Global Investment Office, Portfolio Manager Uhnw Team, Vice President

Morgan Stanley UK

United Kingdom
$140,000 - $205,000 py; not specified; attractive ...
Multi-asset class investment models
Portfolio construction and risk management
Client discovery and reporting
Build and manage multi-asset class investment models for OCIO’s UHNW clients, including all asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasks

Job Summary

  • Build and manage multi-asset class investment models for OCIO’s UHNW clients, including all asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasks.
  • Engage with Morgan Stanley Financial Advisors and clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space.
  • Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow.

Matching Summary

Build and manage multi-asset class investment models for OCIO’s UHNW clients, including all asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasks.

Salary

$140,000 - $205,000 per year; Not specified; Attractive and comprehensive employee benefits and perks

Skills & Requirements

Must-have

  • Multi-asset class investment models
  • Portfolio construction and risk management
  • Client discovery and reporting
  • Manager selection
  • Global capital markets familiarity

Nice-to-have

  • Strong teamwork and collaboration
  • Proactive and hardworking
  • Professional career foundation
  • Supportive and empowering environment

Key Requirements

  • 6-8 years investment-related experience
  • Undergraduate degree required
  • FINRA Series 7 and 66 required after hiring
  • Investment/wealth management platforms and vehicles knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter