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

Morgan Stanley•New York, NY

5d•Onsite

About The Position

Morgan Stanley's Family Office (MSFO) group partners with Financial Advisors to offer portfolio management services to family office clients within Morgan Stanley Wealth Management. This role serves as an Investment Officer responsible for building and managing client portfolios for Single Family Office clients. The position involves managing asset allocation, manager selection, risk management, and monitoring of client portfolios. A key aspect of the role is sourcing, analyzing, and advising on private markets co-investment deals and other alternative investments. The Investment Officer will also engage with clients for discovery, drafting investment policy statements, and providing quarterly reporting. Additionally, the role ensures the smooth functioning of administrative and operational activities, collaborates with internal advisors and consultants to acquire new clients and assets, and works with research teams for market and portfolio updates. The role also includes preparing reports for client investment committee presentations.

Requirements

5-10 years of investment-related experience servicing individuals and families in a wealth management or investment consulting capacity
Experience in alternative investments, specifically private equity co-investments
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
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

Experience with alternative investment asset classes and concentrated equity positions preferred
Understanding of UHNW planning techniques and strategies preferred
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
Sourcing, analyzing and advising on private markets co-investment deals and other alternative investments
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