OCIO Taft-Hartley & Government Entity Portfolio Manager, Executive Director

Responsibilities

• Serve as Portfolio Manager to build and manage client portfolios for OCIO’s Taft‑Hartley and Government Entity 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 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

• 10+ 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 preferred
• FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain upon hire

Expected base pay rates for the role will be between 175,000 and 265,000 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.

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 character protected by law.

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