Retirement Investment Strategist

Firm Overview 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. Responsibilities include: • Lead strategic asset allocation process working across Portfolio Managers to design Institutional retirement investment solutions and manage client portfolios for OCIO's defined benefit and defined contribution clients. • Engage with internal advisors, consultants and clients on multi-asset portfolio strategies, liability driven investing solutions, risk budgeting and management, asset allocation, manager selection, portfolio construction and pension/investment education materials • Coordinate with clients to secure relevant actuarial and demographic information to complete asset liability and related studies and integrate results into investment strategies and asset allocation. • Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the DB/DC space • Ensure the smooth-functioning of administrative and operational activities, including those involving outside custodians and trading, reporting, and client cash flows • Contribute to new business efforts by attending and presenting to prospective clients; assisting in customization of RFP answers as well as other sales/marketing efforts • Along with other subject matter experts; help create commercial institutional intellectual capital for advisors to use with clients and prospects to engage on topics related to the areas of expertise Knowledge and Skills Required: • Experience and knowledge in global capital markets, technical expertise across asset classes preferred • Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution • High degree of computer proficiency is required, specifically the use of Excel and the ability to manage investment models and databases. Experience with Morningstar, Bloomberg, PFaroe DB, @Risk, R programming or Aladdin is a plus • Must be detail oriented and able to work independently in a fast-paced, deadline oriented, multi-task environment • Strong organizational and project management skills • Excellent communication and presentation skills • Proactive & hard working with strong professional accountability • FINRA Series 7 and 66 (or 63/65) licenses required or willingness to obtain within 180 days of hire Expected base pay rates for the role will be between $150,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. 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 and civil partnership/union status, pregnancy, veteran or military service 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). Job: *Wealth Management Title: Retirement Investment Strategist Location: New York-Purchase Requisition ID:

Created: 2024-11-05