Morgan Stanley
Vice President, OCIO UHNW Portfolio Manager, Global Investment Office
Morgan Stanley, New York, New York, us, 10261
Overview
Join to apply for the
Vice President, OCIO UHNW Portfolio Manager, Global Investment Office
role at
Morgan Stanley . 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 serves clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. Outsourced Chief Investment Officer (OCIO) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients such as Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, and more. Responsibilities
Build and manage client portfolios for OCIO’s UHNW and Single Family Office clients Include asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasks Educate clients on basic and leveraged gifting techniques employed in UHNW planning Understand downstream implications of UHNW planning and how it affects holistic asset allocation and cash flow needs for clients Engage with 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 outside custodians and trading, reporting, and client cash flows Partner with internal advisors/consultants and OCIO’s business development team to win new clients and raise new assets Collaborate with other subject matter experts to create commercial intellectual capital for use with clients and prospects on topics related to 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 A solid understanding and experience in tax, trust, and estate planning is highly desirable Experience in modeling UHNW planning, including advanced planning and tax management strategies Knowledge and experience in investment/wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments Familiarity with global capital markets, with technical expertise across asset classes preferred Firm understanding of portfolio management concepts, including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management, and performance attribution Proficiency in Microsoft Office, including Excel and PowerPoint 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 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) 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 — 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. Our teams are relentless collaborators and creative thinkers, fueled by diverse backgrounds and experiences. We support our employees and their families at every point along their work-life journey, offering attractive and comprehensive benefits. There’s also ample opportunity to move within the business for those who show passion and grit in their work. To learn more about our offices across the globe, please visit the Morgan Stanley global offices page. Compensation
Expected base pay rates for the role will be between $140,000 and $200,000 per year at commencement. Base pay is individualized and part of a total compensation package that may include commission earnings, incentive compensation, discretionary bonuses, other short- and long-term incentive programs, and other Morgan Stanley sponsored benefit programs. Equal Opportunity
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). The firm’s policy is to provide equal employment opportunities without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, 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. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of any protected characteristic.
#J-18808-Ljbffr
Join to apply for the
Vice President, OCIO UHNW Portfolio Manager, Global Investment Office
role at
Morgan Stanley . 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 serves clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. Outsourced Chief Investment Officer (OCIO) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients such as Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, and more. Responsibilities
Build and manage client portfolios for OCIO’s UHNW and Single Family Office clients Include asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasks Educate clients on basic and leveraged gifting techniques employed in UHNW planning Understand downstream implications of UHNW planning and how it affects holistic asset allocation and cash flow needs for clients Engage with 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 outside custodians and trading, reporting, and client cash flows Partner with internal advisors/consultants and OCIO’s business development team to win new clients and raise new assets Collaborate with other subject matter experts to create commercial intellectual capital for use with clients and prospects on topics related to 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 A solid understanding and experience in tax, trust, and estate planning is highly desirable Experience in modeling UHNW planning, including advanced planning and tax management strategies Knowledge and experience in investment/wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments Familiarity with global capital markets, with technical expertise across asset classes preferred Firm understanding of portfolio management concepts, including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management, and performance attribution Proficiency in Microsoft Office, including Excel and PowerPoint 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 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) 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 — 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. Our teams are relentless collaborators and creative thinkers, fueled by diverse backgrounds and experiences. We support our employees and their families at every point along their work-life journey, offering attractive and comprehensive benefits. There’s also ample opportunity to move within the business for those who show passion and grit in their work. To learn more about our offices across the globe, please visit the Morgan Stanley global offices page. Compensation
Expected base pay rates for the role will be between $140,000 and $200,000 per year at commencement. Base pay is individualized and part of a total compensation package that may include commission earnings, incentive compensation, discretionary bonuses, other short- and long-term incentive programs, and other Morgan Stanley sponsored benefit programs. Equal Opportunity
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). The firm’s policy is to provide equal employment opportunities without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, 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. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of any protected characteristic.
#J-18808-Ljbffr