Portfolio Management Associate
- Employer
- Morgan Stanley USA
- Location
- New York, USA
- Salary
- Competitive
- Closing date
- Mar 22, 2019
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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POSITION SUMMARY:
The Portfolio Management Associate works with a Portfolio Manager(s) with at least $100 million PM/GPMor CP assets or more than 150 PM/GPM accounts with PM/GPM assets greater than $50 million to carry out the job responsibilities outlined below.
DUTIES and RESPONSIBILITIES:
Qualifications:
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Knowledge/Skills
REPORTS TO:
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
The Portfolio Management Associate works with a Portfolio Manager(s) with at least $100 million PM/GPMor CP assets or more than 150 PM/GPM accounts with PM/GPM assets greater than $50 million to carry out the job responsibilities outlined below.
DUTIES and RESPONSIBILITIES:
- Regularly meets with clients to discuss investment strategy options and perform market reviews withor on behalf of the Financial Advisor
- Manages clients' estate, trust, retirement and insurance objectives with the Financial Advisor
- Develops marketing and seminar material and helps distribute targeted presentations to clients on behalf of the Financial Advisor
- Screens new client prospects that are developed through leads and referrals to determine suitability for addition to group
- Makes asset allocation recommendations to the group and sets up the portfolio in conjunction with the Financial Advisor
- Critically examines current holdings to evaluate if portfolio action is warranted
- Proactively evaluates and upgrades platforms for the Portfolio Management Group and maintains all hardware; implements decisions by using MATES or CP trading Platform or other Firm's online technologies to input trades
- Determines scope of and performs necessary database and internet research and screening and produces monthly or quarterly reports using proprietary software
- Attends research meetings
- Complies with all industry rules and regulations and Firm policies
Qualifications:
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
- Minimum of 5 years of post-high school education and/or work experience in a field relevant to the position required
- Four-year college degree or professional certification preferred
- Active Series 7, 63 and 65 or Series 7 and 66
- Additional product licenses may be required
Knowledge/Skills
- Proficient in applicable software applications
- Financial industry and product knowledge
- Successful completion of Portfolio Management Coursework and CFA (Chartered Financial Analyst) designation
- Ability to interact and communicate effectively with colleagues and clients
- Excellent written and verbal communication skills
REPORTS TO:
- Business Service Manager with potential dual-report to a Group Director
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
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