Institutional Product Manager - Ocio Investment Team, Executive Director

Morgan Stanley UK

United Kingdom
Base: $175,000 - $265,000 py; bonus/equity: incent...
Institutional investment products
Investment due diligence
Product structuring and cataloguing
The OCIO group partners with Morgan Stanley Financial Advisors to offer full discretion portfolio management services to institutional and private clients

Job Summary

  • The OCIO group partners with Morgan Stanley Financial Advisors to offer full discretion portfolio management services to institutional and private clients.
  • Key responsibilities include leading multi-stage processes, conducting investment due diligence, structuring products like CITs and Separate Accounts, and ensuring accurate product cataloguing.
  • Morgan Stanley offers a superior foundation for building a professional career with a philosophy that balances personal lifestyles, perspectives, and needs.

Matching Summary

The OCIO group partners with Morgan Stanley Financial Advisors to offer full discretion portfolio management services to institutional and private clients.

Salary

Base: $175,000 - $265,000 per year; Bonus/Equity: Incentive compensation, discretionary bonuses, short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • Institutional investment products
  • Investment due diligence
  • Product structuring and cataloguing
  • Stakeholder and project management
  • Manager research collaboration
  • eVestment and Morningstar utilization

Nice-to-have

  • Strong team ethic
  • Professional career foundation
  • Supportive work-life balance
  • Creative thinking
  • Passion and grit

Key Requirements

  • Bachelor's degree in Finance, Business Administration, or related field
  • 10+ years of experience in institutional investment marketplace
  • FINRA Series 7 and 63 licenses required or willingness to obtain

Work Rights

Not specified

Tailored Resume

Cover Letter