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OCIO/MSFO Alternative Investment Solutions – Vice President – Global Investment Office
| Company | Morgan Stanley |
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| Location | New York, NY, USA |
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| Salary | $140000 – $200000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- 5+ years of investment-related experience in alternative investments, preferably at a Fund of Funds, family office, or in an investment-related function at an alternative asset management firm
- Firm understanding of global capital markets, asset management industry, and the alternative investment landscape
- Understanding of portfolio management concepts including asset allocation, modern portfolio theory, portfolio construction, manager selection, risk management, and performance analysis
- Advanced skills in Excel (read, write, interpret, and audit VBA); experience with macros, Factset, Bloomberg, API
- Must be very detail-oriented with an ability to multi-task
- Undergraduate degree is required
- FINRA Series 7, SIE and 66 (or 63 and 65) licenses required, or willingness to obtain within 180 days of hire (additional licensing may be required)
Responsibilities
- Serve as a subject matter expert for liquid and private market alternative investments (private equity, private credit, real assets, and hedge funds) and assist in building alternative allocations within client portfolios; illustrating domain expertise in portfolio construction and asset allocation
- Engage in prospective and existing client interactions; partner with client segment teams and financial advisors to win new client mandates
- Participate in OCIO and MSFO’s regularly occurring meetings to discuss asset allocation/portfolio management, manager selection, and forward pipeline opportunities; responsibilities will include preparing updated market views and investment analyses, participating in portfolio reviews, and presenting potential portfolio ideas/changes
- Track and regularly report liquid alternatives and private markets fund performance and exposures for OCIO/MSFO client allocations and other high priority Morgan Stanley alternative investment focused products
- Aid in the sourcing of alternative investment ideas and manager due diligence for institutional caliber alternatives offerings (screening, taking part in manager calls/meetings, etc.)
- Actively participate in meetings with external investment managers
- Help drive business initiatives and liaise with key stakeholders across partner groups and control functions
- Work on strategic projects to further develop alternatives capabilities within the division as well as to enhance OCIO and MSFO capabilities and value-proposition
- Automate data workflows, build financial models and custom analytical tools
Preferred Qualifications
- Graduate degree, CFA, and other professional designations are preferred
Benefits
No information provided on Benefits.
