Investment Consultant, Portfolio Manager Specialist

Morgan Stanley•Scottsdale, AZ

About The Position

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.

Requirements

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
Financial industry and product knowledge
Effective written and verbal communication skills
Knowledge of applicable compliance rules and regulations and firm policies

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)