OCIO RFP Writer - AVP/VP

Job description

Position Summary The Outsourced Chief Investment Office (OCIO) partners with Morgan Stanley Financial Advisors across all channels to offer discretionary portfolio management services to institutional and private clients (Endowments, Foundations, Corporate & Public Retirement Plans, Family Offices and Ultra-High Net-Worth) of Morgan Stanley Wealth Management. The OCIO Business Development team is seeking an experienced professional to lead the development of high-impact proposals for OCIO mandates serving endowments and foundations. This role is central to winning institutional mandates and the ideal candidate has excellent writing skills, strong project management abilities, and knowledge of institutional investment management. Qualifications: - Analyze RFI/RFP documents to understand client requirements, evaluation criteria and submitting guidelines - Lead and coordinate the proposal development process from kickoff to submission - Write, edit and format high-quality proposal content, ensuring clarity, consistency, and compliance - Craft compelling, tailored narratives that clearly communicate OCIO capabilities, including asset allocation, manager selection, portfolio constructio...