• Portfolio Management Associate Jobs in United States Of America

  • Morgan Stanley Pvt Ltd
  • United States Of America, Usa
  • Save Job
  • 5 - 8 Years
  • Posted : above 1 month

Job Description:

Primary Location Americas-United States of America-Georgia-Atlanta

Education Level Refer to Position Description

Job Wealth Management

Employment Type Full Time

Job Level Professional

Description

POSITION SUMMARY

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

DUTIES and RESPONSIBILITIES

Regularly meets with clients to discuss investment strategy options and perform market reviews withor 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 client 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 Firms online technologies to input trades
Determines scope of and performs necessary 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

Qualifications

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS

Education and/or Experience

Minimum of 5 years of post-high school education and/or work experience in a field relevant to the position required
Four-year college degree or professional certification preferred
Active Series 7, 63 and 65 or Series 7 and 66
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

REPORTS TO

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

Morgan Stanley

EOE committed to diversifying its workforce

M/F/D/V

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Financial Services/Stockbroking
Functional Area : Accounting/Tax/Company Secretary/Audit
Role : Cost Accounting/ ICWA
Salary : As per Industry Standards
Deadline : 18th Mar 2020

Key Skills:

Company Profile:

Company
Morgan Stanley Pvt Ltdarfix

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