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
Qualifications
- 5+ 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 https://www.morganstanley.com/about-us/global-offices 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: https://www.morganstanley.com/people-opportunities/eeo.
Skills Required
- 5+ years experience servicing pensions, corporations and other institutional accounts in wealth management or investment consulting
- Experience with 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 and technical expertise across asset classes
- Firm understanding of portfolio management concepts: modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management, performance attribution
- Proficiency in Microsoft Office including Excel, PowerPoint, and Word
- Strong organizational and project management skills
- High attention to detail and ability to multi-task and handle multiple priorities
- Exemplary verbal and written communication skills
- Proactive, hardworking with strong professional accountability
- Undergraduate degree
- Graduate degree, CFA, CAIA and other professional designations
- FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 180 days
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
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Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
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Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.
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What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
