Portfolio & Trading Solutions – Portfolio Management, Vice President

At Morgan Stanley our Investment Advisory Solutions team helps clients make the most of their money. We manage over $3 Trillionin assets and are known for delivering innovative personalized investment strategies. Our team blends cutting-edge tools with personal guidance to help financial advisors and their clients reach their goals with confidence.

The Portfolio & Trading Solutions team within Investment Advisory Solutions provides investment products portfolio management services and customized managed solutions for advisory programs including Select UMA - the industry-leading Unified Managed Accounts program. 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.

Why Join Us

With more than $280 billion already under management Morgan Stanleys Tax Managed investment business is one of the most innovative and fast-growing areas of Investment Advisory Solutions focused on helping clients keep more of what they earn by minimizing unnecessary taxes and maximizing after-tax returns. This is your chance to be part of a highly specialized team that makes a direct difference in clients financial lives.

What Youll Do

As a Portfolio Manager on our Tax-Managed Investing team youll be at the heart of the actioncombining strategy problem-solving and client engagement. Your role will include:

Bringing ideas to life: Managing Portfolios and trade generation in a tax efficient way to help clients grow wealth while minimizing tax costs.

Partnering with advisors: Working directly with financial advisors to design strategies select investments and build portfolios that fit each clients needs.

Making complex simple: Explaining tax-smart investing solutions in a clear approachable way to advisors and clients.

Safeguarding success: Monitoring portfolios closely and managing risk across accounts and businesses to ensure clients stay on track with their financial goals.

Building relationships: Joining meetings and calls with advisors to support their clients and uncover new opportunities.

Staying ahead of the curve: Keeping up with the latest investment research trends and strategies so you can bring fresh ideas to the table.

• Supporting the continued development and enhancement of our proprietary trading system including creating strategy presentations and coordinating delivery of technology solutions with various internal stakeholders
• Assisting Financial Advisors with asset allocation appropriate investment selection and portfolio construction
• Creating and curating marketing materials for Tax Management and other business areas under the Managed Solutions organization
• Design and develop PowerPoint presentations and other materials for Financial Advisor and home office presentations
• Presenting Tax Management solutions for specialized situations to Financial Advisors and clients

Qualifications:

• Bachelors Degree required. B.S. in Accounting Finance or Business Management preferred
• At least 7 years of professional experience Financial Services in a wealth management/portfolio management capacity preferred
• 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 (alternatively both 63 and 65) designations a must
• Former portfolio management experience with tax efficiency a plus
• Proactive with flexibility to learn multiple business disciplines

Why Youll Love It Here:

• Youll be making a real impact by helping clients keep more of what they earn.
• Youll work in a collaborative environment where your ideas are valued and your voice matters.
• Youll gain exposure to cutting-edge investment strategies and work alongside some of the most talented professionals in the industry.
• Youll have opportunities to grow your career expand your expertise and take on increasing responsibility.

This is more than just portfolio managementits about being a trusted partner problem solver and innovator for our clients!

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.

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Expected base pay rates for the role will be between $115000 and $190000 per year at thecommencement of employment. However base pay if hired will be determined on an individualized basis and isonly part of the total compensation package which depending on the position may also include commissionearnings incentive compensation discretionary bonuses other short and long-term incentive packages andother Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion where individuals are hired developed and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate bringing a variety of backgrounds talents perspectives and experiences.

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