Head Of Endowments & Foundations – Outsourced Chief Investment Office (ocio)

Morgan Stanley UK

New York, United States
On-site
Endowments and foundations client segment
Investment strategy and oversight
Client leadership and commercial impact
This individual will be a senior member of the OCIO leadership team, responsible for leading and growing a business dedicated to serving nonprofit institutions through discretionary and advisory investment solutions

Job Summary

  • This individual will be a senior member of the OCIO leadership team, responsible for leading and growing a business dedicated to serving nonprofit institutions through discretionary and advisory investment solutions.
  • The role provides strategic leadership across investment management, client engagement, and business development, with a mandate to scale the platform over time.
  • Serve as a senior representative of Morgan Stanley in client engagements, including finals presentations, investment committee meetings, and board interactions.

Matching Summary

This individual will be a senior member of the OCIO leadership team, responsible for leading and growing a business dedicated to serving nonprofit institutions through discretionary and advisory investment solutions.

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
  • Strengthen firm's reputation
  • Collaborate across investment teams

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
  • FINRA Series 7 and 66 required, or willingness to obtain

Work Rights

Not specified

Tailored Resume

Cover Letter