Ocio Taft-hartley & Government Entity Portfolio Manager, Executive Director

Morgan Stanley

Purchase, United States
Base: $175,000 - $265,000 py; bonus/equity: incent...
Portfolio management concepts
Asset allocation and manager selection
Risk management and monitoring
Serve as Portfolio Manager to build and manage client portfolios for OCIO’s Taft-Hartley and Government Entity clients

Job Summary

  • Serve as Portfolio Manager to build and manage client portfolios for OCIO’s Taft-Hartley and Government Entity clients.
  • Partner with Financial Advisors and consultants to win new clients and raise new assets.
  • Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow.

Matching Summary

Serve as Portfolio Manager to build and manage client portfolios for OCIO’s Taft-Hartley and Government Entity clients.

Salary

Base: $175,000 - $265,000 per year; Bonus/Equity: Incentive compensation, discretionary bonuses, short/long-term incentives; Benefits: Comprehensive employee benefits and perks

Skills & Requirements

Must-have

  • Portfolio management concepts
  • Asset allocation and manager selection
  • Risk management and monitoring
  • Client discovery and policy statements
  • Institutional content creation

Nice-to-have

  • Collaborative and creative thinking
  • Professional career foundation
  • Work-life balance philosophy
  • Diverse backgrounds and experiences

Key Requirements

  • 10+ years experience servicing institutional accounts
  • Experience with investment/wealth management platforms
  • Proficiency in Microsoft Office
  • Undergraduate degree required
  • FINRA Series 7 and 66 required

Work Rights

Not specified

Tailored Resume

Cover Letter