Portfolio Management Associate

Portfolio Management Associate

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:

• 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:

• 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 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

Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024