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Portfolio Management Associate

Company: Morgan Stanley
Location: Roseville
Posted on: May 14, 2022

Job Description:

Position Summary The Portfolio Management (PM) Associate is an integral member of a Wealth Management team who assists Financial Advisors / Private Wealth Advisors with developing financial plans and investment strategies based on client goals. The Portfolio Management Associate creates a consistent and positive client experience to help ensure all commitments are completed and delivered in a timely manner. This role requires an in-depth understanding of market conditions, trends and overall economic outlook in order to provide both client and portfolio management support to the team. DUTIES And RESPONSIBILITIES Portfolio Management & Business Development: Makes asset allocation recommendations to the group and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor Proactively evaluates and upgrades platforms for the Portfolio Management Group; implements decisions by using the LYDIA trading platform Determines scope of and performs necessary database and internet research, screenings, and produces monthly or quarterly reports using proprietary software Critically examines current holdings to evaluate if portfolio action is warranted Attends research meetings Client Support Regularly meets with clients to discuss investment strategy options and perform market reviews with or on behalf of the Financial Advisor / Private Wealth Advisor Manages clients--- estate, trust, retirement, and insurance objectives with the Financial Advisor / Private Wealth Advisor Screens new client prospects that are developed through leads and referrals to determine suitability for addition to group Develops marketing and seminar material and helps distribute targeted presentations to clients on behalf of the Financial Advisor / Private Wealth Advisor EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS Education and/or Experience 5 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) Additional product licenses may be required Knowledge/Skills Enjoys working with people and solving problems Effective written and verbal communication skills Proficient in applicable software applications Knowledge of financial industry and investment products preferred Successful completion of Portfolio Management Coursework or holds the CFA designation Strong understanding of applicable compliance rules, regulations and firm policies Detail-oriented with superior organizational skills and ability to prioritize tasks Able to work independently and effectively on a team Ability and interest in working in a fast-paced, evolving environment Reports To Business Service Officer Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Posting Date May 6, 2022 Primary Location Americas-United States of America-California-Roseville Job Wealth Management Employment Type Full Time Job Level Non-Exempt

Keywords: Morgan Stanley, Roseville , Portfolio Management Associate, Executive , Roseville, California

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