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E*TRADE from Morgan Stanley · 1 month ago

WM Global Investment Office, Portfolio Manager (Bilingual) – UHNW International Team, Vice President

New York, New York, United States of America

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 role involves building and managing client portfolios for OCIO’s International UHNW clients, engaging with financial advisors and clients, and ensuring smooth administrative and operational activities.

BankingFinanceFinancial Services

Responsibilities

Build and manage client portfolios for OCIO’s International UHNW 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 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

Portfolio managementInvestment consultingWealth managementCFASpanish fluencyMicrosoft OfficeProject managementTeam collaborationDetail-orientedCommunication skills

Required

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

Must be fluent in Spanish

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

Experience and knowledge 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

Understanding of UHNW planning techniques and strategies for international clients

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 & hard working with strong professional accountability

Proficiency in Microsoft Office, including Excel and Power Point

Undergraduate degree is required

FINRA Series 7 and 66 is required after hiring