Outsourced Chief Investment Officer (7OCIO8) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management.
Responsibilities
- Serve asPortfolio Managerto build and manage client portfolios for OCIOsPensionclients
- ThePortfolio Managerwill be responsible for client portfoliosasset allocation and manager selectionas well asrisk management and monitoring
- Develop liability-driven investing and total-return strategies
- Coordinate with clients to secure relevant actuarial information to complete asset-liability and related studies and integrate results into investment strategies and asset allocation
- 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 withFinancial Advisorsand consultants to win new clients and raise new assets
- Along with other subject matter experts, create institutionalcontent such as white papersfor advisors to use with clients and prospects to engage on topics related to the areas of expertise
Qualifications
- 5+years experience servicingpensions,corporationsand other institutional accounts in awealth management orinvestment consulting capacity
- 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
- Proficiency in Microsoft Office including Excel, PowerPoint, andWord
- 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
- 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 180 days of hire (additional licensing may be required)
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients 6 helping them reach their goals. We do it in a way thats differentiated 6 and weve 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 - arent just beliefs, they guide the decisions we make every day to do whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-officesinto your browser.
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, discretionarybonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
