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Senior Portfolio Management Strategist
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-07-31
Listing for:
Socket.dev
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Morgan Stanley’s Portfolio Management team in Newport Beach seeks a senior Portfolio Manager Specialist to oversee investment strategy and asset allocation for clients.
You will work with the PM program to open advisory accounts, support advisors, lead strategy meetings, and ensure robust governance, reporting, and performance measures. The role emphasizes discretionary management within the PM program.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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