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Morgan Stanley · 10 hours ago

Global Investment Office, Portfolio Manager UHNW Team, Vice President

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 providing a wide range of investment banking, securities, investment management and wealth management services. The Portfolio Manager will build and manage multi-asset class investment models for ultra-high-net-worth clients, ensuring effective portfolio management and engaging with financial advisors and clients to deliver tailored investment solutions.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Build and manage multi-asset class investment models for OCIO’s UHNW clients, including all asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasks

Work closely with Technology and cross-functional counterparts to provide clear specifications and requirements for model implementation and platform enhancements

Participate in the testing and validation of the investment models and platform features to ensure reliability and performance

Engage with Morgan Stanley Financial Advisors and 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 trading and reporting

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 experiencePortfolio management conceptsMulti-asset class modelsWealth management platformsProgramming for model developmentMicrosoft Office proficiencyCFACAIA certificationVerbalProactiveHardworkingGraduate degreeTeamworkCollaborationProject management skillsDetail-orientedWritten communication

Required

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

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

Firm understanding of portfolio management concepts, including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management, and performance attribution

Experience in developing multi-asset class investment models and working with software development teams to integrate models into technology platforms

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

Strong teamwork and collaboration skills to work effectively with cross-functional teams

Strong organizational and project management skills

Detail -oriented, with the ability to multitask and handle multiple priorities

Exemplary verbal and written communication skills

Proactive and hardworking, with strong professional accountability

Proficiency in Microsoft Office, including Excel and PowerPoint

Undergraduate degree is required

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