WM OCIO, Institutional Portfolio Solutions – Alternative Products Specialist - Vice President

Position Overview Morgan Stanley is a leading global financial services firm providing investment banking, securities, investment management, and wealth management services to a broad client base, including corporations, governments, institutions, families, and individuals. The Firm’s employees serve clients worldwide in 42 countries. As a market leader, the talent and passion of our people are critical to our success. Together, we share a common set of values rooted in integrity, excellence, and a strong team ethic. Morgan Stanley provides a superior foundation for building a professional career — a place for people to learn, achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture. Morgan Stanley Outsourced Chief Investment Office, or OCIO, and Morgan Stanley Family Office, or MSFO, partner with Morgan Stanley Financial Advisors across all channels to deliver portfolio management solutions to clients of Morgan Stanley Wealth Management. Position Summary The Institutional Portfolio Solutions, or IPS, team is uniquely situated between two fast-growing and strategically important client channels within Morgan Stanley Wealth Management: OCIO and MSFO. These programs partner with Financial Advisors to offer discretionary and non-discretionary portfolio management services to institutional and private clients, including defined benefit plans, endowments, foundations, ultra-high-net-worth families, family offices, and other sophisticated investors. The IPS team provides customized portfolio solutions across alternative and liquid investments and is responsible for making recommendations on portfolio construction, asset allocation, and manager selection across a broad spectrum of asset classes. This Vice President role will focus primarily on  alternative investments (hedge funds and private markets) . The successful candidate must have significant experience in  both : Sourcing, evaluating, and conducting due diligence on alternatives managers  across multiple asset classes (hedge funds, private equity, private credit, private real assets, etc.); and Constructing customized hedge fund and private markets portfolios  for institutional, family office, ultra-high-net-worth, or other sophisticated client portfolios. The role requires the ability to identify compelling alternatives opportunities, evaluate managers through an institutional-quality due diligence process, and translate those views into client-specific portfolio recommendations across strategy allocation, manager selection, sizing, liquidity profile, risk management, and implementation sequencing. Candidates with experience only in manager research or only in asset allocation / portfolio construction are unlikely to be a fit for this role. Core Responsibilities Serve as a subject matter expert and portfolio manager for alternative investments within OCIO and MSFO client portfolios Source, evaluate, and conduct due diligence on managers across alternatives strategies Maintain and expand a relevant network across the alternatives ecosystem, including investment managers, allocators, consultants, prime brokerage contacts, capital introduction teams, and other market participants Build customized alternatives portfolios for institutional, family office, ultra-high-net-worth, and other sophisticated clients, including recommendations on strategy allocation, manager selection, position sizing, liquidity profile, implementation sequencing, and portfolio-level risk management Evaluate portfolios in the context of total client asset allocation, including public markets, private markets, liquidity needs, concentration risks, client-specific constraints, and existing portfolio exposures Partner with OCIO and MSFO client segment teams and Financial Advisors to support prospective and existing client engagements, including new mandate opportunities, portfolio reviews, investment proposals, and client-specific alternatives recommendations Participate in recurring OCIO and MSFO investment meetings to discuss asset allocation, alternatives market views, manager selection, portfolio positioning, forward pipeline opportunities, and potential portfolio changes Prepare investment analyses, manager recommendations, market updates, portfolio reviews, and client-facing materials related to private markets and hedge fund allocations Monitor performance, exposures, liquidity, risk characteristics, factor sensitivities, attribution, manager-specific developments, and portfolio-level contributions across OCIO and MSFO client allocations Actively participate in meetings with external managers and represent OCIO/MSFO in manager diligence, portfolio monitoring, and pipeline review discussions Help drive strategic initiatives to enhance alternatives portfolio construction, manager research, analytics, reporting, and implementation capabilities across OCIO and MSFO Liaise with key internal stakeholders, partner groups, and control functions to support business initiatives, investment implementation, governance processes, and client solutions Develop, enhance, or automate analytical tools, financial models, reporting processes, and data workflows to support due diligence, portfolio construction, monitoring, and reporting Required Qualifications Bachelor’s degree in Finance, Economics, Business Administration, or a related field 7+ years of investment-related experience with a significant focus on alternatives, preferably at a fund of funds, OCIO platform, institutional investment consultant, endowment, foundation, family office, alternative investment platform, or other allocator-oriented investment organization Demonstrated experience sourcing alternative managers and maintaining a relevant network across the manager universe Demonstrated experience conducting institutional-quality due diligence, including analysis of investment process, portfolio construction,