Executive Director, Investment Solutions Strategist & Equity Analyst – Spec at Morgan Stanley

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Mar, 26

Salary

0.0

Posted On

10 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Strategy, Equity Research, Communication, Leadership, Analytical Skills, Client Engagement, Market Analysis, Relationship Building, Investment Recommendations, Quantitative Research, Qualitative Research, Tax Considerations, Team Collaboration, Presentation Skills, Attention to Detail, Ethics

Industry

Financial Services

Description

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 $1.7 trillion in assets under management as of June 30, 2025. 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. For further information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im. The Specialty Solutions Group (SSG) is seeking an experienced professional to join the team, in a unique hybrid capacity, combining the responsibilities of an investment strategist with complementary equity research responsibilities. With over $75b in AUM and experiencing strong business growth, the SSG Team is seeking an investment professional who can contribute to investment analysis of equities across a range of market caps and industries, as well as engaging with internal and external partners, consultants and high net worth prospects. This role is ideal for a candidate who thrives in both analytical and strategic environments and is passionate about investing. What you'll do in the role: Develop thought leadership content including white papers, presentations, and ad hoc analyses to support business development efforts of SSG. Serve as a subject matter expert on SSG’s offerings and consult with appropriate team members on product positioning and outreach efforts. Communicate portfolio positioning, performance and investment rationale to internal and external stakeholders. Act as a spokesperson for the business, providing investment insights and training to financial advisors, wealth management consultants, and due diligence teams. Lead competitive market analysis, track investor trends, and support product launches. Act as a conduit between investment and distribution teams Build and maintain relationships with sales partners, research teams, and financial advisor community. Collaborate with marketing, legal, and product development teams to support business development and maintain accurate offering materials. Research, analyze, and provide investment recommendations on publicly traded companies across a variety of industries and market caps (focus on SMID). Identify secular growth opportunities as well as risks across a broad investment universe. Pursue a long-term investment approach balancing investment and tax considerations. Utilize both qualitative and quantitative research to generate actionable investment insights. Establish and maintain effective relationships with other analysts to maximize knowledge across sectors. What you'll bring to the role: Minimum 10–15 years of relevant investment experience, with expertise in health care, financials and industrials sectors and small and mid-cap securities preferred CFA or Master’s degree in business or finance required Proven ability to articulate investment strategy and insights to clients, analysts, and internal stakeholders Proven track record of generating alpha over an extended investment horizon Superior understanding of securities analysis, valuation methods, and investment research techniques Excellent communication, presentation, and interpersonal skills Strong leadership and decision-making skills Advanced computer proficiency and strong attention to detail Willingness and ability to travel Who you are: Operates with a strong sense of ethics and integrity in your interactions with others and decision making. Takes accountability and ownership in your work with a focus on long-term value creation. Track record of fostering a culture of honesty, transparency and accountability within teams. Proven ability to collaborate across teams to deliver optimal solutions for clients. A passion for innovation, with a continuous improvement mindset to drive excellence. Respect for individual differences, with an openness to diverse perspectives. Engagement in community service, volunteering or corporate citizenship initiatives. Commitment to mentoring and supporting professional growth of others. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. 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).

Responsibilities

The Executive Director will develop thought leadership content and serve as a subject matter expert on SSG’s offerings. They will communicate portfolio positioning and performance to stakeholders and lead competitive market analysis.