<p>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 twenty-four countries, and a total of $1.7 trillion in assets under management as of December 31, 2024. 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.</p> <p>North American Institutional Sales Team - Insurance Solutions</p> <p>The North American Institutional Sales Team is responsible for driving growth across the MSIM platform, via the institutional asset owner channel, through the development of new relationships, the enhancement of existing relationships, and the application of a holistic and partnership-oriented approach to provide a best-in- client experience.</p> <p>The Insurance Solutions team sits within the North American Institutional Sales team and is responsible for driving strategy for insurance client relationships through a thoughtful analysis of the insurer's balance sheet, operating results, and other company-specific considerations to determine which current or future MSIM strategies may align well with the insurer's objectives and risk preferences. Of critical importance will be an understanding of asset treatment across various capital and regulatory regimes, ratings methodologies, modern portfolio theory and a broad sense of what renders certain asset classes attractive for varied insurance companies.</p> <p>Highlights & Key Responsibilities</p> <p>The Insurance Solutions team is seeking an insurance-focused asset management professional that has experience in developing investment solutions for insurers. The successful candidate will work closely with the Executive Director on the team on the varied technical work necessary to drive insurance asset management sales. The candidate must possess a deep understanding of the typical investor profile for the major lines of insurance business as well as the nuances associated with varying ownership structures such as mutuals, privately-held companies, publicly-held companies, etc., and how those structures are impacted by insurance regulatory and accounting considerations.</p> <p>The candidate should also demonstrate very strong quantitative modeling skills with the ability to deeply analyze insurance company balance sheets, develop and interpret peer analyses, and perform strategic asset allocations and other types of risk modeling initiatives.</p> <p>The candidate must be a highly collaborative team-player that can liaise appropriately with various investment teams and other senior leaders across MSIM to support insurance client needs.</p> <p>The candidate may also support other insurance-focused initiatives such as thought capital and exploring strategic partnerships with insurers.</p> <p>Qualifications</p> <ul> <li>5+ years of insurance-focused asset management experience </li><li>Experience helping develop strategic asset allocation (SAA) and tactical asset allocation (TAA) frameworks; of equal importance is the ability to present these frameworks to internal stakeholders and end-clients </li><li>Ability to run and assess peer analyses </li><li>Understanding of any-or-all of the following: BMA (Bermuda Monetary Authority), US Statutory, Solvency II, MAS (Monetary Authority of Singapore) and other evolving global insurance regulatory regimes </li><li>Familiarity with the S&P Capital Adequacy Model and AM Best BCAR </li><li>Strong understanding of public and private investments, strategies, and markets </li><li>Ability to work well under pressure including a proven ability to multi-task and prioritize </li><li>A problem-solver who demonstrates effective organization skills and follow-through </li><li>Results-oriented with a bias for action, and who embraces accountability </li><li>FINRA Series 3, 7, and 63 required or expected to be obtained shortly after commencing employment </li><li>MBA, CFA or FSA a plus </li><li>VBA/SQL/Python a plus; excel expertise essential </li><li>Bloomberg Terminal expertise, including API functionality </li><li>Familiarity with BRS Aladdin </li><li>Ability to navigate Statutory reporting schedules (Schedule D, Schedule BA, Schedule DB) and BMA reporting schedules </li><li>Use of S&P CapIQ Pro (FKA SNL Financial) </li><li>Ability to travel </li></ul> <p>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:</p> <p>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.</p> <p>To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.</p> <p>Expected base pay rates for the role will be between $150,000 and $225,000 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.</p> <p>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.</p> <p>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.</p> <p>Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</p>