary solutions to institutional clients throughout the United States (including Puerto Rico) and Canada. Our clients include corporations, government entities, and non-profit organizations, and we specialize in assisting retirement plan sponsors (defined contribution/defined benefit/nonqualified), 529 plans, endowments, foundations, and trusts. Our status as a fiduciary is clearly documented in our consulting agreements.
Position Summary
The Fiduciary Consulting Group’s research team is responsible for delineating the ICS FCG investment policy and the research which supports that policy in partnership with the Wealth Management Global Investment Office (GIO). This position within the broader research team will be responsible for ongoing investment due diligence, analysis and reporting to institutional clients, client-facing coordination and client project development/management.
Primary Responsibilities :
Provide ongoing investment due diligence, analysis and reporting to institutional clients
Investment manager due diligence and selection
Asset class research
Portfolio construction and asset allocation
Asset/liability modeling
Driving scalable AI deployment and adoption in investment research
Macroeconomic and industry research
Client-facing responsibilities and client project development/management
Assistance with RFP responses and related activities
Qualifications :
Undergraduate degree required
Approximately 5-10 years of previous experience in a similar role within the investment research or consulting industry
Strong written and verbal communication skills
Experience working directly with clients and producing client-facing research or investment deliverables
Experience with Bloomberg, eVestment, and/or Morningstar Direct preferred
Experience with AI- and AI-related integrations
Desire to progress toward the CFA designation (if not already attained)
Desired Skill Set:
Attentive to detail (quality and accuracy of materials)
Team-oriented; able to cooperate across research and other departments to meet deadlines with quality work
Independent thinker; able to think critically, process new information quickly, and work autonomously under tight deadlines
Professional and personable; comfortable interacting and presenting with clients and investment managers
Ambitious; long-term interest in Fiduciary Consulting Group and growth opportunities across divisions and broader Morgan Stanley
WHAT YOU CAN EXPECT FROM MORGAN…