VP, Hedge Fund Portfolio Architect

Socket.dev; New York (NY); On-site; USD 115,000 - 205,000; Full time

Job summary

Morgan Stanley is seeking a senior professional to lead hedge fund and liquid alts portfolio solutions within OCIO and MSFO client portfolios. The role emphasizes sourcing, due diligence, strategy allocation, manager selection, sizing, liquidity design, and risk management for sophisticated clients.

The position requires extensive experience in hedge funds, strong analytical capabilities, and the ability to translate complex concepts into clear client recommendations.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• 7+ years of investment‑related experience with a significant focus on hedge funds or allocator‑oriented roles.
• Demonstrated experience sourcing hedge fund managers and conducting institutional‑quality due diligence.
• Demonstrated experience building customized hedge fund portfolios, including allocation and sizing.
• Strong analytical, communication, and client‑facing skills.

Responsibilities

• Serve as a subject matter expert and portfolio manager for hedge funds and liquid alts within OCIO/MSFO client portfolios.
• Source, evaluate, and conduct due diligence on hedge fund managers across strategies.
• Maintain and expand a network across the hedge fund ecosystem.
• Build customized hedge fund portfolios for institutional and UHNW clients.
• Evaluate hedge fund portfolios within total client asset allocation.
• Partner with client segments and advisors on mandates, reviews, and proposals.
• Prepare analyses, market updates, and client‑facing materials.

Skills

Hedge funds

Due diligence

Portfolio construction

Asset allocation

Client communications

Quantitative analysis

Education

Bachelor's degree in Finance/Economics/Business

CFA/CAIA or MBA (preferred)

Tools

Bloomberg

Excel

FactSet

Python

VBA

APIs

Job description

Morgan Stanley is seeking a senior professional to lead hedge fund and liquid alts portfolio solutions within OCIO and MSFO client portfolios. The role emphasizes sourcing, due diligence, strategy allocation, manager selection, sizing, liquidity design, and risk management for sophisticated clients.

The position requires extensive experience in hedge funds, strong analytical capabilities, and the ability to translate complex concepts into clear client recommendations.