Portfolio Management Associate

Expiring today

Employer
Morgan Stanley
Location
Florence-Graham, USA
Salary
Competitive
Posted
Sep 17, 2019
Closes
Oct 14, 2019
Ref
6534223
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
PWM Portfolio Management Associate
POSITION SUMMARY:

The Private Wealth Management Portfolio Management Associate works with a Portfolio Manager(s) with at least $100 million PM/GPM or 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 with or 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 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
  • Attends research meetings
  • Complies with all industry rules and regulations and Firm policies

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience
  • Four-year college degree or professional certification required
  • Minimum of 5 years of post-high school education and/or work experience in a field relevant to the position
  • 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 dotted line to a Group Director

Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V

Primary Location: Americas-United States of America-California-Los Angeles
Work Locations:
Job: Wealth Management
Organization: Morgan Stanley
Job Posting: Sep 9, 2019

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