Skip to main content

This job has expired

You will need to login before you can apply for a job.

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
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:
  • 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
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience
  • 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
Knowledge/Skills
  • 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
REPORTS TO:
  • Complex Business Service Officer and a dotted line to the Business Service Manager
Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V
Primary Location: Americas-United States of America-Florida-Boca Raton
Work Locations:
Job: Wealth Management
Organization: Morgan Stanley
Job Posting: Sep 6, 2019

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