Senior Portfolio Strategy Lead

Morgan Stanley; Fort Lauderdale (FL); On-site; USD 150,000 - 190,000; Full time

Job summary

Morgan Stanley’s Wealth Management team seeks a seasoned PM Associate Director to assist Financial Advisors in developing and executing investment strategies aligned with client goals. You will create customized plans, generate performance reports, and communicate market trends to clients.

With 10+ years of experience and appropriate licenses, you will contribute to portfolio management, research, and client engagement while collaborating with a high-performing team in a dynamic environment.

Qualifications

• 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) required.
• Additional product licenses may be required.
• Strong compliance record.

Responsibilities

• Assists advisors with development and execution of investment strategies.
• Creates customized investment plans and client reporting.
• Communicates market conditions and economic trends to clients.
• Performs asset allocation recommendations and portfolio setup.
• Leads research meetings and develops valuation models.
• Supports business development and client prospecting.

Skills

Portfolio analysis

Client communication

Financial modeling

Research and due diligence

Market knowledge

Education

Advanced degree or professional certification

Active Series 7 and Series 66 or Series 63 and Series 65 licenses

Tools

PM trading platforms

Job description

Morgan Stanley’s Wealth Management team seeks a seasoned PM Associate Director to assist Financial Advisors in developing and executing investment strategies aligned with client goals. You will create customized plans, generate performance reports, and communicate market trends to clients.

With 10+ years of experience and appropriate licenses, you will contribute to portfolio management, research, and client engagement while collaborating with a high-performing team in a dynamic environment.