Senior Portfolio Management Strategist

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

Job summary

Morgan Stanley in Newport Beach, CA seeks a senior Portfolio Manager Specialist to develop, maintain and oversee investment strategy and asset allocation for clients on the Portfolio Management program.

Responsibilities include opening advisory accounts, analyzing portfolios, leading strategy discussions, and driving client meetings while ensuring PM policies, reporting and performance metrics are followed.

Qualifications

• College degree or professional certification required.
• 10+ years of relevant work experience preferred.
• Active Series 7, 63 and 65 or 7/66 exams or completion of 7/66 per policy.

Responsibilities

• Open investment advisory accounts within PM program and manage strategy on a discretionary basis.
• Analyze portfolios, develop PM solutions and strategies aligned to client objectives.
• Lead meetings to discuss strategy options, oversee reporting and asset allocation models.
• Ensure asset allocation recommendations stay within Portfolio Management program and policies.

Skills

Financial knowledge

Communication skills

Regulatory knowledge

Education

College degree or professional certification

Job description

Morgan Stanley in Newport Beach, CA seeks a senior Portfolio Manager Specialist to develop, maintain and oversee investment strategy and asset allocation for clients on the Portfolio Management program.

Responsibilities include opening advisory accounts, analyzing portfolios, leading strategy discussions, and driving client meetings while ensuring PM policies, reporting and performance metrics are followed.