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OCIO UHNW International Portfolio Manager, Executive Director, Global Investment Office

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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Outsourced Chief Investment Officer (OCIO) 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:

Build and manage client portfolios for OCIO's International UHNW and Single Family Office clients
Including all asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasks
Experience investing in offshore vehicles for non-resident clients is preferred
Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space
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 / consultants and OCIO's business development team to win new clients and raise new assets
In collaboration with other subject matter experts; create commercial intellectual capital for use with clients and prospects to engage on topics related to the areas of expertise

Knowledge and Skills:

8-10 years of investment-related experience serving individuals and families in a wealth management or investment consulting capacity
Language Skills: Must be fluent in Spanish. Conversational in Portuguese would be a plus
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
Understanding of UHNW planning techniques and strategies preferred
Proficiency in Microsoft Office including Excel, PowerPoint, and Access
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

Qualifications:

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)

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 $160,000 and $270,000 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).

Morgan Stanley Glassdoor Company Review

3.9

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CEO of Morgan Stanley

James P. Gorman

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Average salary estimate

$215000 / YEARLY (est.)

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$160000K

$270000K

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What You Should Know About OCIO UHNW International Portfolio Manager, Executive Director, Global Investment Office, Morgan Stanley

Morgan Stanley is on the lookout for a dynamic and experienced OCIO UHNW International Portfolio Manager for our Global Investment Office in New York. You'll have the chance to build and manage bespoke portfolios for our ultra-high-net-worth clients and family offices, leveraging your passion for investment management and your solid understanding of global capital markets. Your role will involve everything from asset allocation and manager selection to portfolio construction and comprehensive risk management. Collaborating with our talented team of financial advisors and business development leads, you'll help us win new clients and raise assets, all while ensuring smooth operational activities across custodians and client cash flows. Your expertise in investing outside the box, especially with offshore vehicles, will be invaluable. Exceptional communication skills and attention to detail are a must as you engage with clients and craft investment policy statements. If you possess a strong background in wealth management and a solid academic foundation — ideally with relevant professional designations like CFA or CAIA — we want to hear from you! At Morgan Stanley, we cultivate an environment that values your unique insights and encourages continuous growth, so come join our team and help shape the future of investment management.

Frequently Asked Questions (FAQs) for OCIO UHNW International Portfolio Manager, Executive Director, Global Investment Office Role at Morgan Stanley

What responsibilities does the OCIO UHNW International Portfolio Manager at Morgan Stanley have?

The OCIO UHNW International Portfolio Manager at Morgan Stanley is tasked with building and managing portfolios for ultra-high-net-worth and single-family office clients. This includes asset allocation, manager selection, portfolio construction, risk management, and ongoing portfolio monitoring. The role also involves engaging directly with clients to draft investment policy statements and provide them with quarterly reporting.