Morgan Stanley

Wealth Strategies Planning Tools, WM Global Investment Office, Associate, Wealth Management

Posted On

April 11, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

June 18, 2025

Job Description

Wealth Strategies Planning Tools

Role Description:

The role is based out of Mumbai and will support a variety of financial planning activities for the

Wealth Strategies & Planning Tools (WSPT), a team within the Financial Planning organization of Morgan Stanley’s Global Investment Office dedicated to Wealth Management’s ultra-high net-worth and institutional clientele. The team has two mandates: 1) providing clients and prospective clients with solutions that bridge their planning and investment decisions as well as supporting those solutions with quantitative analyses illustrating the tradeoffs of various strategies, and 2) building and supporting a toolset accessible by financial advisor teams allowing them to create analyses with their own derived strategies. WSPT frequently addresses asset allocation and asset location strategies, but also gets involved in a variety of complex situations including advanced wealth planning, employee stock options, private equity commitments, single stock strategies, and structured products.

Primary Responsibilities:

Supporting advisors through one-on-one training and managing the team inbox by answering questions from the financial advisors and their teams on ultra-high-net-worth planning software (Wealth Strategies Analysis and LifeView Private Wealth Advisor)
Trust document review which includes scraping data from trust documents for use in financial plans.
Modeling ad hoc financial analyses, producing client presentations, and presenting information to financial advisors.
Strategizing with financial advisors on customized strategies for ultra-high net-worth and institutional clients

Qualifications

3-5 years of relevant work experience, bachelor’s degree
Strong analytical & critical reasoning skills and strong attention to detail
Ability to work collaboratively across teams and senior stakeholders.
An interest in financial planning and an ability to learn the nuances of the planning tools.
Strong interpersonal skills and ability to communicate effectively both verbally and in writing.
Knowledge of Microsoft Word, Microsoft Excel, PowerPoint
Comfort juggling multiple priorities; strong organizational and time management skills.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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