Outsourced Chief Investment Officer ("OCIO") group 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) clients
- The portfolio manager will be responsible for functions such as; asset allocation and manager selection as well as risk management and monitoring
- Engage 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 flows
- Partner with internal advisors and consultants to win new clients and raise new assets
- Manage relationships with key internal partners including Branch Support, Middle Office, reporting and technology teams
- Along 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 expertise
- Work closely with internal business development team to create RFP Portfolio Proposals
Qualifications- 5+ years' experience servicing institutional portfolios, preferably for endowments and foundations
- Experience and knowledge in investment/ wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments
- Experience and knowledge in global capital markets, 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, PowerPoint, and Word
- Strong organizational and project management skills
- Must be very detail-oriented, with an ability to multi-task and handle multiple priorities
- Exemplary verbal and written communication skills
- Proactive & hard working with strong professional accountability
- FINRA Licensed: SIE, Series 7 and Series 66 required within 90 days
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.
