Global Investment Office, Portfolio Manager UHNW Team, Vice President at Morgan Stanley

Harrison, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Mar, 26

Salary

200000.0

Posted On

02 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Models, Asset Allocation, Manager Selection, Portfolio Construction, Risk Management, Portfolio Monitoring, Teamwork, Collaboration, Project Management, Communication, Detail-Oriented, Microsoft Office, Programming, Wealth Management, Global Capital Markets, Performance Attribution

Industry

Financial Services

Description

Build and manage multi-asset class investment models for OCIO's UHNW 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. 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 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 working 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, with the ability to multitask and handle multiple priorities. Exemplary verbal and written communication skills. Proactive and hardworking, with strong professional accountability. Proficiency in Microsoft Office, including Excel and PowerPoint. Undergraduate degree is required Graduate degree, CFA, CAIA and other professional designations are preferred FINRA Series 7 and 66 is required after hiring (additional licensing may be required) Experience in programming for model development and integration into technology platforms is preferred 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.

Responsibilities

Build and manage multi-asset class investment models for UHNW clients, including asset allocation and risk management. Collaborate with technology teams to implement and enhance investment models and ensure operational efficiency.