Morgan Stanley

Executive Director – Investment Strategist, Alternatives, Global Investment Office

Morgan Stanley

full-time

Posted on:

Location Type: Office

Location: Purchase • New York • 🇺🇸 United States

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Salary

💰 $160,000 - $270,000 per year

Job Level

Lead

Tech Stack

PythonSQL

About the role

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

Requirements

  • Bachelor’s degree, preferably including quantitative coursework
  • Eight-plus years of experience as an investment strategist or portfolio manager
  • Demonstrated experience in multi-asset and alternative investments strategy
  • Strong attention to detail and analytical skills
  • Effective written and verbal communication skills
  • 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)
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Professional development opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
investment strategyportfolio constructionasset allocation modelsinvestment manager due-diligencemulti-asset investmentsalternative investmentsadvanced Excel modelingquantitative programming languagesMatlabSQL
Soft skills
attention to detailanalytical skillswritten communicationverbal communication