Morgan Stanley
Wealth Management, OCIO Defined Contribution Retirement - Analyst/Associate
$70K–$115K
New York, New York · On-site · Full-time · Posted Sep 24, 2026
- Education
- Undergraduate degree required.
About the job
Supports portfolio managers in developing and managing investment menus and portfolios for institutional defined contribution clients within Morgan Stanley’s OCIO group.
What you'll do
- Conduct portfolio, manager-selection, trade, and other investment analyses; support portfolio managers with client investment menus and portfolios.
- Coordinate with internal and external partners and help produce client reports, investment commentary, and other intellectual capital.
- Support new business development, including RFP responses and prospect-facing materials.
What they ask for
- Proficiency in Microsoft Office, including Excel, PowerPoint, and Word.
- Strong verbal and written communication skills.
- FINRA Series 7 and 66 licenses, or Series 63 and 65; alternatively, willingness to obtain them within 180 days of hire.
- Undergraduate degree.
Pay
$70,000 and $115,000 per year (base salary)
Tools
Morningstar, eVestment, Microsoft Office, Excel, PowerPoint, Word
Model-written summary · the original posting is authoritative