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Investment Portfolio Specialist

1 month ago

London, Greater London, United Kingdom https:jobs-redefined.cositemap Full time
Investment Portfolio Specialist

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

We are seeking a skilled Investment Portfolio Specialist to join our team. As a key member of our Portfolio Solutions Group, you will drive new business development, service existing clients and perform research to create content for distribution.

The successful candidate will work with the team on client requests, answering specific questions and performing regular portfolio reviews, as well as acting as a liaison with the investment teams, internal departments and other stakeholders.

Key responsibilities include:

  • Managing existing client relationships and coordinating client deliverables and review meetings
  • Working alongside the PSG research and investment team to understand the team's investment outlook and investment rationale behind portfolio positioning
  • Liaising with other teams within MSIM, including Legal, Compliance, Risk, Sales, Marketing and Product Management
  • Providing ongoing support to the Portfolio Specialist team on ad-hoc requests

Requirements include:

  • An undergraduate degree in business, finance or other related field
  • Knowledge of multi-asset and/or alternative investments beneficial
  • Business fluent Italian language skillset strongly preferred
  • Experience in the financial services industry, in an investment/portfolio specialist, sales, investor relations or business development capacity preferred
  • Self-starter with drive to be successful and ability to manage and execute simultaneous projects and tasks without reminders
  • Highly proficient in PowerPoint, Word and Excel

Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements.