Morgan Stanley - Greenwood Village, CO
posted about 2 months ago
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world's largest networks of Financial Advisors. Cook Street Consulting is a part of the Morgan Stanley Institutional RIA business, which consults on over $150 billion of institutional assets. The Institutional RIA business was launched in 2021 through the acquisitions of Hyas Group and Cook Street Consulting and subsequently the Southern Employee Benefits practice of Milliman. Its goal is to continue strategic acquisitions in this space and help support organic growth. The business is a high priority strategic initiative within Morgan Stanley to increase market share within the institutional consulting market while also contributing to the Firm's asset growth and participant engagement goals. We currently seek a full-time Vice President of Research to begin work immediately in our Cook Street Consulting's Greenwood Village, Colorado office. The individual selected for this position will be responsible for ongoing investment due diligence, analysis, and reporting to institutional clients, specifically to include: Investment manager due diligence and selection, asset class research, portfolio construction and asset modeling, macroeconomic and industry research, and client-facing responsibilities and client project development/management. Cook Street's Research Department is responsible for delineating the firm's investment policy and the research which supports that policy. We are looking for an ambitious individual who is interested in a long-term career in the investment consulting industry.