Apply on Employer Site

Morgan Stanley · 2 months ago

Executive Director - Investment Strategist, Alternatives, Global Investment Office

New York, NY

Full-time

Onsite

Director/Executive

$160K/yr - $270K/yr

8+ years exp

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The role involves providing direction on investment strategy and portfolio construction while managing research initiatives and supporting Financial Advisors with portfolio construction and risk management.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Provide direction on investment strategy and portfolio construction

Publish market-related commentary, including fundamental and technical drivers, investment themes, actionable ideas, and 'white papers'

Design and monitor asset allocation models and single-security model portfolios

Perform investment manager due-diligence on traditional and alternative funds

Provide research coverage on municipal fixed income, ETFs, and CEFs

Partner with Advisors to understand investments and help them manage relationships with clients and close business with prospects

Manage Field initiatives including road shows, conference calls, and summits

Develop and apply a disciplined, systematic approach to portfolio construction

Support the Global Investment Committee (GIC) and Financial Advisors across the investment process: strategic, tactical and dynamic asset allocation; active-passive decisions; manager selection; and portfolio construction and risk management

Introduce, update, and strengthen multiple proprietary frameworks

Oversee a suite of ETF allocation portfolios and several blended ETF-mutual fund portfolios

Assist Advisors with their discretionary portfolio construction

Recommend high-quality portfolio lineups and deliver scalable customization

Author or support multiple cross-asset strategy publications

Analyze and simplify investment ideas and market movements and portfolio strategy guidance for Financial Advisors and clients

Articulate the Firm’s global macro and portfolio positioning views, focusing on the implications for alternative investments

Contribute to the team’s research initiatives, including developing new frameworks and strengthening and maintaining existing ones

Qualification

Multi-asset investment strategyAlternative investments knowledgeInvestment research publishingRisk management systemsAdvanced Excel modelingAnalytical skillsIntellectual curiosityEntrepreneurial spiritEffective communicationOrganizational skillsProblem-solving skillsInterpersonal skills

Required

Demonstrated experience in multi-asset and alternative investments strategy, including specific knowledge of sub-strategies within hedged strategies and private investments

Strong attention to detail and analytical skills

Effective written and verbal communication skills

Entrepreneurial spirit and enthusiasm for a culture of ownership

Desire to thrive in a collaborative environment, leveraging strong interpersonal skills

Solid organizational skills and ability to work across multiple functions

Excellent problem-solving and analytical skills with strong business judgment

Intellectually curious

Experience in publishing investment research and strategy guidance for broad audiences

Experience with market data research and risk management systems (e.g., Aladdin, Barra, Bloomberg, FactSet, and Morningstar)

Intermediate technical skills, including advanced Excel modeling and PowerPoint skills and potentially quantitative programming languages (Matlab, SAS, SQL, Dataiku, or Python)

Bachelor's degree, preferably including quantitative coursework

Eight-plus years of experience as an investment strategist or portfolio manager

Grounding in alternative investment strategies from hedge funds to venture capital, private equity, private credit, private real estate and infrastructure

Buy-side or sell-side experience a plus