WM Global Investment Office – Investment Officer – Multi-Family Office Group

Full Job Description

WM Global Investment Office – Investment Officer – Multi-Family Office Group

Job Number:


POSTING DATE: Sep 24, 2021

PRIMARY LOCATION: Americas-United States of America-New York-New York

EDUCATION LEVEL: Bachelor’s Degree

JOB: Wealth Management


JOB LEVEL: Executive Director


Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Morgan Stanley Multi-Family Office (“MSFO”) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to family office clients of Morgan Stanley Wealth Management.


Build and manage client portfolios for Single Family Office clients

Including all asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasks

Experience with alternative asset classes and concentrated equity positions preferred

Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space

In collaboration with other subject matter experts; create commercial intellectual capital for use with clients and prospects to engage on topics related to the areas of expertise

Work with the research teams to provide clients with periodic market and portfolio update

Prepare portfolio allocation and performance reports and Investment Committee presentations


Knowledge and skills:

10+ years of investment-related experience serving individuals and families in a wealth management or investment consulting capacity

Experience and knowledge in investment/ wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments

Experience and knowledge in global capital markets, technical expertise across asset classes preferred

Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution

Understanding of UHNW planning techniques and strategies preferred

Proficiency in Microsoft Office including Excel, PowerPoint, and Access

Strong organizational and project management skills

Must be very detail-oriented, with an ability to multi-task and handle multiple priorities

Exemplary verbal and written communication skills

Proactive & hard working with strong professional accountability


Undergraduate degree is required

Graduate degree, CFA, CAIA and other professional designations are preferred

FINRA Series 7 and 66 is required after hiring (additional licensing may be required)

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