Wm Global Investment Office - Purchase, United States - Morgan Stanley

Morgan Stanley

Verified Company

Purchase, United States

4 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

WM Global Investment Office - Investment Strategist - AVP

Job Number:
3252550

POSTING DATE:
May 15, 2024

PRIMARY LOCATION:
Americas-United States of America-New York-Purchase

EDUCATION LEVEL:
Bachelor's Degree

JOB:
Wealth Management

EMPLOYMENT TYPE:
Full Time

JOB LEVEL:
Assistant Vice President

DESCRIPTION

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 for people to learn, to achieve and grow.

A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Wealth Management's Global Investment Office produces macro-to-micro research and analysis to help Advisors build their practices and manage their clients' portfolios.

Provide direction on investment strategy and portfolio construction
Publish marketrelated commentary, including fundamental and technical drivers, investment themes, actionable ideas, and "white papers"
Design and monitor asset allocation models and singlesecurity model portfolios
Perform investment manager duediligence 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

This role will have responsibility for articulating the Firm's global macro and portfolio positioning views.

This position focuses on supporting the Firm's Chief Investment Officer and Chair of the Firm's Global Investment Committee (GIC) through research and developing charts and other content for "The GIC Weekly," "Monthly Perspectives," and other periodicals and special reports.

These projects will stretch across multiple asset classes and multiple audiences, including Financial Advisors and institutional clients.

The PC|XS 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 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.

The team has responsibility for introducing, updating, and strengthening multiple proprietary frameworks, whose conclusions guide the GIC, our manager due-diligence teams, and Firm-discretionary investment processes.

Moreover, using these frameworks, the team oversees a suite of ETF allocation portfolios and several blended ETF-mutual fund portfolios.

The team assists Financial Advisors with their discretionary portfolio construction, seeking to recommend high-quality portfolio lineups and deliver scalable customization across multiple clients.

The team also authors or supports multiple cross-asset strategy publications, including the "GIC Weekly," "Topics in Portfolio Construction," "Global Insights, "Fixed Income Insights," "Daily Positioning," and the ChartBook.

These publications seek to analyze and simplify investment ideas and market movements and portfolio strategy guidance for Financial Advisors to follow and share with clients.

Financial Advisors frequently turn to the team for strategy guidance and for support with client questions or client meetings.

QUALIFICATIONS

QUALIFICATIONS
Bachelor's degree, preferably including quantitative coursework
Threeplus years of experience as an investment strategist or analyst
Buyside or sellside experience a plus
Series 7 and 66 preferred, with expectation to obtain within three months of start date
Strong attention to detail and analytical skills
Effective written and verbal communication skills
Entrepreneurial spirit and enthusiasm for a culture of ownership
Passion for gaining understanding of financial markets and their key drivers
Desire to thrive in a collaborative environment, leveraging strong interpersonal skills
Solid organizational skills and ability to work across multiple functions
Excellent problemsolving and analytical skills with strong business judgment
Ability to work under pressure
Intellectually curiosity
Demonstrated interest in multiasset strategy, including equities, fixed income, commodities, and FX
Experience in preparing investment research and strategy guidance fo