Executive Director, Investment Solutions Strategist & Equity Analyst – Specialty Solutions Group

Morgan Stanley•Boston, MA

About The Position

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.7 trillion in assets under management as of June 3 0 , 202 5 . 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 governments, institutions, corporations, and individuals worldwide. For further information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im . The Specialty Solutions Group (SSG) is seeking an experienced professional to join the team, in a unique hybrid capacity, combining the responsibilities of an investment strategist with complementary equity research responsibilities. With over $75b in AUM and experiencing strong business growth, the SSG T eam is seeking an investment professional who can contribute to investment analysis of equities across a range of market caps and industries, as well as engaging with internal and external partners, consultants and high net worth prospects. This role is ideal for a candidate who thrives in both analytical and strategic environments and is passionate about investing.

Requirements

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 M aster’s degree in business or finance
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

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