MSFO Investment Officer - Private Markets; Global Investment Office, 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. Morgan Stanley Family Office (“MSFO”) group partners with Morgan Stanley Financial Advisors across all channels to offer portfolio management services to family office clients of Morgan Stanley Wealth Management.ResponsibilitiesServe as Investment Officer to build and manage client portfolios for Single Family Office clientsThe Investment Officer will be responsible for client portfolios’ asset allocation and manager selection as well as risk management and monitoringThe Investment Officer will have responsibilities sourcing, analyzing and advising on private markets co-investment deals and other alternative investmentsEngage with clients to perform client discovery, draft investment policy statements, and provide quarterly reportingEnsure the smooth functioning of administrative and operational activities, including those involving outside custodians and trading, reporting, and client cash flowsPartner with internal advisors and consultants to win new clients and raise new assetsWork with internal research teams to provide clients with periodic market and portfolio updatesPrepare portfolio allocation and performance reports for client investment committee presentationsKnowledge and skills5-10 years of investment-related experience servicing individuals and families in a wealth management or investment consulting capacityExperience in alternative investments, specifically private equity co-investmentsExperience and knowledge in investment/wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investmentsExperience and knowledge in global capital markets, technical expertise across asset classesFirm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attributionExperience with alternative investment asset classes and concentrated equity positions preferredUnderstanding of UHNW planning techniques and strategies preferredProficiency in Microsoft Office including Excel and PowerPointStrong organizational and project management skillsMust be very detail-oriented, with an ability to multi-task and handle multiple prioritiesExemplary verbal and written communication skillsProactive & hard working with strong professional accountabilityQualificationsUndergraduate degree is requiredGraduate degree, CFA, CAIA and other professional designations are preferredFINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 120 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 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. At Morgan Stanley, you’ll 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. 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 into your browser.Expected base pay rates for the role will be between 115,000 and 205,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.For more information, please visit : . #J-18808-Ljbffr Morgan-Stanley