MSFO Investment Officer - Capital Markets; Global Investment Office, Vice President

Morgan Stanley • New York, NY

5d

About The Position

Morgan Stanley is a leading global financial services firm. The Morgan Stanley Family Office (“MSFO”) group partners with Morgan Stanley Financial Advisors across all channels to offer portfolio management services to family office clients of Morgan Stanley Wealth Management. This role serves as an Investment Officer to build and manage client portfolios for Single Family Office clients, responsible for asset allocation, manager selection, risk management, and monitoring. The role also involves capital markets transactions, client engagement, administrative/operational activities, and collaboration with internal teams to acquire new clients and assets.

Requirements

• 5-10 years of investment-related experience servicing individuals and families in a wealth management or investment consulting capacity
• Strong experience in alternative investments and structured products
• 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
• Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution
• Experience with alternative investment asset classes and concentrated equity positions preferred
• Understanding of UHNW planning techniques and strategies preferred
• Proficiency in Microsoft Office including Excel and PowerPoint
• 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
• Undergraduate degree is required
• FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 120 days of hire (additional licensing may be required)

Nice To Haves

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

Responsibilities

• Serve as Investment Officer to build and manage client portfolios for Single Family Office clients
• Responsible for client portfolios’ asset allocation and manager selection as well as risk management and monitoring
• Responsibilities around capital markets transactions ranging from structured products to portfolio hedging strategies
• Engage with clients to perform client discovery, draft investment policy statements, and provide quarterly reporting
• 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
• Work with internal research teams to provide clients with periodic market and portfolio updates
• Prepare portfolio allocation and performance reports for client investment committee presentations

Benefits

• Commission earnings
• Incentive compensation
• Discretionary bonuses
• Other short and long-term incentive packages
• Other Morgan Stanley sponsored benefit programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level