Alternative Investment Portfolio Specialist
Location:
New York , New York
Posted:
August 09, 2016
Reference:
3075772
• 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

Qualifications
  • 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.

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