# Wealth Management, OCIO Defined Contribution Retirement - Analyst/Associate [Morgan Stanley](https://www.jorb.ai/firms/morgan-stanley.md) · New York · United States · [Asset Management](https://www.jorb.ai/jobs/asset-management.md) Morgan Stanley is hiring a Wealth Management, OCIO Defined Contribution Retirement - Analyst/Associate in New York. Posted 2026-09-24; applications close 2026-11-23. **Apply**: https://morganstanley.eightfold.ai/careers/job/549800457431 Posted 2d ago. ## Role details ## Defined Contribution Analyst/Associate 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 are critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley provides a superior foundation for building a professional career—a place for people to learn, achieve, and grow. Our culture balances personal lifestyles, perspectives, and needs. The Outsourced Chief Investment Officer (“OCIO”) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients, including Defined Contribution plans, Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, and Family Offices. ## Responsibilities - Support Portfolio Managers in building and managing client investment menus and portfolios for OCIO’s Defined Contribution clients. - Learn and utilize Morgan Stanley systems, such as wealth planning and portfolio analysis tools (e.g., Morningstar, eVestment). - Conduct analytical work at the request of Portfolio Managers on the OCIO Defined Contribution team, including portfolio, manager selection, trade, and ad hoc investment analyses. - Interface with internal and external partners, including research, trading, operations, product specialists, third-party vendors, investment managers, custodians, and recordkeepers. - Support the production of intellectual capital, client reporting materials, and industry commentary. - Contribute to Defined Contribution new business development efforts, including support for RFP responses and production of prospect-facing content. ## Qualifications - Intellectual curiosity and a strong desire to learn new concepts, tools, and investment processes. - Detail-oriented mindset with the ability to multitask and manage multiple priorities. - Strong organizational and project management skills. - Proactive, hardworking approach with strong professional accountability. - Proficiency in Microsoft Office, including Excel, PowerPoint, and Word. - Exemplary verbal and written communication skills. - Undergraduate degree is required. - FINRA Series 7 and 66 (or 63 and 65) licenses required, or willingness to obtain within 180 days of hire (additional licensing may be required). ## What You Can Expect From Morgan Stanley At Morgan Stanley, we raise, manage, and allocate capital for our clients, helping them reach their goals in a differentiated way that we have done for 90 years. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide the decisions we make every day to best serve our clients, communities, and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you will 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 is also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please visit https://www.morganstanley.com/about-us/global-offices. The expected base pay rate for this role at the commencement of employment will be between $70,000 and $115,000 per year. 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit https://www.morganstanley.com/people-opportunities/eeo. ## Applying to this role This Wealth Management, OCIO Defined Contribution Retirement - Analyst/Associate role at Morgan Stanley runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications. 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