Investment Strategist – WMIR Digital and Tools-Based Advice

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 16 Oct 18

Investment Strategist – WMIR Digital and Tools-Based Advice

Position Summary:

Wealth Management Investment Resources (WMIR) develops investment recommendations for clients of Morgan Stanley Wealth Management. The Investment Strategist will work alongside a team of investment professionals within WMIR that develop models and other quantitative research content used in the development of its tactical and strategic investment recommendations. He or she will collaborate on regular reports and white papers, as well interface regularly with advisors and clients in calls, meetings and conference-level presentations.


The responsibilities of the Senior Investment Strategist include: Develop and enhance models and other research content supporting the firm's asset allocation and security selection recommendations. Assist in the management and marketing of ETF and security level investment portfolios. Assist in the derivation of implementation guidance for thematic investing ideas. Evaluate investment products, including formulating an outlook on active and passive management across asset classes. Help to design and conduct research into both topical and time-honored investment controversies.

The Investment Strategist will work in a flat, collegial, and intellectually-oriented culture, with exposure to a broad range of investment expertise including senior investment professionals across Morgan Stanley. He or she will assist in regular publications and make presentations to clients and advisors, helping to build on the brand of the firm and the department.

Knowledge and Skills Required:

The candidate must be fluent in quantitative methods with a solid knowledge of financial markets and excellent communication and interpersonal skills. The candidate should have 5-10 years of experience in an investment-related field, including fundamental or quantitative investment research, portfolio management, or a similar field. A graduate degree in finance, economics or a quantitative field and/or a CFA is preferred.



  • 5-10 years investment related experience in a relevant financial or quantitative field
  • Strong analytical skill set. Highly proficient in quantitative methods and portfolio theory
  • Some programming experience is required; experience with SAS is a plus
  • Excellent interpersonal skills, as well as verbal and written communication skills, are required
  • Familiarity with financial securities analysis and fluency of the financial markets
  • Must be very detail-oriented, with an ability to multi-task and handle multiple priorities
  • Must have a strong work ethic, be intellectually curious, have strong personal integrity, and be comfortable working alongside like-minded professionals in a team environment