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PWM Asia, Investment Management Services, non-Fixed Income Discretionary Portfolio Management, Manager, Hong Kong
September 15, 2018
Morgan Stanley is a leading global financial services firm providing investment banking, securities, investment management and wealth management services. With offices in more than 42 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.
Morgan Stanley Private Wealth Management ("PWM") provides highly customized financial advice, investment solutions and brokerage services to individuals, families and foundations. As Morgan Stanley's premier service for individuals and families with significant means, we specialize in providing our clients with custom-tailored financial solutions and a level of sophistication and access to expertise and investments typically reserved for large corporations, financial institutions and governments.
Investment Management Services ("IMS") Team cover the full spectrum of Fee-based products related activities for PWM Asia Clients, including Funds sourcing and due diligence, product on-boarding, marketing and after sales support, product monitoring, and operational support. IMS team also manages discretionary portfolios across asset classes and leads other initiatives such as insurance referrals and lending program for PWM Asia clients.
Based in Hong Kong, the Investment Management Services (IMS) team is seeking a highly self-motivated professional (up to Manager level) to support its non-fixed income discretionary portfolio management activity.
The IMS team is responsible for Fee-based products related activities for PWM Asia, including product sourcing and due diligence, NPA, product launch coordination, eligibility approval and documentation release, marketing and after sales support, product monitoring, and provides operational support including trade processing. Fee-based products include both Internal and External Hedge Funds, Private Equities, Real Estate, and Mutual funds. IMS Team manages as well various discretionary investment strategies (Funds and Equities).
This is a high-touch role with direct reporting line into the regional senior management of IMS, with the following key responsibilities:
Equity analysis including company research, financial statements reviews, fundamental credit analysis, management team meetings, investment, writing of investment memo.
Investment analysis to support the discretionary portfolio investment decision across asset classes such as funds and equities
Trade implementation and post-trading and portfolio monitoring
Conduct on-going due-diligence of the portfolios underlying investments
Conduct funds due diligence and on-going monitoring to support product launch
Create and update marketing materials, portfolios performance updates and prepare portfolios proposals
Assist senior management with business development projects and planning as and when required
A university degree or equivalent
At least 3-5 years of prior experience in portfolio analysis
Extensive product knowledge across all asset classes primarily equity products
Equity analysis experience is a must
Strong English communication skills (both written and verbal) necessary; fluency in Mandarin with the ability to read and write Chinese a must
Team player with strong interpersonal skills
Ability to consistently perform to the highest standard in a small compact team setting
Candidates with more experience will be hired at Senior Manager level