Director of Investments (Purchase)
$68,000 and $120,000 per year
Apply now (opens in a new tab)Director of Investments (Purchase)
L7
$68,000 and $120,000 per year
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities- Reviews and oversees investment functions including the oversight of policies, procedures, reporting and performance metrics via firm approved resources and systems
- Partners with FA/PWA/team on the selection and oversight of investment managers, the development of asset allocation models and executes the implementation of the investment strategy
- Establishes relationships within the investment community to ensure access to best-in-class research and managers
- Evaluates investment managers on behalf of FA/PWA/team, if necessary, to re-balance assets and terminate and hire managers to ensure managers and investment mandates align with the investment policy
- Reviews and sharing insights regarding the appropriate benchmarks for the current asset allocation to the FA/PWA/team
- At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
- Serve as a coordinator for business matters related to the team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolved
- At the direction of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience
- 10+ years of work experience in a field relevant to the position required
- Advanced degree or professional certification or prior industry experience required
- Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
- Additional product licenses may be required Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley Director of Investments
- Strong leadership skills
- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Technically proficient and quick learner of new and updated platforms
- Detail oriented with superior organizational skills and ability to prioritize
- Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
- Adaptable and ability to multi-task
- Goal oriented, self-motivated and results driven
- Market Business Service Officer and/or Business Service Officer Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 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). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.
Level
ManagerL7
Salary
$68,000 and $120,000 per year
Location
Purchase, NY
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
today
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