OCIO Pension Portfolio Manager, Vice President
Morgan Stanley
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 preferred FINRA 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 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: .Employment Type:Full timeJob Level:Vice PresidentPosted Date:Aug 14, 2026ATS Job Description Test:Department:Research
$115k - $205k
...banking, securities, investment management, and wealth management... ...Chief Investment Office, or OCIO, and Morgan Stanley Family Office... ...all channels to deliver portfolio management solutions to clients... ...of asset classes.This Vice President role will focus primarily on...SuggestedTemporary workWork at officeWorldwide- ...investment banking, securities, investment management and wealth management services. The Firm... ...Outsourced Chief Investment Office (“OCIO”) group partners with Morgan Stanley Financial... ...all channels to offer full discretion portfolio management services to institutional and...SuggestedFull timeTemporary workWork at officeWorldwide
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$110k - $190k
...banking, securities, investment management and wealth management... ...Outsourced Chief Investment Office (OCIO) is responsible for... ...works directly with our OCIO portfolio managers and Morgan Stanley... ...AUM) growth.We are seeking a Vice President to join our OCIO Business Development...SuggestedTemporary workWork at officeWorldwide$160k - $220k
About the RoleiCapital is seeking two mid-senior level investment professionals for its portfolio management team, who will each be responsible for building and managing an evergreen portfolio comprised of private equity and/or private real asset investments. Each hire...SuggestedFull timeWork at officeRemote work$125k - $250k
...career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across... ...investment and advisory services for pension plans, sovereign wealth funds, insurance... ...are created through collaboration between portfolio managers, research analysts, and traders...Full timeTemporary workPart time- Goldman Sachs Asset & Wealth Management in New York, NY, invites experienced professionals... ...materials for client discussions across pension plans, foundations, and large institutions... ...role emphasizes rigorous due diligence, portfolio construction insights, and close...
- ...Vice President, Senior Underwriter Portfolio Manager, Maritime About the Company Established banking institution Industry Banking Type Public Company Founded 1898 Employees 10,001+ Categories Financial Services Investment Management...Work at office
$130k - $260k
Corporate Treasury - Mortgages Trader/Portfolio Manager - Vice President - New York We’re a team within an evolving function in Corporate Treasury responsible for managing the firm’s structural interest rate risk and the firm’s evolving HQLA portfolio. We take a bird’s...Full timeTemporary workPart time$125k - $290k
Job Description Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management... ...investment and advisory services for pension plans, sovereign wealth funds, insurance... ...strategies that make sense for their portfolios Thought Leaders, providing timely insights...Full timeTemporary workPart timeWork experience placement- ...sponsorship for this position.HSBC is seeking a Vice President to join its Asset Based Lending Group. HSBC’s Asset... ...is looking for a talented individual to provide portfolio oversight and to work with Relationship Managers across the U.S. and globally to help meet client...
$100k - $170k
...Goldman Sachs Asset & Wealth Management is an opportunity to help clients... ...and advisory services for pension plans, sovereign wealth funds... ...to be utilized in MAS client portfolios for Corporate Pensions,... ...institutionsMAS is the #2 global OCIO providerAssist in educating and...Full timeTemporary workPart time$115k - $205k
...securities, investment management and wealth management services... ...Institutional Portfolio & Risk Analytics team at... ...Chief Investment Officer (OCIO) and Family Office businesses. As a Vice President in this team, you will... ...across segments-pensions, E&F, UHNW, and family...Temporary workWork experience placementWork at officeWorldwide- Goldman Sachs Asset Management is seeking a Vice President for the Quantitative Equity Solutions team to lead long/short equity research and portfolio implementation. This role emphasizes developing scalable investment strategies and collaborating with client portfolios...
- ...Vice President Fund Controller, Real Estate About the Company Real estate investment manager overseeing fund accounting, reporting, compliance, and investor relations. Industry Investment Management Type Privately Held About the Role The Company...Work at office
- ...we invest in worldwide. External Managers Department We embrace an active investing... ...-based equities team as an Assistant Vice President / Vice President. You will be part of... ...hedge strategies and benchmark relative portfolios across various geographies globally....Full timeWork at officeWork from homeWorldwide
$102k - $228k
...about. Join us and be part of something extraordinary.We’re seeking a future team member for the role of Senior Vice President, Fund/Client Accounting Manager to join our Fund Accounting team, based in Boston MA In this role, you’ll make an impact in the following ways:...Temporary workWork experience placementWorldwideFlexible hours- ...Associate Vice President, Fund Controller About the Company Investment firm managing diverse portfolios across hedge funds and direct investments. Industry Investment Management Type Privately Held About the Role The Company is seeking an AVP Fund...
- ...provide guidance and review work related to cash and asset reconciliations for complex accounts or transactions.May have people management responsibilities in some geographies and may be tasked with Team Lead responsibilities.At BNY, our culture allows us to run our company...Work experience placementWork at officeWorldwideFlexible hours
$148.5k - $174.7k
...discover what you excel at—all from Day One.Job DescriptionThe ABL Portfolio Manager partners closely with Relationship Managers and Business... ...programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$148.5k - $174.7k
...DescriptionThe Power & Utilities Division at U.S. Bank is seeking a Portfolio Manager to lead credit oversight and portfolio management for a... ...programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range...Full timeContract workLocal area$165k - $250k
Job TitleVP, Assistant Portfolio Manager (Project Finance)Job DescriptionClient-facing role in a growing business line that is very active in Energy Transition. Role provides for great exposure to different financing structures, products, and technologies. Ideal role for...Full timeContract workWork experience placementWork visa$110k - $145k
...redefining how alternative assets are accessed within retirement portfolios.As a key member of the team, this individual will play an... ...by the GP and their independent valuation advisor.Recalculate management and incentive fees to verify accuracy.Review and approve fund-...Full timeWork at officeRemote work$120k - $180k
...sophisticated and rapidly growing fund structure: the '34 Act Registered Fund.iCapital is seeking a dynamic and experienced Product Manager to serve as the central point of ownership for these funds. This is a critical, high-visibility role that will act as the primary...Full timeWork at officeRemote work- YOUR IMPACTAs a Vice President in Global Risk Management within Goldman Sachs Asset Management, you will help protect... ...constructively, and influence portfolio and business decisions. Working... ...performance insights for MAS funds and OCIO mandates (objectives, benchmarks...
$110k - $145k
About the RoleiCapital is looking to hire an Assistant Vice President to join the Hedge Fund Finance team. This role is hands on with operational... ...-party administrators. The ideal candidate will additionally manage all fund accounting and financial reporting to investors,...Full timeWork at officeRemote work$150k - $175k
...Operations, Technology and product partners to develop the platform, manage risk, win new client mandates, increase share of wallet,... ...monitoring key risk mitigants including New and existing client portfolio analysis, Client clearing deposits Monitoring potential exposure...Full timeWork at office$160k - $220k
About the RoleiCapital is looking to hire an Assistant Vice President or Vice President Fund Attorney to join the Funds Legal team with a... ...ResponsibilitiesNegotiate various agreements with counterparties including fund managers and distribution agents.Draft and review private fund...Full timeWork at officeRemote work$117.73k - $138.5k
...DescriptionPartners with assigned Relationship Manager(s) to successfully manage credit account... ...exposure, managing an assigned credit portfolio, successfully closing new business... ...stock purchase 401(k) contribution and pension (all benefits are subject to eligibility...Full timeWork experience placementLocal area- ...range of market anomalies, fueled by our unparalleled access to a wide range of publicly available data sources.ROLEDynamically managing portfolio risk by evaluating historical and real-time strategy performance.Overseeing automated trade execution and monitoring...
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