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Morgan Stanley · 3 hours ago

Vice President, OCIO UHNW Portfolio Manager, Global Investment Office

New York, NY

Full-time

Onsite

Mid, Senior Level

$140K/yr - $200K/yr

6+ years exp

Morgan Stanley is a leading global financial services firm that provides a wide range of investment management and wealth management services. The Vice President, OCIO UHNW Portfolio Manager will build and manage client portfolios for ultra-high-net-worth clients, ensuring effective asset allocation, risk management, and client engagement.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Build and manage client portfolios for OCIO’s UHNW and Single Family Office clients

Including all asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasks

Educate clients on basic and leveraged gifting techniques employed in UHNW planning

Understand downstream implications of UHNW planning and how it affects holistic asset allocation and cash flow needs for clients

Experience with concentrated equity positions 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

Qualification

Investment management experienceTaxTrustEstate planningPortfolio management conceptsCFA certificationCAIA certificationMicrosoft Office proficiencyMultitasking abilityProfessional accountabilityOrganizational skillsProject management skillsVerbal communication skillsWritten communication skillsDetail-oriented

Required

6-8 years of investment-related experience serving individuals and families in a wealth management or investment consulting capacity

Undergraduate degree is required

FINRA Series 7 and 66 is required after hiring (additional licensing may be required)

Preferred

Experience with concentrated equity positions preferred

A solid understanding and experience in tax, trust, and estate planning is highly desirable

Experience in modeling UHNW planning, including advanced planning and tax management strategies

Knowledge and experience in investment/wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments

Familiarity with global capital markets, with technical expertise across asset classes preferred

Graduate degree, CFA, CAIA and other professional designations are preferred