Morgan Stanley
Investment Consultant, Portfolio Manager Specialist
Morgan Stanley, Washington, District of Columbia, us, 20022
Overview
Join to apply for the
Investment Consultant, Portfolio Manager Specialist
role at
Morgan Stanley The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the investment strategy and asset allocation for clients serviced by the team. This role will work within the firm's Portfolio Management program. Responsibilities
Leverage the firm’s Portfolio Management ( PM ) program to open investment advisory accounts and manage their investment strategy on a discretionary basis. Support Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies based on client investment objectives Lead meetings to discuss investment strategy options and performance Manage client interaction by participating in and driving client prospecting and meetings Develop and oversee investment functions including the oversight of policies, procedures, reporting and performance metrics via firm-approved resources, the development of asset allocation models and implementation of strategy Make asset allocation recommendations and set up the portfolio within the Portfolio Management program Critically examine and rebalance current portfolio holdings when necessary Review and develop recommendations as to the appropriate benchmarks for the current asset allocation This role will not sell, manage, or provide recommendations for any accounts outside of the firm’s Portfolio Management program Education And/or Experience
College degree or professional certification required 10 or more years of relevant work experience preferred Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy Additional product licenses may be required Minimum of 5 years FINRA Registration preferred Knowledge/Skills
Financial industry and product knowledge Effective written and verbal communication skills Knowledge of applicable compliance rules and regulations and firm policies Reports To
Market Executive and dotted line to the Assistant Market Manager What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — guide the decisions we make every day to do what\'s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. You will work alongside the best and brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by diverse backgrounds and experiences. We offer attractive and comprehensive employee benefits and perks, with opportunities to move within the business for those who show passion and grit. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Salary range for the position in MARYLAND: [$68,000 - $120,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component. Salary range for the position in WASHINGTON, DC: [$68,000 - $120,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component. Salary range for the position in NEW JERSEY: [$68,000 - $120,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, dependent day care savings account, Life Insurance, Disability and other insurance plans, Paid Time Off, 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other perks. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Referrals increase your chances of interviewing at Morgan Stanley by 2x Get notified about new Investment Advisor jobs in
. Washington, DC $67,000 - $134,000 1 week ago
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Join to apply for the
Investment Consultant, Portfolio Manager Specialist
role at
Morgan Stanley The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the investment strategy and asset allocation for clients serviced by the team. This role will work within the firm's Portfolio Management program. Responsibilities
Leverage the firm’s Portfolio Management ( PM ) program to open investment advisory accounts and manage their investment strategy on a discretionary basis. Support Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies based on client investment objectives Lead meetings to discuss investment strategy options and performance Manage client interaction by participating in and driving client prospecting and meetings Develop and oversee investment functions including the oversight of policies, procedures, reporting and performance metrics via firm-approved resources, the development of asset allocation models and implementation of strategy Make asset allocation recommendations and set up the portfolio within the Portfolio Management program Critically examine and rebalance current portfolio holdings when necessary Review and develop recommendations as to the appropriate benchmarks for the current asset allocation This role will not sell, manage, or provide recommendations for any accounts outside of the firm’s Portfolio Management program Education And/or Experience
College degree or professional certification required 10 or more years of relevant work experience preferred Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy Additional product licenses may be required Minimum of 5 years FINRA Registration preferred Knowledge/Skills
Financial industry and product knowledge Effective written and verbal communication skills Knowledge of applicable compliance rules and regulations and firm policies Reports To
Market Executive and dotted line to the Assistant Market Manager What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — guide the decisions we make every day to do what\'s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. You will work alongside the best and brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by diverse backgrounds and experiences. We offer attractive and comprehensive employee benefits and perks, with opportunities to move within the business for those who show passion and grit. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Salary range for the position in MARYLAND: [$68,000 - $120,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component. Salary range for the position in WASHINGTON, DC: [$68,000 - $120,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component. Salary range for the position in NEW JERSEY: [$68,000 - $120,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, dependent day care savings account, Life Insurance, Disability and other insurance plans, Paid Time Off, 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other perks. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Referrals increase your chances of interviewing at Morgan Stanley by 2x Get notified about new Investment Advisor jobs in
. Washington, DC $67,000 - $134,000 1 week ago
#J-18808-Ljbffr