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E*TRADE from Morgan Stanley · 1 month ago

Executive Director, Investment Solutions Strategist & Equity Analyst – Specialty Solutions Group

Boston, Massachusetts, United States of America

Full-time

Hybrid

Senior Level, Lead/Staff

10+ years exp

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations, and they are seeking an Executive Director, Investment Solutions Strategist & Equity Analyst to join their Specialty Solutions Group. This role involves combining investment strategy responsibilities with equity research, requiring an experienced professional to contribute to investment analysis and engage with various stakeholders.

BankingFinanceFinancial Services

Responsibilities

Develop thought leadership content including white papers, presentations, and ad hoc analyses to support business development efforts of SSG

Serve as a subject matter expert on SSG’s offerings and consult with appropriate team members on product positioning and outreach efforts

Communicate portfolio positioning, performance drivers and investment rationale to internal and external stakeholders

Act as a spokesperson for the business, providing investment insights and training to financial advisors, wealth management consultants, and due diligence teams

Lead competitive market analysis, track investor trends, and support product launches

Prepare presentations and act as a conduit between investment and distribution teams

Build and maintain relationships with sales partners, research teams, investment consultants, and financial advisor community

Collaborate with marketing, legal, and product development teams to support business development and maintain accurate offering materials

Research, analyze, and provide investment recommendations on publicly traded companies across a variety of industries and market caps (focus on SMID)

Identify secular growth opportunities as well as risks across a broad investment universe

Pursue a long-term investment approach balancing investment and tax considerations

Utilize both qualitative and quantitative research to generate actionable investment insights

Establish and maintain effective relationships with other analysts to maximize knowledge across sectors

Qualification

CFAInvestment analysisEquity researchSmallMid-cap expertiseMaster’s in businessFinanceSecurities analysisValuation methodsCommunication skillsLeadership skillsInterpersonal skillsAttention to detailDecision-making skills