- The Portfolio Manager will be responsible for client portfolios' 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
- 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
- 5-10 years' experience servicing corporations, and other institutional accounts in a wealth management or investment 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, and Word
- Strong organizational and project management skills
- Must be very detail-oriented, with an ability to multi-task and handle multiple priorities
- Proficiency in Bloomberg Terminal and Morningstar preferred
- 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 is required after hiring (additional licensing may be required)
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OCIO Portfolio Manager - Purchase, United States - Morgan Stanley
Description
*Responsibilities***• Serve as Portfolio Manager to build and manage client portfolios for OCIO's clientsExpected base pay rates for the role will be between $100,000 and $180,000 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).Job: **Wealth Management*
Title: *OCIO Portfolio Manager
Location: *New York-Purchase*
Requisition ID: *3250368*
