Global Investment Office, Portfolio Manager UHNW Team, Vice President

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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.

• Build and manage multi‑asset class investment models for OCIO’s UHNWI clients, including all asset allocation, manager selection, portfolio construction, risk management and portfolio monitoring tasks.
• Work closely with Technology and cross‑functional counterparts to provide clear specifications and requirements for model implementation and platform enhancements.
• Participate in the testing and validation of the investment models and platform features to ensure reliability and performance.
• 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 the OCIO business development team to win new clients and raise new assets.
• Collaborate with other experts to create commercial intellectual capital for clients and prospects on topics related to the areas of expertise.

• 6-8 years of investment‑related experience serving individuals and families in a wealth management or investment‑consulting capacity.
• Knowledge and experience in investment/wealth‑management platforms and vehicles, including managed‑account platforms, mutual funds, ETFs, separate accounts, and alternative investments.
• Firm understanding of portfolio management concepts, including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management, and performance attribution.
• Experience in developing multi‑asset class investment models and collaborating with software development teams to integrate models into technology platforms.
• Familiarity with global capital markets, with technical expertise across asset classes preferred.
• Strong teamwork and collaboration skills to work effectively with cross‑functional teams.
• Strong organizational and project‑management skills.
• Detail‑oriented, able to multitask and handle multiple priorities.
• Excellent verbal and written communication skills.
• Proactive and hardworking, with strong professional accountability.
• Proficiency in Microsoft Office, including Excel and PowerPoint.

• Undergraduate degree required.
• Graduate degree, CFA, CAIA and other professional designations preferred.
• FINRA Series 7 and 66 required after hiring (additional licensing may be required).
• Experience in programming for model development and integration into technology platforms preferred.

We are committed to maintaining high standard service and excellence. Employees are supported and empowered. Benefits include comprehensive pay package between $140,000 and $200,000 per year at commencement of employment, with potential incentive compensation and discretionary bonuses.