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International Country Market Specialist
| Company | Morgan Stanley |
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| Location | Pasadena, CA, USA |
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| Salary | $100008 – $115000 |
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| Type | Full-Time |
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| Degrees | Master’s |
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| Experience Level | Junior, Mid Level |
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Requirements
- Master’s degree in Finance, Economics, or a related field of study
- One (1) year of experience in the position offered or one (1) year as a Client Service Associate, or a closely related occupation
- One (1) year of experience with prospecting domestic and international high net-worth client relationships with at least $5mm in investable assets
- Developing financial strategies depending on client specific goals and needs, including factoring in estate planning needs
- Generating portfolio reports depending on client needs and reviewing with clients
- Analyzing and evaluating global financial market trends with an emphasis on Asia and US
- Aladdin Portfolio Risk Platform to run risk reports, shock analysis, and scenario analysis
- Asia and US market regulations, analyzing impact of regulations on specific industries, sectors, and market performance
- Portfolio construction and management
- Investment product due diligence and comparison analysis
- Financial statement analysis
- Analyzing geopolitical events and potential impact on investments
- Trading of equity and fixed income securities, including non-US market securities
- Bloomberg terminal for financial data analysis
- Thomson ONE
- Microsoft Excel
Responsibilities
- Prospect and develop new high net-worth client relationships with focused prospecting on households with no less than $5mm in investable assets
- Maintain and manage the accounts and transactions of high net-worth investors and jointly develop suitable financial strategies
- Conduct sophisticated economic and financial market analyses regarding countries other than the United States and the global markets
- Analyze economic trends and activities both globally and in local country markets, and advise the effects on the investors’ portfolios
- Recommend changes to the investors’ holdings after evaluating the economic, financial, and market factors and the potential impact on the investors’ portfolios
- Interpret market data against complex factors including trends of emerging markets, currency exchange control issues, inflationary environments, and local country economic variables
Preferred Qualifications
No preferred qualifications provided.
