OCIO – Endowments & Foundations Portfolio Manager - Vice President

Morgan Stanley’s Outsourced Chief Investment Office (OCIO), part of the WM Global Investment Office, provides portfolio management to clients of Morgan Stanley Wealth Management.

OCIO partners with Morgan Stanley Advisors and Consultants, across all client channels, to offer portfolio management services to both institutional and individual clientele (e.g. Foundations, Endowments, Retirement Plans, UHNW Individuals, and Family Offices).

OCIO is looking for a portfolio manager to join the Endowments & Foundations client segment team. This individual should have some experience in servicing the investment portfolios of institutional clients, preferably endowments and foundations.

Responsibilities

• Serve as Portfolio Manager to build and manage client portfolios for OCIO’s Endowment & Foundation (E&F) clients
• The portfolio manager will be responsible for functions such as; 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
• Manage relationships with key internal partners including Branch Support, Middle Office, reporting and technology teams
• 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
• Work closely with internal business development team to create RFP Portfolio Proposals

Qualifications

• 5+ years’ experience servicing institutional portfolios, preferably for endowments and foundations
• 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 preferred
• 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
• Exemplary verbal and written communication skills
• Proactive & hard working with strong professional accountability
• FINRA Licensed: SIE, Series 7 and Series 66 required within 90 days

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

Expected base pay rates for the role will be between 140,000 and 200,000 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).