Specialized Consultant Junior

New York, NY

Post Date: 01/08/2018 Job ID: 10429724 Industry: FIN Consulting


Brokerage Investment Management (MSIM) is a global provider of investment products and services to institutional clients across multiple asset classes. The Firm offers a wide range of global equity, fixed income and asset allocation solutions across both public and private markets.

The Global Multi-Asset team applies a top-down macro investing approach across a variety of asset classes, including global stocks, bonds, currencies and commodities. The team manages ~$25bn in assets for a diverse range of clients in both on and offshore mutual funds and separately managed institutional accounts.

The Global Multi-Asset (GMA) Team seeks a Junior Portfolio Specialist on a temporary basis (February 15, 2018 - July 15, 2018) to assist the GMA Portfolio Specialist team in servicing existing clients, coordinating information requests for new client opportunities, assisting with portfolio risk and performance analytics, and acting as liaison with internal departments for client support and management. The position level for this role is Analyst.


" Assist with writing weekly, monthly and quarterly performance and portfolio positioning reports for existing clients.
" Gather, review and apply data from internal and external sources to support ongoing and ad hoc client reporting requirements.
" Assist with analytics such as performance and risk attribution.
" Perform competitor analysis and market research as needed.
" Work alongside the Global Multi-Asset research and investment team to understand the team's investment outlook and investment rationale behind portfolio positioning; assist in communication of investment outlook and rationales to existing and potential clients in writing.
" Draft accurate and timely written responses as well as compile risk, positioning, and performance data in response to queries from existing and potential investors.
" Liaise with MSIM Legal, Compliance, Risk, Trading and Operations teams to ensure successful coordination and maintenance of institutional client accounts and prospective new business opportunities.
" Assist with the gathering and explanation of data and investment processes required in Request for Proposals (RFPs) and other questionnaires.
" Update and customize marketing materials for global asset gathering opportunities and serve as resource for inquiries.
" Perform related duties as assigned.


" An undergraduate in business, finance or other related field; 2-4 years of experience in the asset management or brokerage industry, in an investment, research or marketing capacity preferred.
" Excellent written and verbal communication skills.
" Self-starter with drive to be successful and ability to manage and execute simultaneous projects and tasks without reminders.
" Strong attention to detail.
" Team player who enjoys working with others and reaching out proactively throughout the firm to gather information; consensus-builder.
" Strong quantitative skills and experience in use of Microsoft Excel, PowerPoint and Word.

Ashley Maldonado

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