Morgan Stanley

MSFO Investment Officer - Private Markets; Global Investment Office, Vice President

Morgan Stanley$115K — $205K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-10 years of investment experience in wealth management or investment consulting
  • Strong knowledge of alternative investments, particularly private equity co-investments
  • Familiarity with various investment vehicles including ETFs and managed accounts
  • Expertise in global capital markets and asset classes
  • Deep understanding of portfolio management principles like asset allocation and risk management
  • Experience with ultra-high-net-worth (UHNW) planning techniques preferred
  • Proficiency with Microsoft Office, especially Excel and PowerPoint

Responsibilities

  • Build and manage client portfolios for Single Family Office clients
  • Oversee asset allocation, manager selection, and risk management for portfolios
  • Source and analyze private market co-investment deals and alternative investments
  • Engage in client discovery and draft investment policy statements
  • Coordinate administrative functions including custodians and client cash flows
  • Collaborate with advisors and consultants to attract new clients and assets
  • Prepare reports for client investment committees and provide market updates

Benefits

  • Professional development opportunities
  • Access to a wide range of investment products and services
  • Networking opportunities within a global firm
  • Supportive work culture with a commitment to diversity and inclusion
  • Potential for performance-based incentives and bonuses
Full Job Description
Responsibilities

  • Serve as Investment Officer to build and manage client portfolios for Single Family Office clients
  • The Investment Officer will be responsible for client portfolios' asset allocation and manager selection as well as risk management and monitoring
  • The Investment Officer will have responsibilities sourcing, analyzing and advising on private markets co-investment deals and other alternative investments
  • Engage with clients to perform client discovery, draft investment policy statements, and provide quarterly reporting
  • 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
  • Work with internal research teams to provide clients with periodic market and portfolio updates
  • Prepare portfolio allocation and performance reports for client investment committee presentations


Knowledge and skills

  • 5-10 years of investment-related experience servicing individuals and families in a wealth management or investment consulting capacity
  • Experience in alternative investments, specifically private equity co-investments
  • 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
  • Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution
  • Experience with alternative investment asset classes and concentrated equity positions preferred
  • Understanding of UHNW planning techniques and strategies preferred
  • Proficiency in Microsoft Office including Excel and PowerPoint
  • 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


Qualifications

  • Undergraduate degree is required
  • Graduate degree, CFA, CAIA and other professional designations are preferred
  • FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 120 days of hire (additional licensing may be required)


Expected base pay rates for the role will be between 115,000 and 205,000 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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

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