UMA Portfolio Manager, AVP
About The Position
Implement Investment Manager models based on clients' guidelines and program specifications (e.g., asset allocation specifications) Interact as a liaison between Investment Managers, financial and Graystone advisors and clients Provide portfolio and individual account analysis, portfolio construction, implementation and daily management Manage and coordinate trade implementation and interact with trading team Participating in developing solutions and enhancements that drive business efficiencies and propel growth Daily account management based on client requests and program specifications (e.g., rebalancing thresholds) Provide customized services that include cash management, restriction management custom asset allocation models, portfolio rebalancing, multiple-accounts coordination and gradual portfolio transitions. Service Financial Advisors by providing information about Investment Managers, vehicle types and individual products Provide assistance to Financial Advisors, Consulting Group Sales Directors and Consulting Group Sales Support Desk by communicating program details effectively and efficiently 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. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. 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, sex stereotype, gender, gender identity or expression, transgender, 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.
Requirements
- Bachelor's in Accounting, Finance, or Business Management required or Equivalent to degree with business related coursework.
- 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 designations required or willingness to obtain within 90 days of hire
Responsibilities
- Implement Investment Manager models based on clients' guidelines and program specifications (e.g., asset allocation specifications)
- Interact as a liaison between Investment Managers, financial and Graystone advisors and clients
- Provide portfolio and individual account analysis, portfolio construction, implementation and daily management
- Manage and coordinate trade implementation and interact with trading team
- Participating in developing solutions and enhancements that drive business efficiencies and propel growth
- Daily account management based on client requests and program specifications (e.g., rebalancing thresholds)
- Provide customized services that include cash management, restriction management custom asset allocation models, portfolio rebalancing, multiple-accounts coordination and gradual portfolio transitions.
- Service Financial Advisors by providing information about Investment Managers, vehicle types and individual products
- Provide assistance to Financial Advisors, Consulting Group Sales Directors and Consulting Group Sales Support Desk by communicating program details effectively and efficiently
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
