WM Global Investment Office - Investment Officer - UHNW Team - Executive Director

Morgan Stanley
New York, USA
07 Oct 2021
21 Oct 2021
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
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.
Custom Solutions 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.
• Build and manage client portfolios for OCIO's UHNW and Single Family Office clients
• Including all asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasks
• Experience with concentrated equity positions preferred
• Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space
• Ensure the smooth-functioning of administrative and operational activities, including those involving outside custodians and trading, reporting, and client cash flows
• Partner with internal advisors / consultants and OCIO's business development team to win new clients and raise new assets
• In collaboration with other subject matter experts; create commercial intellectual capital for use with clients and prospects to engage on topics related to the areas of expertise


• Undergraduate degree is required
• Graduate degree, CFA, CAIA and other professional designations are preferred
• FINRA Series 7 and 66 is required after hiring (additional licensing may be required)
• 10+ years of investment-related experience serving individuals and families 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 preferred
• Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution
• Understanding of UHNW planning techniques and strategies preferred
• Proficiency in Microsoft Office including Excel, PowerPoint, and Access
• 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

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