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UHNW OCIO Portfolio Leader VP

L5

financerolesNew York, NY10 days ago
Morgan Stanley in New York is seeking an experienced professional to build and manage client portfolios for OCIO UHNW and Single Family Office clients. You will lead asset allocation, manager selection, portfolio construction, risk management and ongoing monitoring. You will educate clients on gifting strategies in UHNW planning, understand downstream implications on asset allocation and cash flow, and collaborate with internal advisors to win new assets.
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Apply now (opens in a new tab)

Level

SeniorL5

Location

New York, NY

Occupation

Investment Fund Managers

Industry

Portfolio Management and Investment Advice

Posted

10 days ago

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