Senior Pension Portfolio Strategist

Morgan Stanley; Purchase (NY); On-site; USD 115,000 - 205,000; Full time

Job summary

Morgan Stanley in Purchase, NY seeks a Portfolio Manager for the OCIO group to build and manage client portfolios, oversee asset allocation and manager selection, and develop liability-driven investing strategies.

5+ years in servicing institutional accounts is required; strong knowledge of capital markets and portfolio management concepts is essential. Collaboration with Financial Advisors to grow assets and prepare client reporting is expected.

Qualifications

• 5+ years’ experience servicing pensions, corporations, and other institutional accounts
• Experience and knowledge in investment/wealth management platforms (mutual funds, ETFs, separate accounts, alternatives)
• Strong knowledge of global capital markets and asset classes
• Proficiency in portfolio management concepts including modern portfolio theory, asset allocation, risk management and performance attribution

Responsibilities

• Serve as Portfolio Manager to build and manage client portfolios for OCIO’s Pension clients
• The Portfolio Manager will be responsible for client portfolios’ asset allocation and manager selection as well as risk management and monitoring
• Develop liability-driven investing and total-return strategies
• Coordinate with clients to secure actuarial information to complete asset-liability studies and integrate results into investment strategies
• Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting
• Ensure the smooth functioning of administrative and operational activities, including outside custodians and trading, reporting, and client cash flows
• Partner with Financial Advisors and consultants to win new clients and raise new assets
• Create institutional content such as white papers for advisors to use with clients and prospects

Job description

Morgan Stanley in Purchase, NY seeks a Portfolio Manager for the OCIO group to build and manage client portfolios, oversee asset allocation and manager selection, and develop liability-driven investing strategies.

5+ years in servicing institutional accounts is required; strong knowledge of capital markets and portfolio management concepts is essential. Collaboration with Financial Advisors to grow assets and prepare client reporting is expected.