Ms
Portfolio & Trading Solutions – Portfolio Management, Vice President
New York, New York, United States of America · Exec
Sponsorship not specifiedDetected 1 day ago
Account ManagementAccountingResearchCommunicationProblem SolvingPublic SpeakingMicrosoft Office
About the role
- At Morgan Stanley, our Investment Advisory Solutions team helps clients make the most of their money.
- Our team blends cutting-edge tools with personal guidance to help financial advisors and their clients reach their goals with confidence.
- The team offers a comprehensive, unified approach to asset allocation, manager selection, account management, trading, and overall relationship management to Morgan Stanley's Financial Advisors and their clients.
Responsibilities
- Working directly with financial advisors to design strategies, select investments, and build portfolios that fit each client's needs.
- Joining meetings and calls with advisors to support their clients and uncover new opportunities.
Requirements
- Knowledge of financial securities markets, Advisory programs and products, as well as legal and regulatory requirements
- Ability to adapt to a continually changing work environment while managing multiple priorities
- You'll have opportunities to grow your career, expand your expertise, and take on increasing responsibility.
- We do it in a way that's differentiated - and we've done that for 90 years.
- 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.
- Bachelors Degree required. B.S. in Accounting, Finance, or Business Management preferred
- Ability to deliver as an individual contributor while being a strong team player
- Excellent communication skills in both verbal and written forms
- Series 7 and 66 (alternatively, both 63 and 65) designations a must
- Proactive with flexibility to learn multiple business disciplines
Nice to have
- Bachelors Degree required.
- B.S. in Accounting, Finance, or Business Management preferred
- At least 7 years of professional experience, Financial Services in a wealth management/portfolio management capacity, preferred
- Former portfolio management experience with tax efficiency, a plus
Skills
- Why Join Us?
- Your role will include:
Compensation
- Expected base pay rates for the role will be between $115,000 and $190,000 per year at the commencement of employment.
Benefits
- Design and develop PowerPoint presentations and other materials for Financial Advisor and home office presentations
Equal opportunity
- https://www.morganstanley.com/people-opportunities/eeo.
This listing is sourced directly from Ms's careers page and normalized into a canonical job model.