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Senior Portfolio Management Strategist

Job in Newport Beach, Orange County, California, 92659, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 68000 - 120000 USD Yearly USD 68000.00 120000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley in Newport Beach, CA seeks a senior Portfolio Manager Specialist to develop, maintain and oversee investment strategy and asset allocation for clients on the Portfolio Management program.

Responsibilities include opening advisory accounts, analyzing portfolios, leading strategy discussions, and driving client meetings while ensuring PM policies, reporting and performance metrics are followed.

Join us at Morgan Stanley as our next Senior Portfolio Management Strategist in Newport Beach, CA, United States.

Consider building your career as a Senior Portfolio Management Strategist at Morgan Stanley.

The Senior Portfolio Management Strategist position in the Finance field is open for applications.

We have an opening for a Senior Portfolio Management Strategist in Newport Beach, CA, United States within Finance.

This role, Senior Portfolio Management Strategist at Morgan Stanley, could be your next move.

Position Requirements
10+ Years work experience
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