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

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 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.

Responsibilities :

• Build and manage client portfolios for OCIOs UHNW and Single Family Office clients
• Including all asset allocation manager selection portfolio construction risk management and portfolio monitoring tasks
• Educate clients on basic and leveraged gifting techniques employed in UHNW planning
• Understand downstream implications of UHNW planning and how it affects holistic asset allocation and cash flow needs for clients
• Experience with concentrated equity positions preferred
• Engage with 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 outside custodians and trading reporting and client cash flows
• Partner with internal advisors / consultants and OCIOs 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

Knowledge and skills :

WHAT YOU CAN EXPECT FROM MORGAN STANLEY :

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. 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. Theres 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 into your browser.

Expected base pay rates for the role will be between $85000 and $135000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.

Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).

Required Experience :

Exec

Key Skills

Presentation Skills,Risk Management,Financial Services,IFRS,Banking,Pricing,Analysis Skills,Securities Law,Investment Banking,Relationship Management,Strategic Planning,Leadership Experience

Employment Type : Full-Time

Experience : years

Vacancy : 1

Yearly Salary Salary : 85000 - 135000