WM Global Investment Office, Portfolio Manager – UHNW International Team, Assistant Vice President

Morgan Stanley • Purchase, NY

23h • $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. Morgan Stanley’s Outsourced Chief Investment Office (OCIO) is seeking a highly motivated AVP to lead the strategic expansion of our OCIO offering for international Ultra-High-Net-Worth (UHNW) clients. This individual will help shape the operating model required to scale the platform across international jurisdictions while maintaining institutional rigor and governance standards. This is a key growth role designed to expand market coverage, enhance cross-border coordination, and strengthen connectivity across the International Wealth Management platform. The role will operate as a strategic partner to Portfolio Management, International Wealth Management leadership, Alternatives Product teams, and International Financial Advisors.

Requirements

• Undergraduate degree required.
• 5 - 7+ years of experience in OCIO, Asset Management, Institutional Advisory, or International Wealth Management.
• Strong teamwork and collaboration skills to work effectively with cross-functional teams.
• Strong understanding of alternative investments and multi-asset portfolio implementation.
• Proven ability to drive projects independently and influence senior partners.
• Exceptional organizational, analytical, and communication skills.

Nice To Haves

• Graduate degree, CFA, CAIA and other professional designations are preferred.
• FINRA Series 7 and 66 required after hiring (additional licensing may be required)

Responsibilities

• Lead strategic initiatives to expand Alternatives OCIO penetration across international UHNW individuals and family office clients.
• Own cross-functional coordination among OCIO, International Wealth Management, Alternatives Product teams, and International Financial Advisors.
• Oversee and ensure efficient execution of client onboarding, KYC/AML, regulatory documentation, and cross-border structuring.
• Drive implementation of investment mandates across traditional and alternative strategies, ensuring timely and accurate execution.
• Establish and enhance scalable operational frameworks to support platform growth and increased complexity.
• Contribute to portfolio construction discussions, client strategy development, and senior-level presentations.
• Serve as a point of accountability for workflow management, risk controls, and execution quality.
• Partner with International Wealth Management, Alternatives Product teams, and International Financial Advisors to deliver integrated investment solutions.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees