New York, New York, United States of America
Posted 2 days ago

Morgan Stanley’s Outsourced Chief Investment Office (OCIO), part of the WM Global Investment Office, provides portfolio management to clients of Morgan Stanley Wealth Management. 

OCIO partners with Morgan Stanley Advisors and Consultants, across all client channels, to offer portfolio management services to both institutional and individual clientele (e.g. Foundations, Endowments, Retirement Plans, UHNW Individuals, and Family Offices).

OCIO is looking for an investment analyst to join the Defined Benefit and Defined Contribution client segment team. This individual should have some experience in servicing the investment portfolios of pensions, corporations, and other institutional accounts.


•    Assist Senior Investment Officers to build and manage client portfolios for OCIO’s defined benefit (DB) and defined contribution (DC) clients
•    From asset allocation and manager selection to risk management and monitoring; including the use of liability-driven investing and total-return strategies
•    Coordinate with clients to secure relevant actuarial information to complete asset-liability and related studies and integrate results into investment strategies and asset allocation
•    Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the DB/DC space
•    Ensure the smooth functioning of administrative and operational activities, including those involving outside custodians and trading, reporting, and client cash flows
•    Partner with internal advisors and consultants to win new clients and raise new assets
•    Along with other subject matter experts, create institutional whitepapers for advisors to use with clients and prospects to engage on topics related to the areas of expertise

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WM Global Investment Office - OCIO - Investment Analyst - Defined Benefit & Defined Contribution