Senior Portfolio Strategy Lead – Wealth Management

Morgan-Stanley; Fort Lauderdale (FL); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Employee benefits

Global offices

Diversity & inclusion

Job summary

Morgan Stanley is seeking an experienced Portfolio Management Associate Director to assist Wealth Advisors in developing and executing investment strategies aligned with client goals. You will craft customized investment plans, create performance reporting, and communicate market conditions and trends to clients.

With 10+ years of experience and relevant licenses, you will evaluate holdings, lead research meetings, and develop advanced PM solutions while supporting client estate, trust,

Qualifications

• 10+ years of experience in a field relevant to the position.
• Advanced degree or professional certification or prior industry experience.
• Active Series 7 and Series 66 or Series 63 and Series 65.

Responsibilities

• Makes asset allocation recommendations with PM team.
• Examine current holdings for portfolio action.
• Upgrade platforms for Portfolio Management Group.
• Input trades via PM trading platforms.
• Produce monthly/quarterly reports using proprietary software.
• Lead research meetings.

Skills

Communication

Team collaboration

Financial analysis

Regulatory compliance

Education

Advanced degree

CFA designation

Tools

Excel

Bloomberg

Portfolio software

Job description

Morgan Stanley is seeking an experienced Portfolio Management Associate Director to assist Wealth Advisors in developing and executing investment strategies aligned with client goals. You will craft customized investment plans, create performance reporting, and communicate market conditions and trends to clients.

With 10+ years of experience and relevant licenses, you will evaluate holdings, lead research meetings, and develop advanced PM solutions while supporting client estate, trust,