Executive Director - Investment Strategist, Alternatives, Global Investment Office

Overview

Executive Director - Investment Strategist, Alternatives, Global Investment Office. Morgan Stanley seeks a lead partner with sound judgment, collaboration, and ownership to contribute to investment strategy guidance, primarily through leading the upcoming Alternatives Insights and supporting 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 investment strategies, and familiarity with derivatives, commodities, and currencies, are highly welcome.

• 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 manage client relationships and close business with prospects.
• Manage field initiatives including road shows, conference calls, and summits.

The Portfolio Construction and Cross-Asset Strategy (PC|XS) team within Morgan Stanley’s Global Investment Office (GIO) develops and applies 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 the investment process, including strategic, tactical and dynamic asset allocation; active-passive decisions;

manager selection; portfolio construction and risk management. The team oversees a suite of ETF allocation portfolios and blended ETF-mutual fund portfolios and assists Advisors with discretionary portfolio construction and scalable customization. The team has launched a framework and tool to address taxable clients’ concentrated equity positions and supports cross-asset strategy publications such as the GIC Weekly, Topics in Portfolio Construction, Global Insights, Fixed Income Insights, Daily Positioning, and the Chart Book.

• Demonstrated experience in multi-asset and alternative investments strategy, including knowledge of sub-strategies within hedged strategies and private investments.
• Strong attention to detail and analytical skills; effective written and verbal communication.
• Entrepreneurial spirit and ownership mindset; collaborative style with strong interpersonal skills.
• Solid organizational skills with ability to work across multiple functions; excellent problem-solving and 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, Fact Set, Morningstar).
• Intermediate Excel modeling and PowerPoint skills; may include quantitative programming languages (Matlab, SAS, SQL, Dataiku, Python).

• Bachelor’s degree, preferably with quantitative coursework.
• Eight-plus years as an investment strategist or portfolio manager.
• Grounding in 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.

We are committed to maintaining first-class service and a 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 our decisions every day. Morgan Stanley offers attractive and comprehensive employee benefits and opportunities to grow within the firm.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital status, pregnancy, veteran or military status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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