The Global Investment Office (GIO) is a 250+ person team that serves as a resource for Financial Advisors to leverage for all matters related to financial planning, investment advice and implementation. GIO is the advisor's advisor, with capabilities ranging from asset allocation, manager due diligence and portfolio construction guidance to specialty research including thematic, macro and impact investing. Morgan Stanley Wealth Management supports a wide swath of clients, and GIO offers customized tools, resources and insights for the unique needs and considerations of each segment, from active traders and digital-direct up to ultra-high-net-worth and institutional.

The GIO is seeking a motivated, ambitious, and team-oriented individual to support our content initiatives. This role will be part of the COO Team and will play a crucial role in driving the expansion and enhancement of our content tools, resources, and insights. This is an excellent opportunity for those looking to kick-start a career in financial services. If you're ready to learn, up for a challenge and eager to contribute to a dynamic team, we'd love to hear from you. This is an in-office role requiring minimum 4 days in office. 2-3 days per week, will be in Purchase.

Responsibilities

The COO Analyst will support the development and promotion of GIO content and will participate in various general strategic initiatives. The analyst will gain an understanding of advice platforms, publications, and delivery mechanisms as well as work with authors on their content. Key responsibilities will include but are not limited to the following:

Implement and manage strategies for content initiatives, aligning them with business objectives and user experience principlesDevelop and execute communications strategies for key thought leadership pieces, website launches, strategic initiatives, etc.Partner with marketing team on branding and promotion of content; collaborate with stakeholders across the firm to implement content segmentation strategy and to expand/enhance content tools, resources, and insightsProduce high-quality collateral and manage daily publishing operations related to key publications and franchises, including writing, proofreading/editing, and regulatory reviewOversee the creation and publishing of video and audio content, as well as summary documentsOversee layout of reports and email communications for key thought leadership piecesCreate presentations for the COO team and CIO Head of GIO, to present to various audiences and groups Update Monthly GIO Scorecard used by CIO to communicate department progress with senior leadershipSupport the COO team on key projects and participate in broader department strategic initiativesLeverage data to track and analyze engagement efforts, identify user needs, and measure impact—including partnering with regional and branch sales teams to identify and target potential focus areas

Qualifications

Bachelor's degree required1-3 years professional experience, or a recent graduate with relevant internship experienceSelf-motivated, innovative, creative, proactive, hardworking individualAbility to gain proficiency in GIO’s proprietary authoring platformExcellent problem-solving skills and the ability to manage multiple high-level projects concurrentlyTeam player with excellent interpersonal skills and ability to work collaboratively with cross-functional stakeholdersOutstanding attention to detail and strong analytical skillsAbility to create polished PowerPoint presentations for various audiencesProficiency in Microsoft Excel and other business software applicationsExcellent verbal and communication skillsSolid writing and editorial skills, with the ability to distill and articulate complex topics for a wide range of client audiencesEager to learn about Morgan Stanley capabilities with specific interest in Wealth ManagementSeries 7 certification or willingness to obtain it

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between 58,000 and 115,000 per year at the commencement of employment.  However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary  bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs
 

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).