Portfolio Management Associate — Client-Focused Wealth Support

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 a superior client experience. You will help develop financial plans and investment strategies aligned with client goals, while staying current on market conditions and economic trends.

The role emphasizes strong interpersonal skills, meticulous organization, and the ability to work in a fast-paced, client-centric environment.

Qualifications

• Two+ years of experience in a field relevant to the position.
• 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

• Entering new or adjusting existing asset allocations under the direction of the FA/PWA/team
• Preparing and reviewing client reports from firm-approved systems for existing or prospective clients
• Assisting with research using firm-approved systems
• Participating in client and/or prospective client meetings, representing the service lens
• Updating clients’ estate, trust, retirement, and insurance objectives
• Reviewing new client prospects developed through leads and referrals
• Executing against clerical elements of digital and in-person marketing strategies (conferences, seminars, webinars, websites, social media, emails)
• Providing feedback and suggesting upgrades to Portfolio Management tools and resources

Skills

Interpersonal skills

Financial market knowledge

MS Excel

Analytical thinking

Education

Bachelor's degree or professional certification preferred

Tools

MS Excel

Job description

Morgan Stanley is seeking a Portfolio Management Associate to support Financial Advisors and Private Wealth Advisors in delivering a superior client experience. You will help develop financial plans and investment strategies aligned with client goals, while staying current on market conditions and economic trends.

The role emphasizes strong interpersonal skills, meticulous organization, and the ability to work in a fast-paced, client-centric environment.