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Counterpoint Global, Portfolio Administrator - MSIM -
New York, New York, United States of America
·
On-site
·
Full-time
·
2mo ago
Morgan Stanley Investment Management (MSIM) is a global provider of superior investment products and services to institutional and retail clients across multiple asset classes.
Global products are offered in Equity, Fixed Income and Alternative asset classes. MSIM, together with its investment advisory affiliates, has approximately $1.8Tn in assets under management or supervision as of September 30, 2025. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes corporate pension plans, insurance companies, endowments and foundations, public pension plans and high net worth individuals.
This individual will work within Counterpoint Global investment group to facilitate trading, compliance, account administration, and performance.
Responsibilities:
- Prepare reports, copy and distribute reports to the investment team daily, monthly and quarterly
- Coordinate daily cash flows and initiate buy/sell programs as required
- Create orders for submission to portfolio managers/trading desk
- Check trade allocation on a next day basis, each day
- Monitor cash positions
- Coordinate corporate actions
- Coordinate IPO’s and secondary offerings
- Screen maintenance and creation using Factset
- Monitor portfolios daily for variances versus model, errors and cash positions
- Other duties as specified Requirements
- Relevant experience a plus
- Strong working knowledge of Microsoft Office Suite
- Bachelor’s degree required
- Ability to communicate effectively (written and oral)
- Flexibility, ability to work in fast-paced environment and to be able to work well under pressure
- Possess intellectual curiosity
- Attention to detail and accuracy
- Independent thinker / self-starterWHAT 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.
To learn more about our offices across the globe, please copy and paste
https://www.morganstanley.com/about-us/global-offices
into your browser.
Expected base pay rates for the role will be between $70,000 and $100,000 per year atthe commencement of employment.
However, base pay if hired will be determined on an individualizedbasis and is only part of the total compensation package, which, depending on the position, may alsoinclude commission earnings, incentive compensation, discretionary bonuses, other short and long-termincentive packages, and other Morgan Stanley sponsored benefit programs.Expanded legislation requires that roles that sit in other state locations, but report to a manager in NY, musthave the above language included in postings with the pay scale reflective appropriately to the location wherethe role will be sitting.
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).
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Morgan Stanleyについて

Morgan Stanley
PublicMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City.
10,001+
従業員数
New York
本社所在地
$150B
企業価値
レビュー
4.1
10件のレビュー
ワークライフバランス
2.8
報酬
4.2
企業文化
3.7
キャリア
4.1
経営陣
2.9
75%
友人に勧める
良い点
Great learning opportunities and experience
High salary and bonuses
Good team dynamics and supportive colleagues
改善点
Long hours during peak times
High stress and overwhelming environment
Work-life balance issues
給与レンジ
6,221件のデータ
Junior/L3
Director
Junior/L3 · Operations Analyst
441件のレポート
$83,240
年収総額
基本給
$76,802
ストック
-
ボーナス
$6,438
$60,778
$115,186
面接体験
6件の面接
難易度
3.2
/ 5
期間
21-35週間
面接プロセス
1
Application Review
2
HR Screen/HireVue
3
Technical/Behavioral Interviews
4
Superday/Final Round
5
Onsite Interview
6
Offer Decision
よくある質問
Technical Knowledge
Behavioral/STAR
Investment/Finance Concepts
Case Study
Culture Fit
ニュース&話題
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News
·
5d ago
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Bloomberg
News
·
5d ago



