Global Investment Office, Portfolio Manager UHNW Team, Vice President

Outsourced Chief Investment Office (OCIO) Group

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.

Outsourced Chief Investment Office ("OCIO") group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management.

Responsibilities :

• Build and manage multi-asset class investment models for OCIO's UHNW clients, including all asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasks
• Work closely with Technology and cross-functional counterparts to provide clear specifications and requirements for model implementation and platform enhancements.
• Participate in the testing and validation of the investment models and platform features to ensure reliability and performance.
• Engage with Morgan Stanley Financial Advisors and clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space
• Ensure the smooth functioning of administrative and operational activities, including those involving trading and reporting
• Partner with internal advisors / consultants and OCIO's business development team to win new clients and raise new assets
• In collaboration with other subject matter experts, create commercial intellectual capital for use with clients and prospects to engage on topics related to the areas of expertise

Knowledge and Skills :

Qualifications :

Expected base pay rates for the role will be between $140,000 and $200,000 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).