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

Morgan Stanley • New York, NY

9h • $140,000 - $200,000

About The Position

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 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 We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between $140,000 and $200,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Requirements

• 6-8 years of investment-related experience serving individuals and families in a wealth management or investment consulting capacity
• 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

• Experience investing in offshore vehicles for non-resident clients is preferred
• 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
• 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

What This Job Offers

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