Morgan Stanley
Portfolio Manager – OCIO UHNW - Vice President
$115K–$205K
New York, New York · On-site · Director · Full-time · Posted Aug 28, 2026
- Experience
- 6–8 years of investment-related experience serving individuals and families in a wealth management or investment consulting capacity.
- Education
- Undergraduate degree required.
About the job
Manages discretionary investment portfolios for ultra-high-net-worth and single-family-office clients, covering portfolio construction, planning, client service, and business development.
What you'll do
- Build and manage portfolios, including asset allocation, manager selection, risk management, and monitoring.
- Engage clients on discovery, investment policy statements, reporting, and UHNW gifting and planning strategies.
- Coordinate operational activities and collaborate with advisors and business development teams to attract clients and assets.
What they ask for
- 6–8 years of investment-related experience serving individuals and families in wealth management or investment consulting.
- Undergraduate degree.
- FINRA Series 7 and 66 after hiring; additional licensing may be required.
- Proficiency in Microsoft Office, including Excel and PowerPoint.
Nice to have
- Experience with concentrated equity positions; familiarity with global capital markets and technical expertise across asset classes.
- Graduate degree, CFA, CAIA, or other professional designations; tax, trust, and estate-planning experience is highly desirable.
Pay
USD 115,000 to USD 205,000 per year (base salary)
Tools
Microsoft Office, Excel, PowerPoint, managed account platforms, mutual funds, ETFs, separate accounts
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