Morgan Stanley · 8 hours ago
Executive Director, Investment Solutions Strategist & Equity Analyst – Specialty Solutions Group
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expMorgan Stanley Investment Management is one of the largest global asset management organizations, seeking an experienced Executive Director, Investment Solutions Strategist & Equity Analyst for their Specialty Solutions Group. The role involves developing investment strategies, conducting equity research, and engaging with stakeholders to support business growth and investment performance.
Asset ManagementFinanceFinancial ServicesLending
Hiring Manager
Lynn Perry
Responsibilities
Develop thought leadership content including white papers, presentations, and ad hoc analyses to support business development efforts of SSG
Serve as a subject matter expert on SSG’s offerings and consult with appropriate team members on product positioning and outreach efforts
Communicate portfolio positioning, performance and investment rationale to internal and external stakeholders
Act as a spokesperson for the business, providing investment insights and training to financial advisors, wealth management consultants, and due diligence teams
Lead competitive market analysis, track investor trends, and support product launches
Act as a conduit between investment and distribution teams
Build and maintain relationships with sales partners, research teams, and financial advisor community
Collaborate with marketing, legal, and product development teams to support business development and maintain accurate offering materials
Research, analyze, and provide investment recommendations on publicly traded companies across a variety of industries and market caps (focus on SMID)
Identify secular growth opportunities as well as risks across a broad investment universe
Pursue a long-term investment approach balancing investment and tax considerations
Utilize both qualitative and quantitative research to generate actionable investment insights
Establish and maintain effective relationships with other analysts to maximize knowledge across sectors
Qualification
Required
Minimum 10–15 years of relevant investment experience, with expertise in health care, financials and industrials sectors and small and mid-cap securities preferred
CFA or Master's degree in business or finance required
Proven ability to articulate investment strategy and insights to clients, analysts, and internal stakeholders
Proven track record of generating alpha over an extended investment horizon
Superior understanding of securities analysis, valuation methods, and investment research techniques
Excellent communication, presentation, and interpersonal skills
Strong leadership and decision-making skills
Advanced computer proficiency and strong attention to detail
Willingness and ability to travel
Benefits
Some of the most attractive and comprehensive employee benefits and perks in the industry
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (203)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Wei Christianson
Co-CEO Asia Pacific
Recent News
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