Senior Portfolio Manager, UHNW OCIO

711 MS Smith Barney, LLC; New York (NY); On-site; USD 115,000 - 205,000; Full time

Job summary

Morgan Stanley's Outsourced Chief Investment Office (OCIO) division seeks an experienced investment professional to build and manage portfolios for UHNW and multi-family office clients in New York. You will oversee asset allocation, manager selection, and risk management across multiple asset classes, while educating clients on sophisticated planning techniques.

The role requires 6–8 years in wealth management or investment consulting, with strong knowledge of tax, trust, and estate planning,

Qualifications

• 6-8 years of investment-related experience serving individuals and families in wealth management or investment consulting.
• Solid understanding of tax, trust, and estate planning is desirable.
• Experience in modeling UHNW planning, including advanced planning and tax management strategies.
• Familiarity with investment/wealth management platforms and vehicles (mutual funds, ETFs, separate accounts, etc.).

Responsibilities

• Build and manage client portfolios for OCIO UHNW and SFO clients, including asset allocation, manager selection, portfolio construction, risk management, and monitoring.
• Educate clients on basic and leveraged gifting techniques in UHNW planning.
• Understand downstream implications of UHNW planning for holistic asset allocation and cash flows.
• Engage with clients to perform discovery, draft investment policy statements, provide quarterly reporting, and other OCIO tasks.
• Ensure smooth administration and operations with custodians and trading, reporting, and client cash flows.
• Collaborate with internal advisors and business development to win new clients and raise assets.
• Create commercial intellectual capital for client interactions and proposals.

Skills

UHNW planning

Tax planning

Portfolio management

Asset allocation

Investment policy statements

Client discovery

Financial reporting

Microsoft Office (Excel/PowerPoint)

Communication skills

Project management

Education

Undergraduate degree (required)

Graduate degree / CFA / CAIA (preferred)

FINRA Series 7 and 66 (required after hiring)

Tools

Microsoft Office

Excel

PowerPoint

Job description

Morgan Stanley's Outsourced Chief Investment Office (OCIO) division seeks an experienced investment professional to build and manage portfolios for UHNW and multi-family office clients in New York. You will oversee asset allocation, manager selection, and risk management across multiple asset classes, while educating clients on sophisticated planning techniques.

The role requires 6–8 years in wealth management or investment consulting, with strong knowledge of tax, trust, and estate planning,