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 :

Education and / or Experience

Knowledge / Skills

Job Description

Reports to :

What You Can Expect From Morgan Stanley :

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their 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 about the business for those who show passion and grit in their work.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).