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

Morgan Stanley • New York, NY

9d • $140,000 - $200,000

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

• 6-8 years of investment-related experience serving individuals and families in a wealth management or investment consulting capacity
• Language Skills: Must be fluent in Spanish. Conversational in Portuguese would be a plus
• Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution
• Experience and knowledge in investment/ wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments
• Familiarity with global capital markets, with technical expertise across asset classes preferred.
• Understanding of UHNW planning techniques and strategies for international clients
• Strong teamwork and collaboration skills to work effectively with cross-functional teams
• Strong organizational and project management skills
• Detail-oriented, with the ability to multitask and handle multiple priorities.
• Exemplary verbal and written communication skills
• Proactive & hard working with strong professional accountability
• Proficiency in Microsoft Office, including Excel and Power Point
• Undergraduate degree is required
• FINRA Series 7 and 66 is required after hiring (additional licensing may be required)

Nice To Haves

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

Responsibilities

• Build and manage client portfolios for OCIO’s International UHNW clients, including all asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasks
• Experience investing in offshore vehicles for non-resident clients is preferred
• Engage with Morgan Stanley Financial Advisors and clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space
• Ensure the smooth functioning of administrative and operational activities, including those involving trading and reporting
• Partner with internal advisors / consultants and OCIO’s business development team to win new clients and raise new assets
• In collaboration with other subject matter experts, create commercial intellectual capital for use with clients and prospects to engage on topics related to the areas of expertise

Benefits

• We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
• There’s also ample opportunity to move about the business for those who show passion and grit in their work.

What This Job Offers

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