Morgan Stanley: Portfolio Management Associate – Menlo Park, CA

Author - August 26, 2017

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.

QUALIFICATIONS EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

  • Education and Experience
    • College degree and 5+ years of relevant work experience or 10+ years of relevant work experience
    • Active Series 7, 63, and 65 or 66 (as required by individual states)
    • 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

DUTIES and RESPONSIBILITIES of Portfolio Management Associate:

  • Regularly meets with clients to discuss investment strategy options and perform market reviews within 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 customer 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 Firm’s online technologies to input trades
  • Determines scope of and performs certain 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

REPORTS TO:

  • Business Service Manager with potential dual-report to a Group Director

Job Title: Portfolio Management Associate
PRIMARY LOCATION: Americas-United States of America-California-Menlo Park
JOB: Wealth Management
Employment Type: Full Time
Job Level: Professional

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Portfolio Management Associate Morgan Stanley