Investment Consultant - Portfolio Manager Specialist
Investment Consultant - Portfolio Manager Specialist
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$ 50000 - 115000
1 Vacancy
Job Description
Job Description
Investment Consultant - Portfolio Manager Specialist
POSITION SUMMARY:
The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development maintenance and oversight of the investment strategy and asset allocation for clients serviced by the team. This role will work within the firms Portfolio Management program.
DUTIES AND RESPONSIBILITIES:
Leverage the firms Portfolio Management (PM) program to open investment advisory accounts and manage their investment strategy on a discretionary basis The Portfolio Management program is administered by the Portfolio Management Group (PMG) a sub- division of the Consulting Group (CG)
Support Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies based on clients investment objectives
Lead meetings to discuss investment strategy options and performance
Manage client interaction by participating and driving client prospecting and meetings
Develop and oversee investment functions including but not limited to the oversight of policies procedures reporting and performance metrics via firm approved resources the development of asset allocation models and implementation of strategy
Critically examine and rebalance current portfolio holdings when necessary
Review and develop recommendations as to the appropriate benchmarks for the current asset allocation
EDUCATION AND/OR EXPERIENCE
Minimum of bachelors degree or comparable professional certification required
10 or more years of relevant work experience preferred
Active Series 7 63 and must maintain investment adviser representative (RA) registration where required in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required Product and state licenses must be in parallel to Financial Advisors on the Team
Minimum of 3 years FINRA Registration required 5 years preferred
Morgan Stanley PM Certification If accepted as a candidate for this role individuals must complete the FA discretionary application and complete the required PM coursework prior to obtaining the designation
KNOWLEDGE/SKILLS
Financial industry and product knowledge
Effective written and verbal communication skills
Knowledge of applicable compliance rules and regulations and firm policies
REPORTS TO:
Branch Manager or Associate Market Manager
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
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 85 years. At our foundation are five core values putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back that guide our more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find trusted colleagues committed mentors and a culture that values diverse perspectives individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: 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.
Were committed to bringing passion and customer focus to the business.
Expected base pay rates for the role will be between $50000k and $115000k per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.
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:
Manager
Employment Type
Full-Time
