Morgan Stanley
Investment Consultant, Portfolio Manager Specialist
Morgan Stanley, Winter Park, Florida, United States, 32792
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. Duties And Responsibilities
Leverage the firm's Portfolio Management (PM) program to open investment advisory accounts and manage their investment strategy on a discretionary basis. The Portfolio Management program is administered by the Portfolio Management Group (PMG), a sub-division of the Consulting Group (CG). Support Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies based on the clients investment objectives. Lead meetings to discuss investment strategy options and performance. Manage client interaction by participating and driving client prospecting and meetings. Develops and oversees 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 - aren’t just beliefs, they 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Salary ranges vary by location and include a discretionary incentive compensation award and potential participation in the relevant business unit’s incentive compensation plan. 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 (including Sick Leave consistent with state and local law, Parental Leave and vacation days), 10 Paid Holidays, 401(k), and Short/Long Term Disability. For more details about benefits, please visit mybenefits.morganstanley.com. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce. 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, sexual orientation, 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. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales
#J-18808-Ljbffr
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. Duties And Responsibilities
Leverage the firm's Portfolio Management (PM) program to open investment advisory accounts and manage their investment strategy on a discretionary basis. The Portfolio Management program is administered by the Portfolio Management Group (PMG), a sub-division of the Consulting Group (CG). Support Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies based on the clients investment objectives. Lead meetings to discuss investment strategy options and performance. Manage client interaction by participating and driving client prospecting and meetings. Develops and oversees 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 - aren’t just beliefs, they 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Salary ranges vary by location and include a discretionary incentive compensation award and potential participation in the relevant business unit’s incentive compensation plan. 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 (including Sick Leave consistent with state and local law, Parental Leave and vacation days), 10 Paid Holidays, 401(k), and Short/Long Term Disability. For more details about benefits, please visit mybenefits.morganstanley.com. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce. 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, sexual orientation, 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. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales
#J-18808-Ljbffr