Head Of Endowments & Foundations – Outsourced Chief Investment Office (ocio)
Morgan Stanley
New York, United States
On-site
Investment strategy and oversight
Client engagement and representation
Team leadership and development
Lead and grow a business dedicated to serving nonprofit institutions through discretionary and advisory investment solutions
Job Summary
Lead and grow a business dedicated to serving nonprofit institutions through discretionary and advisory investment solutions.
Provide strategic leadership across investment management, client engagement, and business development, representing the firm in high-stakes situations.
Oversee a team of approximately 15 investment professionals with a mandate to scale the platform over time.
Matching Summary
Lead and grow a business dedicated to serving nonprofit institutions through discretionary and advisory investment solutions.
Skills & Requirements
Must-have
Investment strategy and oversight
Client engagement and representation
Team leadership and development
Business development and growth
Risk management for client portfolios
Nice-to-have
Foster high-performance culture
Strengthen firm reputation
Enhance platform capabilities
Key Requirements
15+ years of institutional investment experience
Significant experience advising endowments and foundations
Broad expertise across asset classes
Demonstrated leadership managing investment teams
Proven ability to engage with investment committees and boards
Bachelor's degree required
FINRA Series 7 and 66 (or 63 and 65) required or willingness to obtain