Portfolio Management Associate**
Portfolio Management Associate**
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Salary Not Disclosed
1 Vacancy
Job Description
Portfolio Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team they support FAs / PWAs/team with developing financial plans and investment strategies based on client goals. Leading with a client first mindset a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams this role requires an in-depth understanding of market conditions trends and overall economic outlook.
DUTIES and RESPONSIBILITIES
At the direction of the FA/PWA/team entering new or adjusting existing asset allocations
At the request of the client and/or FA/PWA/team preparing and reviewing various client reports from firm-approved systems for existing or prospective clients
At the request of the client and/or FA/PWA/team assisting with research using firm-approved systems
At the request of FA/PWA/team participating in existing client and/or prospective client meetings representing the service lens
At the direction of the client or FA/PWA/team making updates to clients estate trust retirement and insurance objectives
Reviewing new client prospects that are developed through leads and referrals in relation to the FA/PWA/teams client service model
At the direction of FA/PWA/team executing against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars websites social media and regular email connectivity
Providing feedback and suggesting upgrades to Portfolio Management business partners on firm-approved tools and resources
EDUCATION EXPERIENCE KNOWLEDGE and SKILLS
Education and/or Experience
2 years of experience in a field relevant to the position required
Four-year college degree or professional certification preferred
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Additional product licenses may be required
Knowledge/Skills
Knowledge of financial services products including but not limited to equities bonds options mutual funds annuities insurance and managed accounts
Technically proficient and quick learner of new and updated platforms
Detail oriented with superior organizational skills and ability to prioritize
Expert knowledge of basic personal computer MS Office (particularly MS Excel) and internet applications
Exceptional writing interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced evolving environment
Adaptable and ability to multi-task
Goal oriented self-motivated and results driven
Reports to
Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe please copy and paste into your browser.
Morgan Stanleys 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.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Required Experience:
IC
Employment Type
Full-Time
