Morgan Stanley: Portfolio Management Associate – Menlo Park, CA

A Portfolio Management Associate plays a critical role in helping high-value clients make informed investment decisions while supporting the strategy and day-to-day operations of an established portfolio management team. This full-time opportunity in Menlo Park, California, is designed for experienced wealth management professionals who can combine investment expertise, client communication, and disciplined portfolio analysis to help manage substantial assets and complex financial objectives.

Working alongside a Portfolio Manager, the associate will be involved in everything from asset allocation and investment strategy reviews to portfolio analysis, client meetings, research, trading, and financial planning objectives. For professionals with strong industry knowledge, active securities licenses, and experience managing sophisticated client relationships, this role offers an opportunity to take on meaningful responsibility within a professional wealth management environment.

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
  • The 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 the 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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The Portfolio Management Associate position offers a strong opportunity for an experienced wealth management professional to apply investment expertise while supporting high-net-worth clients and substantial portfolios. With responsibilities spanning portfolio construction, client strategy, research, trading, and regulatory compliance, this role is well suited to candidates seeking a challenging position with significant responsibility and continued growth in the investment management field.