OCIO PM Taft Hartley / Government Analyst - Global Investment Office, Assistant Vice President

Morgan Stanley • Harrison, NY

15d • $105,000 - $140,000

About The Position

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
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

• 3+ years of experience servicing pensions and/or government entities, or other institutions 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 and PowerPoint
• Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
• Strong organizational and project management skills
• Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
• Proactive & hard working with strong professional accountability
• Exemplary verbal and written communication skills
• 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

• CFA, CAIA and other professional designations are preferred.

Responsibilities

• Help Senior Portfolio Managers build and manage client portfolios, which includes development of the investment policy statement, customized portfolio construction, manager selection, portfolio implementation, ongoing portfolio rebalances and periodic client reviews and updates
• Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space
• Maintain ongoing and proactive monitoring of account positioning
• Gain full functional knowledge of Morgan Stanley’s proprietary portfolio management tools
• Participate in OCIO meetings and calls and get full understanding of OCIO market strategy and portfolio positioning.
• Help Senior Portfolio Managers develop portfolios and market content for finals presentations
• Manage outflows, inflows on accounts and make sure that capital calls on the illiquid side of the portfolios are matched
• Interface and support the connectivity with internal and external partners including research, trading, operations, product specialists, third party vendors and custodians

What This Job Offers

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