Retirement Investment Strategist

Retirement Investment Strategist

Job Number : 3257928

3257928

Posting Date

Sep 3, 2024

Primary Location

Americas-United States of America-New York-PurchaseEducation Level : Bachelor's Degree

Wealth ManagementEmployment Type : Full TimeJob Level : Executive Director

Description

Firm Overview

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

The firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic.

Morgan Stanley can provide a superior foundation for building a professional career a place for people to learn, to achieve and grow.

A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Responsibilities include :

• Lead strategic asset allocation process working across Portfolio Managers to design Institutional retirement investment solutions and manage client portfolios for OCIO’s defined benefit and defined contribution clients.
• Engage with internal advisors, consultants and clients on multi-asset portfolio strategies, liability driven investing solutions, risk budgeting and management, asset allocation, manager selection, portfolio construction and pension / investment education materials
• Coordinate with clients to secure relevant actuarial and demographic information to complete asset liability and related studies and integrate results into investment strategies and asset allocation.
• Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the DB / DC space
• Ensure the smooth-functioning of administrative and operational activities, including those involving outside custodians and trading, reporting, and client cash flows
• Contribute to new business efforts by attending and presenting to prospective clients; assisting in customization of RFP answers as well as other sales / marketing efforts
• Along with other subject matter experts; help create commercial institutional intellectual capital for advisors to use with clients and prospects to engage on topics related to the areas of expertise

Qualifications