Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Seeking a senior member of our Portfolio Strategy Consulting team to represent the suite of Morgan Stanley Investment Management/Eaton Vance solutions at select US intermediary firms.The PSC team is tasked with engaging relevant investment, allocator, and research contacts to enhance the profile of all MSIM and all affiliate investment solutions.The team is open to this person sitting in New York or Boston.
As a senior member of the Portfolio Strategy Consulting Team, the individual will support a growing sales organization in building a distribution footprint in the Intermediary Channel. The Portfolio Strategy Consultant will partner with National Accounts, Sales, Product and Marketing to drive research analyst recommendations, model placement, and assist in overall visibility of MSIM/EV strategies at focus broker dealers; in order to drive sales/AUM growth. The position will be focused on building strategic relationships with key research/model allocator personnel to ensure proper representation of investment strategies. This position will also require business planning ownership in support of the department's sales efforts.
Relationship Management & Leadership- Work in coordination with National Account Managers to identify and execute on product opportunities and coordinate distribution efforts at partner firms. Developing meaningful and professional relationships with influential research team decision makers for recommended list and model mandates.
Research Focus -Building thorough knowledge on focus strategies in order to promote strategies to investment research gatekeepers. Ability to diagnose trends and align focus strategies with Research/Asset Allocation initiatives at the home office/gatekeepers. Conduct peer relative competitive analysis.
Client Service and Communications-The Consultant uses technical, analytical, and communication skills to support gatekeepers of designated firms in the execution and production of all client deliverables. Serve as primary research liaison between designated firm contacts and MSIM/EV, executing a proactive service and sales model. Understand and effectively communicate all investment management and distribution capabilities to appropriately position firm offerings, drive sales and enhance overall client experience in working with MSIM/EV. Provide quarterly marketing materials that are shared with gatekeepers (investment commentary, presentation deck, etc.). Maintain a calendar of annual/semi-annual meetings with gatekeepers to keep MSIM/EV investment ideas in front of clients/prospects. Provide consistent access to MSIM/EV investment teams to gatekeepers and home office.
Knowledge -Expected to be knowledgeable about and conversant in the capital markets, portfolio construction, client affinity issues and MSIM offering, people and resources. Understand and maintain a working knowledge of firm platforms and due diligence process. Understand and maintain working knowledge of B/D investment themes and areas of focus that align with MSIM/EV offerings.
Leverage –Orchestrate and work in coordination to bring the full breadth of MSIM/EV resources to clients including appropriately managing the investment professional involvement in client meetings. PSC team members will be responsible for leading investment-oriented business discussions with product, research and capital allocators across traditional and alternative products.
- Bachelor's degree or equivalent experience.
- NASD Series 7, 65, 63 licenses required.
- CFA and/or graduate degree preferred.
-Minimum of 5 years' experience in the investment management industry, previous client relationships preferred.
- Established relationships with decision makers at national broker/dealer and distribution platform.
- Successful track record of representation of investment strategies to broad spectrum of retail and due diligence constituencies.
- In-depth investment knowledge, including capital markets, asset allocation, portfolio construction and portfolio implementation concepts.
- Candidates will possess 1:1 consulting skills, presentation, and facilitation skills.
- Excellent analytical, organizational, communication and interpersonal skills.
- High degree of professionalism, organizational and time management skills, with the ability to work well under pressure while managing multiple responsibilities.
- Experience prioritizing partner firm initiatives and focus. Demonstrated success in taking initiative and delivering immediate and independent action to solve business problems.
- Ability to travel is required.
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).
Expected base pay rates for the role will be between $110,000 and $225,000 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.