Client-Focused Portfolio Management Associate

Morgan-Stanley; Pasadena (CA); On-site; USD 68,000 - 120,000; Full time

Job summary

Morgan Stanley is seeking a Portfolio Management Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client experiences. The role focuses on asset allocation, client reporting, and research using firm-approved systems, with responsibilities to update estate, retirement, and insurance objectives.

Qualified candidates will have 2+ years of relevant experience, a four-year degree or professional certification, and required Series licenses.

Qualifications

• 2+ years of experience in a field relevant to the position required.
• Four-year college degree or professional certification preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Additional product licenses may be required.

Responsibilities

• Enter new or adjust existing asset allocations for clients.
• Prepare and review client reports from firm-approved systems.
• Assist with research using firm-approved systems.
• Participate in client meetings, representing the service lens.
• Update clients' estate, trust, retirement, and insurance objectives.
• Support digital and in-person marketing strategies and seminars/webinars.

Skills

Series licenses

Excel

Client service

Financial knowledge

Education

Four-year college degree

Professional certification preferred

Tools

MS Office

Job description

Morgan Stanley is seeking a Portfolio Management Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client experiences. The role focuses on asset allocation, client reporting, and research using firm-approved systems, with responsibilities to update estate, retirement, and insurance objectives.

Qualified candidates will have 2+ years of relevant experience, a four-year degree or professional certification, and required Series licenses.