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Morgan Stanley · 1 month ago

Investment Consultant, Portfolio Manager Specialist

Scottsdale, AZ

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

Morgan Stanley is a leading financial services firm, and they are seeking a Portfolio Manager Specialist. This role is responsible for developing, maintaining, and overseeing investment strategies and asset allocations for clients, while supporting financial advisors in analyzing portfolios and developing advanced PM solutions.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Leverage the firms Portfolio Management (“PM”) program to open investment advisory accounts and manage their investment strategy on a discretionary basis

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)

Qualification

Investment strategy developmentAsset allocation expertiseFINRA RegistrationFinancial industry knowledgeCompliance knowledgeEffective communication

Required

College degree or professional certification required

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

Financial industry and product knowledge

Effective written and verbal communication skills

Knowledge of applicable compliance rules and regulations and firm policies