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Job description
Responsibilities
Serve as Investment Officer to build and manage client portfolios for Single Family Office clients
The Investment Officer will be responsible for client portfolios’ asset allocation and manager selection as well as risk management and monitoring
The Investment Officer will have responsibilities sourcing, analyzing and advising on private markets co-investment deals and other alternative investments
Engage with clients to perform client discovery, draft investment policy statements, and provide quarterly reporting
Ensure the smooth functioning of administrative and operational activities, including those involving outside custodians and trading, reporting, and client cash flows
Partner with internal advisors and consultants to win new clients and raise new assets
Work with internal research teams to provide clients with periodic market and portfolio updates
Prepare portfolio allocation and performance reports for client investment committee presentations
Knowledge and Skills
5-10 years of investment-related experience servicing individuals and families in a wealth management or investment consulting capacity
Experience in alternative investments, specifically private equity co-investments
Experience and knowledge in investment/wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments
Experience and knowledge in global capital markets, technical expertise across asset classes
Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution
Experience with alternative investment asset classes and concentrated equity positions preferred
Understanding of UHNW planning techniques and strategies preferred
Proficiency in Microsoft Office including Excel and PowerPoint
Strong organizational and project management skills
Must be very detail-oriented, with an ability to multi-task and handle multiple priorities
Exemplary verbal and written communication skills
Proactive & hard working with strong professional accountability
Qualifications
Undergraduate degree is required
Graduate degree, CFA, CAIA and other professional designations are preferred
FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 120 days of hire (additional licensing may be required)
Expected base pay rates for the role will be between 115,000 and 205,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Equal Employment Opportunity
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.