Senior Portfolio Strategy & Management Specialist

711 MS Smith Barney, LLC; Newport Beach (CA); On-site; USD 68,000 - 120,000; Full time

Job summary

Morgan Stanley seeks a senior Portfolio Manager Specialist to join a FA/PWA team, responsible for developing and overseeing investment strategy and asset allocation for clients served by the team. The role operates within the firm’s Portfolio Management program and supports Financial Advisors with sophisticated PM solutions.

The position emphasizes leading client meetings, analytics, and ensuring robust governance of investment functions including policies, reporting, and performance metrics.

Qualifications

• College degree or professional certification required.
• Active FINRA registrations/licenses (Series 7, 63, 65 or 7/66) preferred.
• Minimum of 5 years FINRA registration preferred.
• Knowledge of compliance rules and firm policies.

Responsibilities

• Open investment advisory accounts and manage discretionary strategy.
• Lead meetings to discuss strategy options and performance.
• Develop and oversee asset allocation models and reporting.
• Rebalance and optimize current portfolios as needed.
• Review benchmarks for current asset allocation.

Skills

FINRA registrations/licenses

Financial industry knowledge

Written and verbal communication

Compliance knowledge

Education

College degree or professional certification

FINRA licenses (Series 7/63/65 or 7/66)

Job description

Morgan Stanley seeks a senior Portfolio Manager Specialist to join a FA/PWA team, responsible for developing and overseeing investment strategy and asset allocation for clients served by the team. The role operates within the firm’s Portfolio Management program and supports Financial Advisors with sophisticated PM solutions.

The position emphasizes leading client meetings, analytics, and ensuring robust governance of investment functions including policies, reporting, and performance metrics.