PWM Director of Investments

organizational, analytical and communication skills to effectively discuss investment strategies with the
FA/PWA/team.
DUTIES and RESPONSIBILITIES:
• Reviews and oversees investment functions including the oversight of policies, procedures,
reporting and performance metrics via firm approved resources and systems
• Partners with FA/PWA/team on the selection and oversight of investment managers, the
development of asset allocation models and executes the implementation of the investment
strategy
• Establishes relationships within the investment community to ensure access to best-in-class
research and managers
• Evaluates investment managers on behalf of FA/PWA/team, if necessary, to re-balance assets and
terminate and hire managers to ensure managers and investment mandates align with the
investment policy
• Reviews and sharing insights regarding the appropriate benchmarks for the current asset allocation
to the FA/PWA/team
• At the request of FA/PWA/team, participating in existing client and/or prospective client meetings,
representing the service lens
• Serve as a coordinator for business matters related to the team, ensuring that they are directed to
the appropriate contact, addressed properly, efficiently and judiciously, and track progress until
resolved
• At the direction of the client and/or FA/PWA/team, preparing and reviewing various client reports
or financial plans from firm-approved systems for existing or prospective clients
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
• 10+ years of work experience in a field relevant to the position required
• Advanced degree or professional certification or prior industry experience required
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Additional product licenses may be required
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
Version: 7/10/2024
Morgan Stanley
Director of Investments
Job Description
Knowledge/Skills
• Strong leadership skills
• Knowledge of financial services products, including but not limited to equities, bonds, options,
mutual funds, annuities, insurance, and managed accounts
• Technically proficient and quick learner of new and updated platforms
• Detail oriented with superior organizational skills and ability to prioritize
• Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet
applications
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven
Reports to:
• Market Business Service Officer and/or Business Service Officer

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).

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.

Expected base pay rates for the role will be between $50,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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).