OCIO Pension Portfolio Manager, Vice President

Morgan Stanley•Purchase, NY

2d•$115,000 - $205,000

About The Position

Morgan Stanley is a leading global financial services firm. The Outsourced Chief Investment Officer (“OCIO”) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management.

Requirements

5+ years’ experience servicing pensions, corporations and other institutional accounts in a wealth management or investment consulting capacity
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, PowerPoint, and Word
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 180 days of hire (additional licensing may be required)

Nice To Haves

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

Responsibilities

Serve as Portfolio Manager to build and manage client portfolios for OCIO’s Pension clients
The Portfolio Manager will be responsible for client portfolios’ asset allocation and manager selection as well as risk management and monitoring
Develop liability-driven investing and total-return strategies
Coordinate with clients to secure relevant actuarial information to complete asset-liability and related studies and integrate results into investment strategies and asset allocation
Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, etc.
Ensure the smooth functioning of administrative and operational activities, including those involving outside custodians and trading, reporting, and client cash flows
Partner with Financial Advisors and consultants to win new clients and raise new assets
Along with other subject matter experts, create institutional content such as white papers for advisors to use with clients and prospects to engage on topics related to the areas of expertise