Investing with Impact, Associate, Global Investment Office
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About The Position
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career-a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Investing with Impact team within the Global Investment Office, is responsible for developing and delivering holistic wealth solutions for our individual and institutional clients that seek to align their portfolios with their values. These solutions include a comprehensive set of investment strategies, portfolio solutions, impact reporting, manager selection tools and thought leadership across multiple sustainability themes. Further, we provide high quality and timely training and education for Financial Advisors and clients, including a formal Advisor designation as well as an annual calendar of regular events, publications, and periodic thematic reports. The Impact Associate will support the Investing with Impact team's engagement with institutional clients and help provide highly customized impact investment solutions, with a particular focus on private market impact products and impact-first investment opportunities. The Impact Associate will support on impact product sourcing and evaluation across venture capital, private equity/credit, and real assets, as well as respond to ad hoc client questions and complete longer-term projects. Further, the Impact Associate will support the creation and maintenance of thought-leadership and materials for institutional investors including drafting thematic whitepapers and written reports, as well as critical functions including coordinating meetings and notetaking on conference calls.
