Wealth Management Communication Strategy, Global Investment Strategy Team, Analyst
3 weeks ago
The Investment Strategy team is responsible for communicating the investment narrative across . Morgan Wealth Management businesses. The team has a unique and broad mandate to synthesize Wealth Management views across all asset classes, sectors, and geographies, and to share these insights via internal sales force education, external client presentations, and internal and external publications. Channels for content distribution include the daily Morning Meeting, Key Investment Themes, Top Market Takeaways, and the Ideas & Insights Newsletter. The team leverages resources and relationships across the entire . Morgan Private Bank franchise to synthesize our views into actionable, relatable, and repeatable messages for our advisors and clients.
About the Investment Strategy Team:
The Investment Strategy team is responsible for communicating the investment narrative across . Morgan Wealth Management businesses. The team has a unique and broad mandate to synthesize Wealth Management views across all asset classes, sectors, and geographies, and to share these insights via internal sales force education, external client presentations, and internal and external publications. Channels for content distribution include the daily Morning Meeting, Key Investment Themes, Top Market Takeaways, and the Ideas & Insights Newsletter. The team leverages resources and relationships across the entire . Morgan Private Bank franchise to synthesize our views into actionable, relatable, and repeatable messages for our advisors and clients.
The Communication Strategy Analyst will receive significant exposure to Wealth Management leadership.
Job Responsibilities:
Driving ideas, planning, and coordination of the EMEA Morning Meeting conducted out of London. Interfacing with Solutions and Advisor partners across Wealth Management to craft and develop messaging of investment themes. Developing and enhancing content distribution channels and internal communications to ensure messaging to Clients and Advisors is digestible, repeatable, and delivered in a digital manner, such as through Allego, Symphony, ContentConnect, and more. Liaising with the EMEA Editorial Board, tasked with filtering and prioritizing thought leadership. Assisting with EMEA and Global business strategy. Working with senior members of the Global Strategy team, and the opportunity to learn marketsRequired skills, capabilities and qualifications:
Broad understanding of . Morgan Private Bank and Wealth Management platforms, including internal processes, products, and platform. Able to navigate Wealth Management leadership and serve as an advocate for Advisors. Well-versed in a substantial variety of financial market, macroeconomic, investment strategy, and wealth planning concepts. Strong written and verbal communication skills. Executive presence, exceptional aptitude, positive energy, and confident demeanour. Fast learner; strong initiative; confidence to make independent decisions on behalf of business stakeholders; desire and ability to synthesize a variety of businesses priorities, complex financial concepts, and investment themes. Demonstrated ability to outperform in demanding and fast-paced work environment. Advanced proficiency in Excel and PowerPoint. Acumen and familiarity with all asset classes, macroeconomics, and wealth management disciplines across the firm. Robust attention to detail and commitment to unsupervised follow-up.-
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