Purchase, New York, USA
60 days ago
OCIO Endowments & Foundations Portfolio Manager, Executive Director, Global Investment Office

Morgan Stanley’s Outsourced Chief Investment Office (OCIO), part of the WM Global Investment Office, provides portfolio management to clients of Morgan Stanley Wealth Management.

OCIO partners with Morgan Stanley Advisors and Consultants, across all client channels, to offer portfolio management services to both institutional and individual clientele (e.g. Foundations, Endowments, Retirement Plans, UHNW Individuals, and Family Offices).

OCIO is looking for a portfolio manager to join the Endowments & Foundations client segment team. This individual should have some experience in servicing the investment portfolios of institutional clients, preferably endowments and foundations.

Responsibilities

Serve as Portfolio Manager to build and manage client portfolios for OCIO’s Endowment & Foundation (E&F) clientsThe portfolio manager will be responsible for functions such as; asset allocation and manager selection as well as risk management and monitoringEngage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, etc.Ensure the smooth functioning of administrative and operational activities, including those involving outside custodians and trading, reporting, and client cash flowsPartner with internal advisors and consultants to win new clients and raise new assetsManage relationships with key internal partners including Branch Support, Middle Office, reporting and technology teamsAlong with other subject matter experts, create institutional content such as white papers for advisors to use with clients and prospects to engage on topics related to the areas of expertiseWork closely with internal business development team to create RFP Portfolio Proposals

Qualifications

10+ years’ experience servicing institutional portfolios, preferably for endowments and foundationsExperience and knowledge in investment/ wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investmentsExperience and knowledge in global capital markets, technical expertise across asset classes preferredFirm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attributionProficiency in Microsoft Office including Excel, PowerPoint, and WordStrong organizational and project management skillsMust be very detail-oriented, with an ability to multi-task and handle multiple prioritiesExemplary verbal and written communication skillsProactive & hard working with strong professional accountabilityFINRA Licensed: SIE, Series 7 and Series 66 required within 90 daysRole is primarily in person in Purchase; some days in NYC 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 - 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.

Expected base pay rates for the role will be between 160,000 and 270,000 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).

Por favor confirme su dirección de correo electrónico: Send Email