Head Of Endowments & Foundations – Outsourced Chief Investment Office (ocio)
Morgan Stanley UK
Endowments and foundations client segment
Investment strategy and oversight
Client leadership and commercial impact
Lead, manage, and continue to build a team of ~15 investment officers and professionals focused on the endowments and foundations client segment
Job Summary
Lead, manage, and continue to build a team of ~15 investment officers and professionals focused on the endowments and foundations client segment.
Serve as a senior representative of Morgan Stanley in client engagements, including finals presentations, investment committee meetings, and board interactions.
Drive the continued evolution and scalability of the endowments and foundations vertical within OCIO.
Matching Summary
Lead, manage, and continue to build a team of ~15 investment officers and professionals focused on the endowments and foundations client segment.
Skills & Requirements
Must-have
Endowments and Foundations client segment
Investment strategy and oversight
Client leadership and commercial impact
Platform development and scalability
Nice-to-have
Foster a high-performance culture
Collaborate with subject matter experts
Strengthen firm's reputation
Key Requirements
15+ years of institutional investment experience
Significant experience advising endowments and foundations
Broad expertise across asset classes
Demonstrated leadership experience managing investment teams
Proven ability to engage effectively with investment committees, boards, and senior stakeholders
Bachelor's degree required
FINRA Series 7 and 66 (or 63 and 65) required, or willingness to obtain