- 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
- 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
-
Portfolio Manager
1 week ago
East West Bank New York, United StatesIntroduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and communi ...
-
Portfolio Manager
1 week ago
Piermont Bank New York, United States**About Us**: · **The Role**: · The Portfolio Manager is responsible for monitoring and assessing the credit risk of the banks commercial loan portfolio. This individual will focus on detailed financial statement analysis, industry assessment, collateral valuation, and cash flow ...
-
Portfolio Manager
1 week ago
FirstService Residential Forest Hill, United States**Job Overview**: · As a Portfolio Manager, you will provide strong leadership and management direction on behalf of Board of Directors and FirstService Residential. This position will oversee the entire operation and consistently adhere to and execute the mission and vision of t ...
-
Portfolio Optimization Manager
1 week ago
Amex New York, United States**You Lead the Way. We've Got Your Back.** · With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, ...
-
Deputy Portfolio Manager
6 days ago
NYC Careers New York, United States**DEPUTY PORTFOLIO MANAGER**: · - Apply**DEPUTY PORTFOLIO MANAGER**: · - Agency: DEPT OF ENVIRONMENT PROTECTION · - Posted on: 05/11/2024- Job type: Full-time · Location · OUTSIDE NYC · - Title Classification: Exam may be required · Department · UPSTATE CAPITAL CONSTR. - IFA · - ...
-
Md Portfolio Manager
24 minutes ago
Webster Bank New York, United StatesIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial ban ...
-
Uma Portfolio Manager
1 week ago
Morgan Stanley New York, United StatesUMA Portfolio Manager · Job Number: · 3251900 · POSTING DATE: May 7, 2024 · PRIMARY LOCATION: Americas-United States of America-New York-New York · EDUCATION LEVEL: Bachelor's Degree · JOB: Wealth Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Assistant Vice President · DES ...
-
Deposit Portfolio Manager
1 week ago
IDB New York, United States**Company Description** · For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most t ...
-
Grant Portfolio Manager
1 week ago
Weill Cornell Medicine New York, United States**Title**:Grant Portfolio Manager**: · Title: Grant Portfolio Manager · Location: Midtown · Org Unit: RBM Administration · Work Days: Monday-Friday · Exemption Status: Exempt · Salary Range: $97, $114,700.00 · - As required under NYC Human Rights Law Int Salary range for this rol ...
-
OCIO Portfolio Manager
2 weeks ago
Morgan Stanley Purchase, United States*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 cl ...
-
OCIO Portfolio Manager
1 week ago
Morgan Stanley Purchase, United StatesJob 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 Ma ...
-
Senior Portfolio Manager
1 week ago
Thinkbyte Consulting Inc White Plains, United StatesExecutive Director IT Senior Portfolio/Program Manager · Candidate: · Locations: Hybrid - At least 2 day a week onsite in White Plains, NY(based in WP, hybrid 2 or 2/3 days in office as required) · years of IT Program/Portfolio/Change Management experience preferably in finan ...
-
Senior Portfolio Manager
2 days ago
Thinkbyte Consulting Inc White Plains, United StatesExecutive Director – IT Senior Portfolio/Program Manager · The following information aims to provide potential candidates with a better understanding of the requirements for this role. · Candidate: · Locations: Hybrid - At least 2 day a week onsite in White Plains, NY(based i ...
-
Portfolio Management Sector Analyst
2 days ago
Barclays New York, United States**Portfolio Management Sector Analyst** · **New York** · As a Barclays Portfolio Manager Sector Analyst, you will join the Portfolio Management Team within the Corporate and Investment Bank Lending business. This team manages the bank's corporate loan exposures across all asset c ...
-
Corporate Banking Portfolio Management
4 days ago
Sumitomo Mitsui Banking Corporation New York, United StatesSMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 ...
-
Private Credit Portfolio Manager
1 week ago
Atlas Search White Plains, United StatesThis range is provided by Atlas Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. · Base pay range · $250,000.00/yr - $300,000.00/yr · Direct message the job poster from Atlas Search · We are looking for a Senior Vice P ...
-
Private Credit Portfolio Manager
1 week ago
Atlas Search White Plains, United StatesThis range is provided by Atlas Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. · Base pay range · $250,000.00/yr - $300,000.00/yr · Direct message the job poster from Atlas Search · We are looking for a Senior Vice P ...
-
The Carlyle Group New York, United States**Basic information**: · - Job Name: · - Associate, Private Credit Portfolio Management- Location: · - New York/OVA- Line of Business: · - Global Credit- Job Function: · - Investment Professionals- Date: · - Friday, May 10, 2024**Position Summary**: · - Carlyle Private Credit see ...
-
Int'l Tech Commercial Portfolio Manager
4 days ago
Valley National Bank New York, United StatesResponsibilities include but are not limited to: · - Maintain and service assigned portfolios and coordinate the cross sell of other bank products. · - Maintain close customer contact to ensure continued satisfaction and to follow or anticipate additional financing needs. · - Mon ...
-
Subscription Finance Portfolio Management Analyst
23 minutes ago
U.S. Bank National Association New York, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
OCIO Portfolio Manager - Harrison, NY, United States - Morgan Stanley
Description
ResponsibilitiesExpected 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).