3+ years of investment related experience in the Financial Services Industry. Solid understanding of investment management, institutional consulting and the advisory business.
Practical knowledge of equities (US & Global), ETFs, Bonds, Derivatives, Alternatives
Product knowledge of discretionary portfolios. SMA, UMA, Mutual Funds, Alternative Investments
Excellent communication skills, both written & verbal. Role will involve meetings and close interaction with senior people within Consulting Group
Detail oriented with ability to multi-task and handle multiple priorities.
Able to work independently on projects, well organized and able to document processes.
Advanced Excel, Word and PowerPoint skills. Knowledge of Morningstar and attribution software is a plus.
Strong analytical and quantitative
S24 or investment related designations are a plus.
Morgan Stanley - 20 months ago
One of the world's top investment banks, Morgan Stanley serves up a smorgasbord of financial services. The company operates...