Executive Director - Investment Strategist, Alternatives, Global Investment Office

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.

Department Overview

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 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

Job Description

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.

The team has responsibility for introducing, updating, and strengthening multiple proprietary frameworks, whose conclusions guide the Global Investment Committee, 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 Advisors with their discretionary portfolio construction, seeking to recommend high-quality portfolio lineups and deliver scalable customization.

Recently, the team has launched a framework and tool to address taxable clients' concentrated equity positions.

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 Chart Book. These publications seek to analyze and simplify investment ideas and market movements and portfolio strategy guidance for Financial Advisors and clients. Advisors frequently turn to the team for strategy guidance and for support with client questions or client meetings.

The team's lead seeks a partner with sound judgment, a passion for collaboration and excellence, and a spirit of innovation and ownership, with the goal of deepening and strengthening our investment strategy and delivery. This role will provide broad opportunities to contribute to Morgan Stanley's investment strategy guidance, principally through serving as a lead author on the soon-to-be-launched "Alternatives Insights" and secondarily contributing to the team's portfolio construction consulting and quantitative frameworks.

The candidate will have responsibility for articulating the Firm's global macro and portfolio positioning views, focusing on the implications for alternative investments. The candidate will contribute heavily to the team's research initiatives, including developing new frameworks and strengthening and maintaining existing ones. Portfolio management experience, particularly in multi-asset or alternative investment strategies, and experience with derivatives, commodities, and currencies would be highly welcome.

Position Requirements

* Demonstrated experience in multi-asset and alternative investments strategy, including specific knowledge of sub-strategies within hedged strategies and private investments

* 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, leveraging strong interpersonal skills

* Solid organizational skills and ability to work across multiple…