Private Wealth Management Asia, Investment Management Services (IMS) – Portfolio Analyst
Morgan Stanley
Hong Kong, Hong Kong, Hong Kong, Japan Asia


Morgan Stanley has been serving ultra-high net worth individuals, corporates and asset owners in Asia for over 30 years.

Leveraging strong connectivity to Morgan Stanley’s renowned Investment Bank, Morgan Stanley Private Wealth Management Asia delivers the global resources, product expertise and personalized service needed to address the complex challenges of managing significant wealth :

Fund Investments

Alternatives & Privates

Wealth Planning

Capital Markets Access

Why Morgan Stanley?

Morgan Stanley (NYSE : MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.

With offices in more than 41 countries, our employees serve clients worldwide including corporations, governments, institutions and individuals.

Building on over 30 years of delivering first-class business in a first-class way, Morgan Stanley helps Asia wealth management clients succeed by delivering the Firm’s global reach, product leadership and investment expertise.

To reinforce our commitment to the region, we have established Morgan Stanley Bank Asia Limited, a licensed bank in Hong Kong and a wholesale bank in Singapore, to conduct private wealth management business in Asia.

You’ll find that the competitive compensation packages with benefits, the established career paths and our culture and values all make Morgan Stanley a great place to develop your career.

Morgan Stanley is an Equal Opportunity Employer. Learn more at :

https : / / / people-opportunities / eeo.

Based in Hong Kong, the Investment Management Services (IMS) team is seeking a highly self-motivated professional to support the discretionary portfolio management activity.

The IMS team is responsible for Fee-based products related activities for PWM Asia, including product sourcing and due diligence, NPA, product launch coordination, eligibility approval and documentation release, marketing and after sales support, product monitoring, and provides operational support including trade processing.

Fee-based products include both Internal and External Hedge Funds, Private Equities, Real Estate, and Mutual funds. IMS Team manages as well various discretionary investment strategies (Funds and Equities).


  • Credit analysis including company research, financial statements reviews, fundamental credit analysis, management team meetings, investment, and writing of investment memo.
  • Investment analysis to support the discretionary portfolio investment decision across asset classes such as funds, equities and fixed income
  • Trade implementation and post-trading and portfolio monitoring
  • Conduct on-going due-diligence of the portfolios underlying investments
  • Conduct funds due diligence and on-going monitoring to support product launch
  • Create and update marketing materials, portfolios performance updates and prepare portfolios proposals
  • Assist senior management with business development projects and planning as and when required
  • Organization

  • A university degree or equivalent
  • At least 2 years of prior experience in portfolio analysis
  • Extensive product knowledge across all asset classes
  • Credit analysis experience is a must
  • Strong English communication skills (both written and verbal) necessary; fluency in Mandarin with the ability to read and write Chinese a must
  • Team player with strong interpersonal skills
  • Ability to consistently perform to the highest standard in a small compact team setting
  • Strong Excel skills with VBA ability and Bloomberg experience is a must
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