OCIO Taft-Hartley & Government Entity Portfolio Manager, Executive Director

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 Taft- Hartley and Government Entity clients 
• The Portfolio Manager will be responsible for client portfolios’ asset allocation and manager selection as well as risk 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 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 

Qualifications 

• 10+ 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) 

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