Head Of Endowments & Foundations – Outsourced Chief Investment Office (ocio)
Morgan Stanley
Institutional investment experience
Endowments and foundations advisory
Asset allocation and portfolio construction
This role is responsible for leading and growing a business dedicated to serving nonprofit institutions through discretionary and advisory investment solutions
Job Summary
This role is responsible for leading and growing a business dedicated to serving nonprofit institutions through discretionary and advisory investment solutions.
Key responsibilities include leading a team of approximately 15 investment professionals, overseeing investment strategy, and serving as a senior representative in client engagements.
Morgan Stanley offers attractive and comprehensive employee benefits and perks, and is committed to building and maintaining a diverse workforce.
Matching Summary
This role is responsible for leading and growing a business dedicated to serving nonprofit institutions through discretionary and advisory investment solutions.
Skills & Requirements
Must-have
Institutional investment experience
Endowments and foundations advisory
Asset allocation and portfolio construction
Global capital markets expertise
Investment team leadership
Client engagement and representation
Nice-to-have
High-performance culture
Collaboration and client service
Talent development and recruitment
Risk management across portfolios
Industry trends monitoring
Key Requirements
15+ years institutional investment experience
Advanced degree and/or professional designations preferred