OCIO Pension Portfolio Manager, Vice President

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.

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 Serve as Portfolio Manager to build and manage client portfolios for OCIO’s Pension clients

The Portfolio Manager will be responsible for client portfolios’ asset allocation and manager selection as well as risk management and monitoring

Develop liability-driven investing and total-return strategies

Coordinate with clients to secure relevant actuarial information to complete asset-liability and related studies and integrate results into investment strategies and asset allocation

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 Financial 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

Qualifications5+ years’ experience servicing pensions, 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

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 preferredFINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 180 days of hire (additional licensing may be required)
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. 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…