Research Generalist, Associate - Global Investment Office

The Global Investment Office (GIO) provides investment advice, portfolio construction guidance, and thought leadership to help Financial Advisors and clients navigate markets.

We are seeking a highly motivated Research Generalist to support research, publication, curation, and promotion of proprietary intellectual capital across a wide range of topics in order to support GIO investment strategy within the department and to drive impact across the firm.

Representative work includes:

• Synthesizing and curating research from various teams inside GIO, across the firm, and from third-party researchers and asset managers
• Coordinating on key business development initiatives to support the creation and dissemination of investment research to financial advisors, clients, and colleagues. This includes significant collaboration with stakeholders across the firm, including those in investment management, research, marketing, and operational roles as well as branch offices
• Designing original quantitative and qualitative analysis regarding market/economic/policy phenomena; Drafting regular updates on financial market trends, presentations to internal and external audiences, and short user-friendly explainers. Larger research projects may involve publishing findings in long-form whitepapers
• Collaborating on projects involving data science and quantitative modeling techniques, including generative artificial intelligence and machine learning
• This role has significant room for growth and additional responsibility over time

Skills and Qualifications Required

• 2+ years work experience. Bachelors degree required. Master’s degree/equivalent preferred
• Qualified candidates may be asked to provide a writing sample during interview process
• Candidates with diverse academic backgrounds are encouraged to apply.
• Demonstrated coursework in social sciences and humanities is a strong plus
• Demonstrated experience in research methods
• Demonstrated excellence in writing and communication skills, preferably for a range of audiences (technical and non-technical)
• Basic fluency in mathematics, especially key concepts in statistics and data science
• Ability to learn about new topics quickly and independently; to think critically about research and modeling assumptions; and fluency in theoretical and methodological debates across multiple disciplines
• MS Office knowledge required, especially PowerPoint and Excel

Preferred

• Experience related to investing and asset management, especially in the context of US markets
• Experience related to econometric or financial analysis, portfolio construction or related fields
• Basic knowledge of any programming language
• Familiarity with large language models and generative AI; including prompt and context engineering as well as best practices for responsible and ethical application

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

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Expected base pay rates for the role will be between $57,000 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).