Alternative Investment Portfolio Specialist

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 17 Nov 17 2017-11-17

Alternative Investment Portfolio Specialist

· Strong contribution to building a series of alternative investment portfolio programs at Morgan Stanley Wealth Management Investment Resources
· Key role in quantitative analytic aspect of portfolio design and management
· Primary functions:
o Detailed analysis of multi-asset portfolios
o Analysis of individual alternative investment fund strategies, including hedge funds, liquid alternatives, private equity, private real estate, among others
o Organization, documentation and production of portfolio proposals, portfolio analyses, portfolio reviews
o Participate in formulating portfolio tactics and market commentary
o Interface with investment due diligence teams at Morgan Stanley Wealth Management and certain affiliate business entities
o Interface with Morgan Stanley financial advisors and consultants with respect to portfolio strategies and funds
o Interface with Morgan Stanley operations personnel and third-party service providers - for portfolio reporting and information management


Knowledge and Skills Required:
The candidate should have 3-7 years relevant work experience.

  • Understanding of the financial services industry and global capital markets, with an emphasis on wealth management
  • Knowledge of hedge fund and fund-of-hedge-fund strategies and managers preferred but not required
  • Detail oriented with an ability to multi-task and handle multiple priorities
  • Must be able to efficiently interface with internal personnel and external clients
  • Strong organizational and project management skills
  • Exemplary verbal and written communication skills
  • Strong analytical and quantitative skills
  • Ability to work independently and effectively on a team, with demonstrated leadership abilities
  • Proficiency in Microsoft Office including Word, Excel, PowerPoint and Access
  • Knowledge of applicable compliance rules and regulations, along with firm policies
  • 3-7 years of investment related experience in the Financial Services Industry
· FINRA Series 7, and 63 is a plus (candidate will be expected to obtain these licenses within 3 months of hire date and additional licensing may be required)