OCIO Taft-Hartley & Government Entity Portfolio Manager, Executive Director
PowerToFly
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 asPortfolio Managerto build and manage client portfolios for OCIO’sTaft- Hartley and Government Entityclients ThePortfolio Managerwillbe responsible forclient portfolios’asset allocation and managerselectionas well asrisk 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 withFinancial Advisorsand consultants to win new clients and raise new assets Along with other subject matter experts, create institutionalcontent such as white papersfor advisors to use with clients and prospects to engage on topics related to the areas of expertise Qualifications 10+years’ experience servicingpensions,corporationsand other institutional accounts in awealth management orinvestment 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, technicalexpertiseacross asset classes Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, managerselection, riskmanagementand performance attribution Proficiencyin Microsoft Office including Excel, PowerPoint, andWord 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 isrequired Graduate degree, CFA,CAIAand other professional designations are preferred FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain upon hire
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 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, discretionarybonuses, 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). #J-18808-Ljbffr PowerToFly- Morgan Stanley in Harrison, NY is seeking an experienced Portfolio Manager to manage client portfolios and provide full discretion portfolio management services. Ideal candidates will have over 10 years of experience in wealth management and a strong understanding of investment...SuggestedWork at office
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