Senior Portfolio Manager, CFA — Wealth Management

Morgan Stanley; Fort Lauderdale (FL); Presencial; USD 150.000 - 230.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive employee benefits

Global offices and opportunities for内部

Opportunities to move within the firm

Descripción de la vacante

Morgan Stanley’s Wealth Management team seeks a seasoned Portfolio Management Associate Director in Fort Lauderdale to assist Financial Advisors in developing and executing client investment strategies and reporting on performance. You will craft customized plans, communicate market insights, and support client objectives with advanced PM solutions.

The role requires CFA, active licenses, and a strong compliance record, with a track record of leadership in portfolio management and business

Formación

• 10+ years of experience in a field relevant to the position required.
• Advanced degree or professional certification or prior industry experience required.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Must hold and maintain the CFA designation
• Additional product licenses may be required
• Strong compliance record

Responsabilidades

• Makes asset allocation recommendations to the team and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor
• Critically examines current holdings to evaluate if portfolio action is warranted
• Proactively evaluates and upgrades platforms for the Portfolio Management Group
• Implements decisions by using PM trading platforms or other Firm’s online technologies to input trades
• Determines scope of and performs necessary database and internet research, screenings and produces monthly or quarterly reports using proprietary software
• Leads research meetings
• Identifies swap opportunities
• Conducts credit research and develops valuation models
• Supports Financial Advisors / Private Wealth Advisors in analyzing portfolios and developing advanced PM solutions and strategies for clients
• Manages clients’ estate, trust, retirement, and insurance objectives with the Financial Advisor / Private Wealth Advisor
• Screens new client prospects that are developed through leads and referrals to determine suitability for addition to group
• Develops marketing and seminar materials and helps distribute targeted presentations to clients on behalf of the Financial Advisor / Private Wealth Advisor
• Supports Financial Advisor / Private Wealth Advisor in meetings to discuss investment strategy options and performs market reviews

Conocimientos

Client interaction

Communication skills

Financial software

Regulatory compliance

Educación

CFA designation

Advanced degree or professional certification

Series 7/66 or 63/65 licenses

Descripción del empleo

Morgan Stanley’s Wealth Management team seeks a seasoned Portfolio Management Associate Director in Fort Lauderdale to assist Financial Advisors in developing and executing client investment strategies and reporting on performance. You will craft customized plans, communicate market insights, and support client objectives with advanced PM solutions.

The role requires CFA, active licenses, and a strong compliance record, with a track record of leadership in portfolio management and business