Associate Portfolio Management Director
- Employer
- Morgan Stanley
- Location
- Boca Raton, USA
- Salary
- Competitive
- Closing date
- Sep 19, 2019
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
You need to sign in or create an account to save a job.
Portfolio Management Associate Director POSITION SUMMARY: The Portfolio Management Associate Director works with Portfolio Management certified Financial Advisors who have earned the Senior Portfolio Management Director title in executing the responsibilities outlined below. DUTIES and RESPONSIBILITIES:
Primary Location: Americas-United States of America-Florida-Boca Raton
Work Locations:
Job: Wealth Management
Organization: Morgan Stanley
Job Posting: Sep 6, 2019
- Supports Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies for clients
- Accompanies Financial Advisor to meetings to discuss investment strategy options and performs market reviews
- Manages clients estate, trust, retirement, and insurance objectives with the Financial Advisor
- Develops marketing and seminar materials 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 PM trading platforms or other Firms 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
- Leads research meetings
- Identifies swap opportunities
- Conducts credit research and develops valuation models
- Complies with allindustry rules and regulations and Firm policies
- Minimum of 10 years of post-high school education and/or work experience in a field relevant to the position required
- Advanced degree or professional certification preferred (e.g. former attorney, CPA, extensive background in financial services)
- Active Series 7, 63 and 65, or Series 7 and 66
- Additional product licenses may be required
- Strong compliance record
- Strong written and verbal communication skills
- Strong knowledge of applicable compliance rules and regulations and firm policies
- Knowledge of financial industry / products
- Proficient in applicable software applications
- Successful completion of the Portfolio Management Coursework or holds the CFA designation
- Complex Business Service Officer and a dotted line to the Business Service Manager
Primary Location: Americas-United States of America-Florida-Boca Raton
Work Locations:
Job: Wealth Management
Organization: Morgan Stanley
Job Posting: Sep 6, 2019
You need to sign in or create an account to save a job.
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert