Morgan Stanley

Investment Consultant - Portfolio Management Specialist

Morgan Stanley$68K — $120K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • College degree or professional certification required
  • 10+ years of relevant work experience preferred
  • Active Series 7, 63 and 65 or Series 7 and 66 registration
  • Minimum of 5 years FINRA registration preferred
  • Strong understanding of financial products and industry standards

Responsibilities

  • Leverage the firm's PM program to open investment advisory accounts
  • Support Financial Advisors by analyzing portfolios for investment strategies
  • Lead strategic meetings on investment options and performance
  • Manage client interactions during prospecting and meetings
  • Oversee investment functions and maintain relevant policies and procedures
  • Make asset allocation recommendations and manage portfolios
  • Rebalance portfolios and advise on appropriate benchmarks

Benefits

  • Access to firm's Portfolio Management program
  • Opportunity to work within a specialized FA/PWA team
  • Engagement in strategic decision-making and client advisory
  • Potential for professional growth within a longstanding firm
  • Collaboration with experienced Financial Advisors and stakeholders
Full Job Description
Job Description

POSITION SUMMARY

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 firms Portfolio Management program.

DUTIES and RESPONSIBILITIES

  • Leverage the firms 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”)

  • Supports 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 over sees investment functions including, but not limited to the oversight of policies, procedures, reporting and performance metrics via firm approved resources, the development of asset allocation models and implementation of strategy

  • Makes asset allocation recommendations and sets up the portfolio within the Portfolio Management program.

  • Critically examines and rebalances current portfolio holdings when necessary

  • Reviews and develops 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 firms Portfolio Management program (This includes, but is not limited to the any other brokerage program or managed account programs that the firm may offer)

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

  • Branch Manager and dotted line to the Assistant Complex Manager

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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