Wm Global Investment Office, Portfolio Manager – Uhnw International Team, Assistant Vice President

Morgan Stanley UK

Purchase, United States
Base: $105,000 - $140,000 py; bonus/equity: may in...
Uhnw international client focus
Alternatives ocio expansion
Cross-border structuring oversight
This individual will help shape the operating model required to scale the platform across international jurisdictions while maintaining institutional rigor and governance standards

Job Summary

  • This individual will help shape the operating model required to scale the platform across international jurisdictions while maintaining institutional rigor and governance standards.
  • Lead strategic initiatives to expand Alternatives OCIO penetration across international UHNW individuals and family office clients.
  • Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow.

Matching Summary

This individual will help shape the operating model required to scale the platform across international jurisdictions while maintaining institutional rigor and governance standards.

Salary

Base: $105,000 - $140,000 per year; Bonus/Equity: May include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • UHNW International Client Focus
  • Alternatives OCIO Expansion
  • Cross-border Structuring Oversight
  • Investment Mandate Execution
  • Scalable Operational Frameworks

Nice-to-have

  • Strategic Partnership
  • Talent and Passion
  • Integrity, Excellence, Team Ethic
  • Professional Career Foundation
  • Work-Life Balance Philosophy

Key Requirements

  • Undergraduate degree required
  • Graduate degree, CFA, CAIA preferred
  • FINRA Series 7 and 66 required after hiring
  • 5 - 7+ years of experience
  • Strong understanding of alternative investments

Work Rights

Not specified

Tailored Resume

Cover Letter