Head of OCIO Insurance - Global Investment Office, Executive Director

About the role

The Outsourced Chief Investment Officer (“OCIO”) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.). This role will lead the buildout of Morgan Stanley’s OCIO insurance proposition.

Responsibilities

• Own the insurance OCIO solution roadmap: define target segments (P&C, life, health, reinsurance, captives/risk retention groups), value prop, model portfolios, constraints, guidelines, and implementation playbooks.
• Translate insurance constraints into portfolios (ALM, liquidity, capital charges, ratings, duration/cash-flow, surplus optimization).
• Develop advisor resources: training, pitch materials, diagnostic questionnaires, IPS templates, and proposal toolkits tailored to insurance asset pools.
• Partner cross-functionally with product, research, trading/implementation, risk, legal/compliance, and ops to industrialize the offering.
• Manage client portfolios' asset allocation and manager selection as well as risk management and monitoring within insurance regulatory/accounting constraints.
• Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, etc.
• Oversee operational excellence for insurance OCIO accounts in partnership with trading, reporting, and custody partners.
• Create institutional content such as white papers for advisors to use with clients and prospects to engage on topics related to the areas of expertise.

Qualifications

• 12+ years’ experience building out solutions and servicing institutional insurance assets in an asset management or investment consulting capacity.
• Demonstrated expertise advising or managing portfolios for insurance asset pools, including liquidity and collateral considerations.
• Deep working knowledge of insurance regulatory capital and reporting frameworks (e.g., NAIC/RBC, statutory accounting; plus exposure to Bermuda/Solvency II/IFRS as relevant), and ability to translate constraints into portfolio construction and tradeoffs.
• Experience with ALM-informed portfolio design (duration/convexity, cash-flow matching, liquidity stress, surplus optimization).
• Experience and knowledge in investment platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments.
• Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution.
• Proficiency in Microsoft Office including Excel, PowerPoint, and Word.
• 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.

What You Can Expect From Morgan Stanley

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). The Firm's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.