Senior Research Analyst, AVP

About the Firm

Morgan Stanley is a leading global financial services firm providing 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 are critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic.

Morgan Stanley's Institutional Consulting Solutions (ICS) business provides consulting services and solutions to institutional investors, such as corporations, foundations, endowments, educational institutions, healthcare organizations, insurers, and Taft-Hartley funds. The Fiduciary Consulting Group (FCG), a specialized business within ICS, offers bespoke investment consulting and fiduciary solutions to institutional clients, including retirement plan sponsors, 529 plans, endowments, foundations, and trusts across the United States and Canada.

About the Role

The Fiduciary Consulting Group's research team is responsible for delineating the ICS FCG investment policy and supporting research in partnership with the Wealth Management Global Investment Office (GIO). This position will focus on ongoing investment due diligence, analysis, reporting, client-facing coordination, and project development/management.

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
• Drive scalable AI deployment and adoption in investment research
• Macroeconomic and industry research
• Client-facing responsibilities and project development/management
• Assist with RFP responses and related activities

Requirements

• Undergraduate degree required
• Approximately 4-7 years of previous experience in investment research or consulting
• 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)

Skills

• 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

Benefits

Morgan Stanley offers a full spectrum of benefits, including:

• Medical, prescription drug, dental, and vision insurance
• Health Savings Account and Dependent Day Care Savings Account
• Life insurance, disability, and other insurance plans
• Paid Time Off (including sick leave, parental leave, and vacation days)
• 10 paid holidays annually
• 401(k) plan
• Short-term and long-term disability coverage
• Additional special perks for employees

Pay

Salary range for the position: $85,000 to $140,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award and participation in the relevant business unit's incentive compensation plan, which may include a discretionary bonus component.