Wm Global Investment Office, Portfolio Manager (bilingual) – Uhnw International Team, Vice President
Morgan Stanley UK
New York, United States
Base: $140,000 - $200,000 py; bonus/equity: may in...
Portfolio construction and risk management
Manager selection and asset allocation
Client discovery and reporting
Build and manage client portfolios for OCIO’s International UHNW clients, including all asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasks
Job Summary
Build and manage client portfolios for OCIO’s International UHNW clients, including all asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasks.
Engage with Morgan Stanley Financial Advisors and clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space.
Partner with internal advisors / consultants and OCIO’s business development team to win new clients and raise new assets.
Matching Summary
Build and manage client portfolios for OCIO’s International UHNW clients, including all asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasks.
Salary
Base: $140,000 - $200,000 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