Morgan Stanley
Executive Director - Investment Strategist, Alternatives, Global Investment Offi
Morgan Stanley, New York, New York, us, 10261
Executive Director - Investment Strategist, Alternatives, Global Investment Office
Morgan Stanley is a leading global financial services firm providing investment banking, securities, investment management and wealth management services. The Global Investment Office (GIO) produces macro-to-micro research and analysis to support Advisors and clients.
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 closed-end funds (CEFs)
Partner with Advisors to understand investments, manage client relationships, and support business development
Manage field initiatives including road shows, conference calls, and summits
Position Overview The Portfolio Construction and Cross-Asset Strategy (PC|XS) team contributes to the success of Morgan Stanley’s Advisors and clients. In support of the Global Investment Committee, the team develops a disciplined, systematic approach to portfolio construction using evidence-driven frameworks and quantitative methods to analyze opportunities and recommend tactical exposures. The team supports the Global Investment Committee (GIC) and Financial Advisors across strategic, tactical and dynamic asset allocation decisions, manager selection, portfolio construction and risk management. The team maintains proprietary frameworks guiding investment processes and oversees ETF allocation portfolios and blended ETF-mutual fund portfolios. Advisors receive assistance with discretionary portfolio construction and scalable customization. The team has launched a framework and tool to address taxable clients’ concentrated equity positions.
The team also authors or supports cross-asset strategy publications, including the GIC Weekly, Topics in Portfolio Construction, Global Insights, Fixed Income Insights, Daily Positioning, and the ChartBook. These publications analyze investment ideas, market movements, and portfolio strategy guidance for Financial Advisors and clients. Advisors frequently seek strategy guidance and support for client meetings.
The team’s lead seeks a partner with sound judgment, collaboration, excellence, innovation and ownership to deepen and strengthen investment strategy delivery. This role will involve leading the forthcoming Alternatives Insights publication and contributing to portfolio construction consulting and quantitative frameworks. The candidate will articulate the Firm’s global macro and portfolio positioning views, with a focus on alternative investments, and contribute to research initiatives including developing new frameworks and maintaining existing ones. Portfolio management experience in multi-asset or alternative strategies, and experience with derivatives, commodities, and currencies are highly valued.
Qualifications
Demonstrated experience in multi-asset and alternative investments strategy, including sub-strategies within hedged strategies and private investments
Strong attention to detail and analytical skills
Effective written and verbal communication skills
Entrepreneurial spirit and ownership mindset
Desire to thrive in a collaborative environment with strong interpersonal skills
Solid organizational skills and ability to work across multiple functions
Excellent problem-solving and analytical skills with sound business judgment
Intellectually curious; experience publishing investment research and strategy guidance for broad audiences
Experience with market data research and risk management systems (e.g., Aladdin, Barra, Bloomberg, FactSet, Morningstar)
Intermediate technical skills, including advanced Excel modeling and PowerPoint; familiarity with quantitative programming languages (Matlab, SAS, SQL, Dataiku, Python) is a plus
Experience
Bachelor’s degree, preferably with quantitative coursework
Eight or more years of experience as an investment strategist or portfolio manager
Exposure to alternative investment strategies across hedge funds, venture capital, private equity, private credit, private real estate and infrastructure
Buy-side or sell-side experience is a plus
Series 7 and 66 preferred, with expectation to obtain within three months of start date
What You Can Expect From Morgan Stanley We are committed to maintaining a first-class service and high standard of excellence. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide decisions to benefit clients, communities and our employees. We offer a supportive, empowering environment with opportunities to grow within the firm and a comprehensive benefits package.
Equal employment opportunity: The Firm prohibits discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, national origin, citizenship, disability, marital or civil partnership status, pregnancy, veteran status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.
Note: This description reflects the role and does not include every duty that may be required.
Location: New York, NY (as applicable to the role). Travel expectations may apply.
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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 closed-end funds (CEFs)
Partner with Advisors to understand investments, manage client relationships, and support business development
Manage field initiatives including road shows, conference calls, and summits
Position Overview The Portfolio Construction and Cross-Asset Strategy (PC|XS) team contributes to the success of Morgan Stanley’s Advisors and clients. In support of the Global Investment Committee, the team develops a disciplined, systematic approach to portfolio construction using evidence-driven frameworks and quantitative methods to analyze opportunities and recommend tactical exposures. The team supports the Global Investment Committee (GIC) and Financial Advisors across strategic, tactical and dynamic asset allocation decisions, manager selection, portfolio construction and risk management. The team maintains proprietary frameworks guiding investment processes and oversees ETF allocation portfolios and blended ETF-mutual fund portfolios. Advisors receive assistance with discretionary portfolio construction and scalable customization. The team has launched a framework and tool to address taxable clients’ concentrated equity positions.
The team also authors or supports cross-asset strategy publications, including the GIC Weekly, Topics in Portfolio Construction, Global Insights, Fixed Income Insights, Daily Positioning, and the ChartBook. These publications analyze investment ideas, market movements, and portfolio strategy guidance for Financial Advisors and clients. Advisors frequently seek strategy guidance and support for client meetings.
The team’s lead seeks a partner with sound judgment, collaboration, excellence, innovation and ownership to deepen and strengthen investment strategy delivery. This role will involve leading the forthcoming Alternatives Insights publication and contributing to portfolio construction consulting and quantitative frameworks. The candidate will articulate the Firm’s global macro and portfolio positioning views, with a focus on alternative investments, and contribute to research initiatives including developing new frameworks and maintaining existing ones. Portfolio management experience in multi-asset or alternative strategies, and experience with derivatives, commodities, and currencies are highly valued.
Qualifications
Demonstrated experience in multi-asset and alternative investments strategy, including sub-strategies within hedged strategies and private investments
Strong attention to detail and analytical skills
Effective written and verbal communication skills
Entrepreneurial spirit and ownership mindset
Desire to thrive in a collaborative environment with strong interpersonal skills
Solid organizational skills and ability to work across multiple functions
Excellent problem-solving and analytical skills with sound business judgment
Intellectually curious; experience publishing investment research and strategy guidance for broad audiences
Experience with market data research and risk management systems (e.g., Aladdin, Barra, Bloomberg, FactSet, Morningstar)
Intermediate technical skills, including advanced Excel modeling and PowerPoint; familiarity with quantitative programming languages (Matlab, SAS, SQL, Dataiku, Python) is a plus
Experience
Bachelor’s degree, preferably with quantitative coursework
Eight or more years of experience as an investment strategist or portfolio manager
Exposure to alternative investment strategies across hedge funds, venture capital, private equity, private credit, private real estate and infrastructure
Buy-side or sell-side experience is a plus
Series 7 and 66 preferred, with expectation to obtain within three months of start date
What You Can Expect From Morgan Stanley We are committed to maintaining a first-class service and high standard of excellence. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide decisions to benefit clients, communities and our employees. We offer a supportive, empowering environment with opportunities to grow within the firm and a comprehensive benefits package.
Equal employment opportunity: The Firm prohibits discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, national origin, citizenship, disability, marital or civil partnership status, pregnancy, veteran status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.
Note: This description reflects the role and does not include every duty that may be required.
Location: New York, NY (as applicable to the role). Travel expectations may apply.
#J-18808-Ljbffr