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Portfolio Management Associate Director
Morgan Stanley
Little Falls, NJ, United States
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POSITION SUMMARY:
The Portfolio Management Associate Director works with Portfolio Management certified Financial Advisors who have earned the Senior Portfolio Management Director title in executing the responsibilities outlined below.
DUTIES and RESPONSIBILITIES:
• Supports Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies for clients
• Accompanies Financial Advisor to meetings to discuss investment strategy options and performs market reviews
• Manages clients’ estate, trust, retirement, and insurance objectives with the Financial Advisor
• Develops marketing and seminar materials 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 PM trading platforms or other Firm’s 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
• Leads research meetings
• Identifies swap opportunities
• Conducts credit research and develops valuation models
• Complies with allindustry rules and regulations and Firm policies
Qualifications
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
• College degree or professional certification required
• 10 or more years of relevant experience in the financial services industry
• Series 7, 63, 65, or Series 7, 66
• Additional product licenses may be required
• Strong compliance record
Knowledge/Skills
• Strong written and verbal communication skills
• Strong knowledge of applicable compliance rules andregulations and firm policies
• Knowledge offinancial industry / products
• Proficient inapplicable software applications
• Successfulcompletion of the Portfolio Management Coursework
REPORTS TO:
• Complex Business Service Manager
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V