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Wealth Strategies & Planning Tools (WSPT) is a team with Morgan Stanley's Wealth Management Investment Resources dedicated to providing ultra-high net-worth clients with solutions that bridge their planning and investment decisions as well as supporting those solutions with quantitative analyses illustrating the tradeoffs of various choices. The team frequently addresses asset allocation and asset location strategies, but also gets involved in a variety of complex situations including estate planning, stock options, and portfolio construction.
Job Description: WSPT is seeking an individual with a broad array of interests within wealth management. The candidate will be responsible for: · Strategizing with financial advisors on customized strategies for ultra-high net-worth clients · Meeting with clients and explaining recommendations along with alternate approaches · Training advisors and sale associates on how to create customized analyses using enterprise tools · Modeling ad hoc financial analyses and producing client presentations · Testing investment tools and documenting procedures, methodologies, risks, and utilization The candidate must be able to work as part of a team but also have the ability to work individually with limited direction.
· 4+ years of work experience · Strong interpersonal skills - individual will have extensive interaction with advisors and clients · Strong analytical and problem-solving skills - relevant coursework in Finance/Mathematics/Statistics · Strong verbal and written communication skills, ability to communicate about economic and financial matters is critical · Understanding of global financial markets, understanding of asset allocation and portfolio construction considerations · Understanding of estate and financial planning considerations is a plus · Programming skills in Matlab and VBA is a strong plus · Series 7 and 66 licensed or completion upon hire
Internal Number: 5615201
About Morgan Stanley USA
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