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- Morgan Stanley in New York is seeking an experienced OCIO Wealth Management professional to build and manage UHNW client portfolios. You will oversee asset allocation, manager selection, risk monitoring and client reporting, while educating clients on advanced UHNW gifting...SuggestedWork at office
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..., Americas and Asia. The Wealth & Asset Managers sector is in charge of developing and building... ...relationships with Asset Managers, Pension Funds, Hedge Funds and Wealth industry... ...drive growth and manage a sophisticated portfolio of Hedge Fund clients. You will serve as...Full timeWork at officeShift work- ...Type AnnuallyIndustry Asset Management;Private Equity;Real Estate;Investment... ....Job DescriptionVice President Fund Controller (Real Estate)... ...functions to optimize performance.Vice President Fund Controller (... ...vehicles within the fund portfolio.Prepare and review transactional...Work at office
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$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$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$140k - $195k
...Investment Officer The Office of the Chief Investment Officer (OCIO) leads portfolio strategy and capital allocation for New York Life’s $340+... ...Working in close partnership with New York Life Investment Management and affiliated investment teams, the OCIO ensures...Work at officeLocal area- ...Vice President Fund Controller, Real Estate About the Company Real estate investment firm overseeing fund accounting, compliance,... ...fund accounting, preparing and reviewing financial statements, management fees, performance metrics, allocations, and carried-interest...Work at office
$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 New York, NY.In this role, you’ll make an impact in the following...Temporary workWork experience placementWorldwideFlexible hours- Vice President, Fund/Client Accounting ManagerJob#: 3041819Job Description:Vice PresidentFund Accounting Manager - Private Equity & Credit FundsThe Vice President is responsible for overseeing a portfolio of complex private equity and/or credit fund relationships while...
$225k - $300k
...CIO is a boutique investment management firm based in New York,... ...market expertise, customized portfolio construction, tax management... ...We are seeking a Senior Vice President, Investment Strategy to work... ...senior responsibility; RIA, OCIO, family office, or comparable...Full timeWork at office$100k - $151k
...Funds and Liquid Alternatives Assistant Vice President (AVP) is responsible for sourcing,... ...platform coverage in concert with the Manager, Hedge Funds and Liquid Alternative Investments... ...of investment instruments and portfolio construction techniques. • Ability to present...Work experience placementWork at officeFlexible hours$68k - $170k
...an impact in the following ways: • Ensure timely and accurate preparation of quarterly and annual financial reports for assigned portfolios• Construct and/or lead various training classes - such as accounting for complex deal structures, record keeping within certain systems...Temporary workWork at officeWorldwideFlexible hours$180k - $205k
...location experience skills specialty and education. This is a commission eligible role. About This Job The VP Portfolio Manager Lead - Fund Finance is responsible for leading a team of Portfolio Managers and Analysts supporting a portfolio of fund...Full timeWork at officeLocal area- ...Wealth Advisory Group is a newly formed practice within Wealth Management at New York Life, designed to serve the complex financial... ...Wealth Advisory, Wealth Advisory Investment Strategy, and the OCIO portfolio strategists to ensure seamless integration of investment solutions...Work at officeLocal area3 days per week
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- Job Description Job Description VP - Portfolio Manager - PF
$165k - $250k
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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
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