Executive Director - Investment Strategist, Alternatives, Global Investment Office

Morgan Stanley • Purchase, NY

93d • $160,000 - $270,000

About The Position

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career—a place to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture. The Portfolio Construction and Cross-Asset Strategy (PC|XS) team within Morgan Stanley’s Global Investment Office (GIO) contributes actively to the success of Morgan Stanley’s Advisors and clients. In support of the Global Investment Committee, the team develops and applies a disciplined, systematic approach to portfolio construction. Using evidence-driven frameworks and other quantitative methods to analyze opportunities and recommend tactical exposures, the team supports 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.

Requirements

• Demonstrated experience in multi-asset and alternative investments strategy
• 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
• 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
• Experience with market data research and risk management systems
• Intermediate technical skills, including advanced Excel modeling and PowerPoint skills

Nice To Haves

• Experience with derivatives, commodities, and currencies
• 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
• Series 7 and 66 preferred, with expectation to obtain within three months of start date

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 and Financial Advisors across the investment process
• Introduce, update, and strengthen multiple proprietary frameworks
• Oversee a suite of ETF allocation portfolios and several blended ETF-mutual fund portfolios
• Assist Advisors with discretionary portfolio construction
• Author or support multiple cross-asset strategy publications

Benefits

• Comprehensive employee benefits and perks
• Opportunities for career advancement
• Support for work-life balance

What This Job Offers

• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees