Global Investment Office, Portfolio Manager UHNW Team, Vice President

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:

• 6-8 years of investment-related experience serving individuals and families in a wealth management or investment consulting capacity.
• Knowledge and experience in investment/wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments.
• Firm understanding of portfolio management concepts, including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management, and performance attribution.
• Experience in developing multi-asset class investment models and working with software development teams to integrate models into technology platforms.
• Familiarity with global capital markets, with technical expertise across asset classes preferred.
• Strong teamwork and collaboration skills to work effectively with cross-functional teams.
• Strong organizational and project management skills.
• Detail -oriented, with the ability to multitask and handle multiple priorities.
• Exemplary verbal and written communication skills.
• Proactive and hardworking, with strong professional accountability.
• Proficiency in Microsoft Office, including Excel and PowerPoint.

Qualifications:

• Undergraduate degree is required
• Graduate degree, CFA, CAIA and other professional designations are preferred
• FINRA Series 7 and 66 is required after hiring (additional licensing may be required)
• Experience in programming for model development and integration into technology platforms is preferred

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

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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).