OCIO Portfolio Manager
Company: Morgan Stanley
Location: Purchase
Posted on: April 28, 2024
|
|
Job Description:
Responsibilities --- Serve as Portfolio Manager to build and
manage client portfolios for OCIO's clients --- The Portfolio
Manager will be responsible for client portfolios' asset allocation
and manager selection as well as risk management and monitoring ---
Engage with clients to perform client discovery, draft investment
policy statements, provide quarterly reporting, etc. --- 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
and consultants to win new clients and raise new assets --- Along
with other subject matter experts, create institutional content
such as white papers for advisors to use with clients and prospects
to engage on topics related to the areas of expertise --- 5-10
years' experience servicing corporations, and other institutional
accounts in a wealth management or investment consulting capacity
--- Experience and knowledge in investment/wealth management
platforms and vehicles, including managed account platforms, mutual
funds, ETFs, separate accounts, and alternative investments ---
Experience and knowledge in global capital markets, technical
expertise across asset classes --- Firm understanding of portfolio
management concepts including modern portfolio theory, asset
allocation, portfolio construction, manager selection, risk
management and performance attribution --- Proficiency in Microsoft
Office including Excel, PowerPoint, and Word --- Strong
organizational and project management skills --- Must be very
detail-oriented, with an ability to multi-task and handle multiple
priorities --- Proficiency in Bloomberg Terminal and Morningstar
preferred --- Exemplary verbal and written communication skills ---
Proactive & hard working with strong professional accountability
--- 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) Expected base pay rates for the role will be between
$100,000 and $180,000 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 Stanley's 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).
Keywords: Morgan Stanley, Yonkers , OCIO Portfolio Manager, Executive , Purchase, New York
Click
here to apply!
|