Senior Research Analyst, AVP

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
• Aid in RFP responses and related activities

Qualifications

• Undergraduate degree required
• Approximately 4-7 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