Portfolio Management Associate

Overview

Portfolio Management Associates provide exceptional service to our clients and support Financial Advisors (FAs) and Private Wealth Advisors (PWAs) on a daily basis. They assist with developing financial plans and investment strategies based on client goals, maintaining a client-first mindset, and delivering an exceptional client experience. This role requires an in-depth understanding of market conditions, trends, and the overall economic outlook.

• Portfolio Management & Business Development:
  At the direction of the FA/PWA/team, enter new or adjust existing asset allocations.
• Prepare and review client reports from firm-approved systems for existing or prospective clients, at the request of the client and/or FA/PWA/team.
• Assist with research using firm-approved systems, at the request of the client and/or FA/PWA/team.
• Participate in existing client and/or prospective client meetings, representing the service lens, at the request of FA/PWA/team.
• Update clients’ estate, trust, retirement, and insurance objectives as directed by the client or FA/PWA/team.
• Review new client prospects developed through leads and referrals in relation to the FA/PWA/team’s client service model.
• execute against all clerical elements of digital and in-person marketing strategies (conferences, seminars or webinars, websites, social media, and regular email connectivity) as directed by FA/PWA/team.
• Provide feedback and suggest upgrades to Portfolio Management business partners on firm-approved tools and resources.

• Education and/or
  
  Experience:
  
  2+ years in a field relevant to the position; a four-year college degree or professional certification preferred.
• Licenses:
  Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required; additional product licenses may be required.
• Knowledge/
  
  Skills:
  
  Knowledge of financial services products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts); technically proficient with new and updated platforms; detail-oriented with strong organizational skills; expert in MS Office (especially Excel) and internet applications; exceptional writing, interpersonal, and client service skills; strong time management; team player with the ability to collaborate; ability to work in a fast-paced, evolving environment; adaptable with the ability to multi-task;
  
  goal-oriented, self-motivated, and results-driven.

Business Service Officer

At Morgan Stanley, we raise, manage and allocate capital for our clients, and we strive to do so in a differentiated way. We are committed to diversity and inclusion, and we offer comprehensive employee benefits and opportunities to move within the organization. We encourage you to learn more about our offices and benefits through official channels.

Salary range for the position: $75,000 to $125,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component.

Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and other insurance plans, Paid Time Off (including Sick Leave as per state and local law, Parental Leave and vacation days), 10 paid holidays, 401(k), and Short/Long Term Disability, among others. For more information, please visit our official benefits site.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a diverse workforce. Our recruiting efforts reflect a culture of inclusion, where individuals are hired, developed, and advanced based on skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate.

For more information about our equal opportunity policies, please visit our official careers page.