UMA Portfolio Manager

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 $300 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 Stanley’s Financial Advisors and their clients.

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 Manager’s strategy, answering model delivery questions, assisting in accessing trade execution and account analytics information) Work closely with the Trade Solutions trading desk team

• 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 ETF’s Domestic Mutual Funds Interval Funds FA/Client Service One Point of Contact FA and Client Conference Calls Portfolio Reviews

• Bachelor's in Accounting, Finance, or Business Management required or Equivalent to degree with business related coursework.
• 3 to 5 years of investment experience
• 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

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve 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 - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless…