Senior Portfolio Strategy & Management Specialist
Listed on 2026-10-06
-
Finance & Banking
Portfolio & Asset Management
Morgan Stanley seeks a senior Portfolio Manager Specialist to join a FA/PWA team, responsible for developing and overseeing investment strategy and asset allocation for clients served by the team. The role operates within the firm’s Portfolio Management program and supports Financial Advisors with sophisticated PM solutions.
The position emphasizes leading client meetings, analytics, and ensuring robust governance of investment functions including policies, reporting, and performance metrics.
This is a strong opening to take on the Senior Portfolio Strategy & Management Specialist role at 711 MS Smith Barney, LLC.
Join 711 MS Smith Barney, LLC and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Portfolio Strategy & Management Specialist role at 711 MS Smith Barney, LLC, based in Newport Beach, CA, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).