Private Wealth Management Asia, Investment Management Services (IMS) â€" Discretionary Portfolio Man

Morgan Stanley
Hong Kong, Hong Kong
16 May 2022
28 May 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Morgan Stanley has been serving ultra-high net worth individuals, corporates and asset owners in Asia for over 30 years. Leveraging strong connectivity to Morgan Stanley's renowned Investment Bank, Morgan Stanley Private Wealth Management Asia delivers the global resources, product expertise and personalized service needed to address the complex challenges of managing significant wealth:

Flow Products

Fund Investments

Alternatives & Privates

Financing Solutions

Strategy Advisory

Wealth Planning

Capital Markets Access

Cash Management

Why Morgan Stanley?

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, our employees serve clients worldwide including corporations, governments, institutions and individuals.

Building on over 30 years of delivering first-class business in a first-class way, Morgan Stanley helps Asia wealth management clients succeed by delivering the Firm's global reach, product leadership and investment expertise. To reinforce our commitment to the region, we have established Morgan Stanley Bank Asia Limited, a licensed bank in Hong Kong and a wholesale bank in Singapore, to conduct private wealth management business in Asia.

You'll find that the competitive compensation packages with benefits, the established career paths and our culture and values all make Morgan Stanley a great place to develop your career.

Morgan Stanley is an Equal Opportunity Employer. Learn more at: .

Based in Hong Kong, the Investment Management Services (IMS) department is seeking a highly self-motivated analyst to support the discretionary portfolio management (DPM) team.

DPM manages a significant pool of client capital across 13 model strategies implemented using a broad range of securities ranging from direct securities, fund of funds and structured products.

- Work with the Fixed Income Portfolio Manager within DPM and conduct credit analysis via desktop and field fundamental research i.e. financial statement analysis, investor calls, engage with Morgan Stanley's institutional research analysts, engage with the issuers directly.
- Understand the credit risk drivers, industry conditions and macroeconomics, make investment recommendations to the portfolio management team.
- Prepare investment memos and portfolio review materials.
- Conduct portfolio reviews with client.
- Trade implementation and post-trading and portfolio monitoring
- Conduct on-going due-diligence of the portfolios underlying investments
- Create and update marketing materials, portfolios performance updates and prepare portfolios proposals
- Assist senior management with business development projects and planning as and when required

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