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Portfolio Management Associate **

Morgan Stanley

3.1

(72)

Norwell, MA

Why you should apply for a job to Morgan Stanley:

  • Our best-in-class Return to Work program is an excellent opportunity to re-engage and pick up where you left off after a career break.
  • Whether you're welcoming a new addition, watching your children grow or caring for aging parents, there’s support.
  • An employee stock purchase program, 401(k) retirement savings, 529 plans with a company match, IRAs? Check, check, check and check.

    • #549782449982

    Position summary

    he Portfolio Management Group; implements decisions by using the LYDIA trading platform

    • Determines scope of and performs necessary database and internet research, screenings, and produces monthly or quarterly reports using proprietary software

    • Critically examines current holdings to evaluate if portfolio action is warranted

    • Attends research meetings

    Client Support:

    • Regularly meets with clients to discuss investment strategy options and perform market reviews with or on behalf of the Financial Advisor / Private Wealth Advisor

    • Manages clients' estate, trust, retirement, and insurance objectives with the Financial Advisor / Private Wealth Advisor

    • Screens new client prospects that are developed through leads and referrals to determine suitability for addition to group

    • Develops marketing and seminar material and helps distribute targeted presentations to clients on behalf of the Financial Advisor / Private Wealth Advisor

    EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

    Education and/or Experience

    • 2+ years of experience in a field relevant to the position required

    • Four-year college degree or professional certification preferred

    • Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

    • Additional product licenses may be required

    Knowledge/Skills

    • Enjoys working with people and solving problems

    • Effective written and verbal communication skills

    • Proficient in applicable software applications

    • Knowledge of financial industry and investment products preferred

    • Successful completion of Portfolio Management Coursework or holds the CFA designation

    • Strong understanding of applicable compliance rules, regulations and firm policies

    • Detail-oriented with superior organizational skills and ability to prioritize tasks

    • Able to work independently and effectively on a team

    • Ability and interest in working in a fast-paced, evolving environment

    Reports to:

    • Business Service Officer

    Morgan Stanley

    EOE committed to diversifying its workforce.

    M/F/D/V

    Why you should apply for a job to Morgan Stanley:

  • Our best-in-class Return to Work program is an excellent opportunity to re-engage and pick up where you left off after a career break.
  • Whether you're welcoming a new addition, watching your children grow or caring for aging parents, there’s support.
  • An employee stock purchase program, 401(k) retirement savings, 529 plans with a company match, IRAs? Check, check, check and check.