Senior Portfolio Strategy Lead

Socket.dev; Nurmi Isles (FL); On-site; USD 150,000 - 230,000; Full time

Job summary

Morgan Stanley's Wealth Management team seeks a Portfolio Management Associate Director to assist Financial Advisors in developing and executing investment strategies tailored to client goals. The role involves creating customized plans, reporting investment activity, and communicating market insights to clients.

The ideal candidate brings 10+ years of relevant experience, advanced credentials, and strong compliance understanding to lead portfolio management and client support efforts in a

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 and Series 66 or Series 63 and Series 65.
• Additional product licenses may be required.
• Strong compliance record.
• Knowledge of financial industry and investment products preferred.
• Portfolio Management coursework or CFA designation.
• Detail-oriented with strong organizational skills.
• Ability to work independently and in a team.
• Ability to thrive in a fast-paced, evolving environment.

Responsibilities

• Make asset allocation recommendations and set up the portfolio with the advisor.
• Critically examine holdings to evaluate necessary actions.
• Proactively upgrade platforms for the PM group.
• Input trades using PM trading platforms or firm tools.
• Produce monthly/quarterly reports using proprietary software.
• Lead research meetings and identify opportunities.
• Identify swap opportunities and conduct credit research.
• Develop valuation models linked to portfolios.
• Support advisors in portfolio analysis and PM strategies.
• Manage client estates, trusts, retirement, and insurance objectives.
• Screen new prospects for suitability.
• Develop marketing materials and client presentations.

Skills

Asset allocation

Communication skills

Software proficiency

Compliance knowledge

Industry knowledge

Portfolio coursework or CFA

Detail oriented

Independent and collaborative

Adaptability in fast-paced env

Education

Advanced degree or professional certification

Series 7/66 or Series 63/65 licenses

CFA designation

Job description

Morgan Stanley's Wealth Management team seeks a Portfolio Management Associate Director to assist Financial Advisors in developing and executing investment strategies tailored to client goals. The role involves creating customized plans, reporting investment activity, and communicating market insights to clients.

The ideal candidate brings 10+ years of relevant experience, advanced credentials, and strong compliance understanding to lead portfolio management and client support efforts in a