Investment Consultant Portfolio Manager Specialist
Share
Job Location:
Monthly Salary:
Posted on:
14 hours ago
Vacancies:
1 Vacancy
Job Summary
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)
- Supports Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies based on the clients investment objectives
- Lead meetings to discuss investment strategy options and performance
- Manage client interaction by participating and driving client prospecting and meetings
- Develops and over sees 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
- Makes asset allocation recommendations and sets up the portfolio within the Portfolio Management program.
- Critically examines and rebalances current portfolio holdings when necessary
- Reviews and develops recommendations as to the appropriate benchmarks for the current asset allocation
- This role will not sell manage or provide recommendations for any accounts outside of the firms Portfolio Management program (This includes but is not limited to the any other brokerage program or managed account programs that the firm may offer)
Education and/or Experience
- College degree or professional certification required
- 10 or more years of relevant work experience preferred
- Active Series 7 63 and 65 or Series 7 and 66 or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy
- Additional product licenses may be required
- Minimum of 5 years FINRA Registration preferred
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 and dotted line to the Assistant Complex Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 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:
Manager
Key Skills
- Sales Experience
- Trusts
- Financial Services
- Investment Experience
- Military Experience
- Banking
- Securities Law
- Relationship Management
- Customer relationship management
- RMF
- Financial Planning
- Wills
About Company
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1, ... View more
