UMA Portfolio Manager, AVP

Portfolio Solutions Team
The Portfolio Solutions team provides investment products portfolio management services and Tax Management solutions for Consulting Group advisory programs including Select UMA - the industry-leading Unified Managed Accounts program with over $700 Billion in assets under management. The team offers a comprehensive unified approach to asset allocation manager selection account management trading and overall relationship management to Morgan Stanleys Financial Advisors and their clients.

Portfolio Management Position Summary
The primary role of the Portfolio Manager is to implement Investment Managers and Financial Advisors trade instructions for the UMA program. PMs work directly with the Investment Managers and Financial Advisors teams throughout the model delivery and trading process. (e.g. understanding Investment Managers strategy answering model delivery questions assisting in accessing trade execution and account analytics information) Work closely with the Trade Solutions trading desk team

Key Responsibilities:

• Implement Investment Manager models based on clients guidelines and program specifications (e.g. asset allocation specifications)
• Interact as a liaison between Investment Managers financial and Graystone advisors and clients
• Provide portfolio and individual account analysis portfolio construction implementation and daily management
• Manage and coordinate trade implementation and interact with trading team
• Participating in developing solutions and enhancements that drive business efficiencies and propel growth
• Daily account management based on client requests and program specifications (e.g. rebalancing thresholds)
• Provide customized services that include cash management restriction management custom asset allocation models portfolio rebalancing multiple-accounts coordination and gradual portfolio transitions.
• Service Financial Advisors by providing information about Investment Managers vehicle types and individual products
• Provide assistance to Financial Advisors Consulting Group Sales Directors and Consulting Group Sales Support Desk by communicating program details effectively and efficiently

Trade Execution

• Equity SMA portfolios
• ETFs
• Domestic Mutual Funds

FA/Client Service

• One Point of Contact
• FA and Client Conference Calls
• Portfolio Reviews
  

Qualifications

Bachelors in Accounting Finance or Business Management required or Equivalent to degree with business related coursework.
Knowledge of financial securities markets advisory programs and products as well as legal and regulatory requirements
Ability to deliver as an individual contributor while being a strong team player
Ability to adapt to a continually changing work environment while managing multiple priorities
Excellent communication skills in both verbal and written forms
Series 7 and 66 designations required or willingness to obtain within 90 days of hire
Ability to work international business trading hours

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.

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Expected base pay rates for the role will be between $85000 and $135000 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).