WM Global Investment Office, Portfolio Manager - UHNW International Team, Assistant 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.

Morgan Stanley’s Outsourced Chief Investment Office (OCIO) is seeking a highly motivated AVP to lead the strategic expansion of our OCIO offering for international Ultra-High-Net-Worth (UHNW) clients.

This individual will help shape the operating model required to scale the platform across international jurisdictions while maintaining institutional rigor and governance standards. This is a key growth role designed to expand market coverage, enhance cross-border coordination, and strengthen connectivity across the International Wealth Management platform.

The role will operate as a strategic partner to Portfolio Management, International Wealth Management leadership, Alternatives Product teams, and International Financial Advisors.

Responsibilities:

• Lead strategic initiatives to expand Alternatives OCIO penetration across international UHNW individuals and family office clients.
• Own cross-functional coordination among OCIO, International Wealth Management, Alternatives Product teams, and International Financial Advisors.
• Oversee and ensure efficient execution of client onboarding, KYC/AML, regulatory documentation, and cross-border structuring.
• Drive implementation of investment mandates across traditional and alternative strategies, ensuring timely and accurate execution.
• Establish and enhance scalable operational frameworks to support platform growth and increased complexity.
• Contribute to portfolio construction discussions, client strategy development, and senior-level presentations.
• Serve as a point of accountability for workflow management, risk controls, and execution quality.
• Partner with International Wealth Management, Alternatives Product teams, and International Financial Advisors to deliver integrated investment solutions.

Qualifications

• Undergraduate degree required.
• Graduate degree, CFA, CAIA and other professional designations are preferred.
• FINRA Series 7 and 66 required after hiring (additional licensing may be required)
• 5 - 7+ years of experience in OCIO, Asset Management, Institutional Advisory, or International Wealth Management.
• Strong teamwork and collaboration skills to work effectively with cross-functional teams.
• Strong understanding of alternative investments and multi-asset portfolio implementation.
• Proven ability to drive projects independently and influence senior partners.
• Exceptional organizational, analytical, and communication skills.

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 $105,000 and $140,000 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).