Portfolio Management Associate

Job Description POSITION SUMMARY Portfolio Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, they support FAs / PWAs/team with developing financial plans and investment strategies based on client goals. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role requires an in-depth understanding of market conditions, trends and overall economic outlook. DUTIES And RESPONSIBILITIES Portfolio Management & Business Development: At the direction of the FA/PWA/team, entering new or adjusting existing asset allocations At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports from firm-approved systems for existing or prospective clients At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens At the direction of the client or FA/PWA/team, making updates to clients’ estate, trust, retirement, and insurance objectives Reviewing new client prospects that are developed through leads and referrals in relation to the FA/PWA/team’s client service model At the direction of FA/PWA/team, executing against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity Providing feedback and suggesting upgrades to Portfolio Management business partners on firm-approved tools and resources EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS Education and/or Experience 2+ years of experience in a field relevant to the position required Four-year college degree or professional certification preferred Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Additional product licenses may be required Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Technically proficient and quick learner of new and updated platforms Detail oriented with superior organizational skills and ability to prioritize Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven Reports to Business Service Officer What You Can Expect From Morgan Stanley At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90years. Our values - puttingclients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’tjust beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than80,000 employees in1,200offices across42countries. At MorganStanleyyou’ll find an opportunity towork alongside the best and the brightest, in anenvironment where you are supported and empowered. Our teams are relentlesscollaborators and creative thinkers, fueledby their diverse backgrounds and experiences.We are proudto support our employees and your families at every point along their work‑life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move aboutthe business for those who show passion and grit intheirwork. Tolearn more about our offices across the globe, please copy and paste intoyour browser. Salary range for the position: $75,000 and $125,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. MorganStanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. MorganStanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: #J-18808-Ljbffr