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Portfolio Management Associate POSITION SUMMARY: The Portfolio Management Associate works with a Portfolio Manager(s) with at least $100 million PM/GPMor 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 withor 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
Minimum of 5 years of post-high school education and/or work experience in a field relevant to the position required
Four-year college degree or professional certification preferred
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 dual-report to a Group Director
Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Primary Location: Americas-United States of America-Illinois-Chicago Work Locations: Job: Wealth Management Organization: Morgan Stanley Job Posting: Dec 12, 2019
