OCIO Portfolio Manager - Purchase, United States - Morgan Stanley

Description

Job Description

Job Number:

Job Number
:

3250368
Posting Date

Posting Date

:

May 3, 2024
Primary Location

Primary Location

:

Americas-United States of America-New York-Purchase
Education Level

:

Bachelor's Degree
Job

Job

:

Wealth Management
Employment Type

:

Full Time
Job Level

:

Vice President
Description
Responsibilities

Serve as Portfolio Manager to build and manage client portfolios for OCIO's clients

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
Qualifications

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 (or 63 and 65) licenses required or willingness to obtain within 120 days of hire

Expected 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).

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