Alternative Investment Portfolio Specialist
New York , New York
August 09, 2016
• Strong contribution to building a series of alternative investment portfolio programs at Morgan Stanley Wealth Management Investment Resources
• Key role in quantitative analytic aspect of portfolio design and management
• Primary functions:
- Detailed analysis of multi-asset portfolios
- Analysis of individual alternative investment fund strategies, including hedge funds, liquid alternatives, private equity, private real estate, among others
- Organization, documentation and production of portfolio proposals, portfolio analyses, portfolio reviews
- Participate in formulating portfolio tactics and market commentary
- Interface with investment due diligence teams at Morgan Stanley Wealth Management and certain affiliate business entities
- Interface with Morgan Stanley financial advisors and consultants with respect to portfolio strategies and funds
- Interface with Morgan Stanley operations personnel and third-party service providers - for portfolio reporting and information management
• Role would reside in a number of portfolio management enterprises at Morgan Stanley Wealth Management Investment Resources - reporting to the manager of the respective alternative investment portfolio programs

  • At least 5 years of industry experience, with a significant portion focused on alternative investments and portfolio management
  • Strong knowledge of hedge fund and fund-of-hedge-fund strategies and managers
  • Familiarity with PerTrac
  • Capabilities in quantitative analytic software: MATLAB is essential, R and SQL Server would be useful
  • Familiarity with following analytic tools would be useful: BARRA, Novus Alpha
  • Expertise in Excel and VBA Programming ; high-order PowerPoint capabilities
  • Strong verbal and written communication skills
  • CAIA or CFA credentials preferred

A little about us:
Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services.

Know someone who would be interested in this job? Share it with your network.