Morgan Stanley

Head of Endowments & Foundations - Outsourced Chief Investment Office (OCIO)

Morgan Stanley$200K — $250K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 15+ years of institutional investment experience, especially with endowments and foundations
  • Broad expertise across various asset classes and strong proficiency in asset allocation
  • Strong knowledge of global capital markets and performance attribution
  • Demonstrated leadership in managing investment teams and client portfolios
  • Proven ability to engage with boards and senior stakeholders
  • Experience in business development and competitive positioning
  • Excellent verbal and written communication skills

Responsibilities

  • Lead and manage a team of approximately 15 investment professionals
  • Establish strategic priorities and support business growth
  • Foster a high-performance culture focused on investment excellence
  • Ensure collaboration on alternative assets and portfolio construction
  • Oversee asset allocation and manager selection for consistency
  • Serve as a senior representative in client engagements
  • Drive the evolution and scalability of the endowment and foundations platform

Benefits

  • Supportive and empowering work environment
  • Collaborative team culture with a focus on diversity
  • Opportunities for career mobility within the organization
  • Comprehensive benefits and perks for employees and families
  • Commitment to giving back and community engagement
Full Job Description
Role Overview

Morgan Stanley is seeking an experienced investment leader to serve as Head of the Endowments & Foundations vertical within our Outsourced Chief Investment Office (OCIO). This individual will be a senior member of the OCIO leadership team, responsible for leading and growing a business dedicated to serving nonprofit institutions through discretionary and advisory investment solutions.

The role provides strategic leadership across investment management, client engagement, and business development. While primarily an oversight role, the successful candidate will bring the credibility and expertise to engage directly with clients and represent the firm in high-stakes situations. The position includes leadership of a team of approximately 15 investment professionals, with a mandate to scale the platform over time.

Key Responsibilities

Business & Team Leadership
  • Lead, manage, and continue to build a team of ~15 investment officers and professionals focused on the endowments and foundations client segment
  • Establish strategic priorities, drive execution, and support the continued growth of the business
  • Foster a high-performance culture centered on investment excellence, collaboration, and client service
  • Oversee talent development, recruitment, and succession planning as the platform expands
  • In capacity as head of client segment, serve as a risk manager for the client segment book and carry out all related functions


Investment Strategy & Oversight
  • Ensure and support team's collaboration with subject matter experts on alternative assets and portfolio construction in order to create scale and strong investment performance
  • Provide oversight of asset allocation, manager selection, and portfolio implementation to ensure consistency and quality
  • Ensure and support team's collaboration with subject matter experts on alternative assets and portfolio construction in order to create scale and strong investment performance Partner with centralized investment teams to incorporate firm-wide research, capital markets insights, and best practices
  • Ensure robust risk management across portfolios, aligned with client objectives and long-term capital preservation


Client Leadership & Commercial Impact
  • Serve as a senior representative of Morgan Stanley in client engagements, including finals presentations, investment committee meetings, and board interactions
  • Support business development efforts by contributing to new mandate origination and competitive positioning
  • Maintain the ability to step into key client relationships as needed, particularly in complex or high-visibility situations
  • Strengthen the firm's reputation and presence within the endowment and foundation community


Platform Development
  • Drive the continued evolution and scalability of the endowments and foundations vertical within OCIO
  • Collaborate across investment, distribution, and operational teams to enhance platform capabilities and client experience
  • Monitor industry trends and competitive dynamics to inform strategy and positioning


Qualifications
  • 15+ years of institutional investment experience, including significant experience advising endowments and foundations
  • Broad expertise across asset classes, including public and private markets, with strong proficiency in asset allocation, portfolio construction, and manager selection
  • Strong knowledge of global capital markets and portfolio management disciplines, including risk management and performance attribution
  • Experience across a range of investment vehicles and platforms, including managed accounts, mutual funds, ETFs, separate accounts, and alternative investments
  • Demonstrated leadership experience managing investment teams and overseeing complex client portfolios
  • Proven ability to engage effectively with investment committees, boards, and senior stakeholders
  • Track record of supporting business development efforts and participating in competitive client situations
  • Ability to operate effectively as a senior leader within a large, matrixed organization
  • Strong organizational and project management skills, with the ability to manage multiple priorities and deliver in a fast-paced environment
  • Excellent verbal and written communication skills, with strong attention to detail and professional accountability
  • Proficiency in Microsoft Office (Excel, PowerPoint, Word) and ability to learn to incorporate AI to increase productivity
  • Bachelor's degree required; advanced degree and/or professional designations (e.g., CFA, CAIA) preferred
  • FINRA Series 7 and 66 (or 63 and 65) required, or willingness to obtain within 180 days of hire (additional licensing may be required)


About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

Similar Jobs

More Jobs at Morgan Stanley

More Finance & Insurance Jobs

Find similar Head of Endowments & Foundations - Outsourced Chief Investment Office (OCIO) jobs: