UHNW OCIO Portfolio Leader VP
financerolesNew York, NY
UHNW OCIO Portfolio Leader VP
L5
financerolesNew York, NY10 days ago
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMorgan 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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Level
SeniorL5
Location
New York, NY
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
10 days ago
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