WM Global Investment Office, Portfolio Manager (Bilingual) – UHNW International Team, Vice President
Morgan Stanley New York City, NY Internship 3/17/2026 $140k - $200k per year
Undergraduate with 5+ Years of Experience
Approval 98.5%•Total filings 951•New hires 266•
💎 Strong Sponsor
•FY 2025Job Description
Morgan Stanley is seeking an experienced professional to build and manage client portfolios for its Outsourced Chief Investment Officer group, focusing on international ultra-high-net-worth clients. The role involves portfolio management, client engagement, and collaboration with internal teams to drive business development.
Requirements
- 6-8 years of investment-related experience serving individuals and families in a wealth management or investment consulting capacity
- Fluent in Spanish; conversational in Portuguese is a plus
- Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution
- Experience and knowledge in investment/wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments
- Familiarity with global capital markets, with technical expertise across asset classes preferred
- Understanding of UHNW planning techniques and strategies for international clients
- Strong teamwork and collaboration skills to work effectively with cross-functional teams
- Strong organizational and project management skills
- Detail-oriented, with the ability to multitask and handle multiple priorities
- Exemplary verbal and written communication skills
- Proactive & hard working with strong professional accountability
- Proficiency in Microsoft Office, including Excel and Power Point
Responsibilities
- Build and manage client portfolios for OCIO’s International UHNW clients, including all asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasks
- Engage with Morgan Stanley Financial Advisors and clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space
- Ensure the smooth functioning of administrative and operational activities, including those involving trading and reporting
- Partner with internal advisors/consultants and OCIO’s business development team to win new clients and raise new assets
- 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
Benefits
- Morgan Stanley offers extensive benefits that support employees’ careers, health, finances, and families, including top-tier medical coverage, mental health support, generous parental leave, fertility and family-building benefits, and robust retirement and stock purchase plans. Employees also gain access to continuous learning and networking opportunities, volunteer and giving programs aligned with the firm’s values, and hundreds of lifestyle perks like discounted products, cultural and entertainment tickets, and commuter savings.
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