Ms
Portfolio Management Associate
Red Bank, New Jersey, United States of America
Sponsorship not specifiedDetected 2 days ago
Business DevelopmentExcelResearchTime ManagementAdaptabilityOrganizational SkillsMicrosoft Office
About the role
- 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.
- Portfolio Management & Business Development:
Responsibilities
- 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.
- Reviewing new client prospects that are developed through leads and referrals in relation to the FA/PWA/team's client service model
- Providing feedback and suggesting upgrades to Portfolio Management business partners on firm-approved tools and resources
Requirements
- 2+ years of experience in a field relevant to the position required
- 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
- Detail oriented with superior organizational skills and ability to prioritize
- Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
- Ability to work in a fast-paced, evolving environment
- Adaptable and ability to multi-task
Nice to have
- Four-year college degree or professional certification preferred
Skills
- EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
Compensation
- $75,000 and $125,000 per year.
- The successful candidate may be eligible for an annual discretionary incentive compensation award.
- The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component.
Benefits
- At the direction of the client or FA/PWA/team, making updates to clients' estate, trust, retirement, and insurance objectives
Equal opportunity
- https://www.morganstanley.com/people-opportunities/eeo.
- Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
This listing is sourced directly from Ms's careers page and normalized into a canonical job model.