Director of Investments
Morgan Stanley · mumbai, India
investment managementasset allocationfinancial analysisclient serviceperformance metricsequitiesbondsmutual fundsteam collaborationexperienced
Job Description
The Director of Investments provides exceptional service to clients and supports Financial Advisors in achieving investment goals. This role involves overseeing investment policies, asset allocation models, and performance metrics while collaborating with investment managers. Strong analytical and communication skills are essential for discussing strategies with the advisory team.
Qualifications
10+ years of work experience in a relevant field; advanced degree or professional certification required; active Series 7 and Series 66 or Series 63 and Series 65 required.
Skills Required
- investment management
- asset allocation
- financial analysis
- client service
- performance metrics
- equities
- bonds
- mutual funds
- team collaboration
Location
City: mumbai · Country: India