Portfolio Management Associate Director

Position Summary The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and execution investment strategies based on client goals. The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting on investment activity and performance and communicates effectively with clients regarding their accounts, market conditions and economic trends. This role requires an in-depth understanding of market conditions, trends, and economic trends. DUTIES And RESPONSIBILITIES Portfolio Management & Business Development: Makes asset allocation recommendations to the team and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth AdvisorCritically examines current holdings to evaluate if portfolio action is warrantedProactively evaluates and upgrades platforms for the Portfolio Management GroupImplements decisions by using PM trading platforms or other Firm’s online technologies to input tradesDetermines scope of and performs necessary database and internet research, screenings and produces monthly or quarterly reports using proprietary softwareLeads research meetingsIdentifies swap opportunitiesConducts credit research and develops valuation models Client Support Supports Financial Advisors / Private Wealth Advisors in analyzing portfolios and developing advanced PM solutions and strategies for clientsManages clients’ estate, trust, retirement, and insurance objectives with the Financial Advisor / Private Wealth AdvisorScreens new client prospects that are developed through leads and referrals to determine suitability for addition to groupDevelops marketing and seminar materials and helps distribute targeted presentations to clients on behalf of the Financial Advisor / Private Wealth AdvisorSupports Financial Advisor / Private Wealth Advisor in meetings to discuss investment strategy options and performs market reviews EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS Education and/or Experience 10+ years of experience in a field relevant to the position requiredAdvanced degree or professional certification or prior industry experience requiredActive Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)Additional product licenses may be requiredStrong compliance record Knowledge/Skills Enjoys working with people and solving problemsEffective written and verbal communication skillsProficient in applicable software applicationsStrong understanding of applicable compliance rules, regulations and firm policiesKnowledge of financial industry and investment products preferredSuccessful completion of the Portfolio Management Coursework or holds the CFA designationDetail-oriented with superior organizational skills and ability to prioritize tasksAble to work independently and effectively on a teamAbility and interest in working in a fast-paced, evolving environment Reports To Complex Business Service Officer and/or Business Service Officer What You Can Expect From Morgan Stanley At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.