Portfolio & Trading Solutions – Portfolio Management, Vice President

Morgan Stanley•New York, NY

About The Position

The Portfolio & Trading Solutions team within Investment Advisory Solutions provides investment products, portfolio management services, and customized managed solutions for advisory programs, including Select UMA - the industry-leading Unified Managed Accounts program. The team offers a comprehensive, unified approach to asset allocation, manager selection, account management, trading, and overall relationship management to Morgan Stanley’s Financial Advisors and their clients. The Tax Managed investment business is one of the most innovative and fast-growing areas of Investment Advisory Solutions focused on helping clients keep more of what they earn by minimizing unnecessary taxes and maximizing after-tax returns. This is your chance to be part of a highly specialized team that makes a direct difference in clients’ financial lives.

Requirements

Bachelors Degree required. B.S. in Accounting, Finance, or Business Management preferred.
At least 7 years of professional experience, Financial Services in a wealth management/portfolio management capacity, preferred.
Knowledge of financial securities markets, Advisory programs and products, as well as legal and regulatory requirements.
Ability to deliver as an individual contributor while being a strong team player.
Ability to adapt to a continually changing work environment while managing multiple priorities.
Excellent communication skills in both verbal and written forms.
Series 7 and 66 (alternatively, both 63 and 65) designations a must.

Nice To Haves

Former portfolio management experience with tax efficiency, a plus.

Responsibilities

Managing Portfolios and trade generation in a tax efficient way to help clients grow wealth while minimizing tax costs.
Working directly with financial advisors to design strategies, select investments, and build portfolios that fit each client’s needs.
Explaining tax-smart investing solutions in a clear, approachable way to advisors and clients.
Monitoring portfolios closely and managing risk across accounts and businesses to ensure clients stay on track with their financial goals.
Joining meetings and calls with advisors to support their clients and uncover new opportunities.
Keeping up with the latest investment research, trends, and strategies so you can bring fresh ideas to the table.
Supporting the continued development and enhancement of our proprietary trading system, including creating strategy presentations and coordinating delivery of technology solutions with various internal stakeholders.
Assisting Financial Advisors with asset allocation, appropriate investment selection, and portfolio construction.
Creating and curating marketing materials for Tax Management and other business areas under the Managed Solutions organization.
Design and develop PowerPoint presentations and other materials for Financial Advisor and home office presentations.
Presenting Tax Management solutions for specialized situations to Financial Advisors and clients.