UMA Portfolio Architect — Trading & Allocation

Morgan Stanley; New York (NY); Presencial; USD 115 000 - 190 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive compensation

Diversity & inclusion

Resumo da oferta

Morgan Stanley's Portfolio Solutions Team seeks a Portfolio Manager to translate UMA program guidelines into executable trades in collaboration with Investment Managers and Financial Advisors. You will deliver portfolio analysis, construction, and daily management, coordinating across desks and clients.

The role requires 3–5 years in investments, strong communication, and the ability to work across time zones; Series 7/66 or willingness to obtain is expected.

Qualificações

• Bachelor's or equivalent in business-related field is required.
• 3–5 years of investment experience are required.
• Knowledge of financial markets, advisory programs and regulations is essential.
• Series 7 and 66 designations are required or must be obtained within 90 days.

Responsabilidades

• Implement investment manager models per client guidelines and program specs.
• Act as liaison between investment managers, advisors, and clients.
• Provide portfolio analysis, construction, and daily management.
• Coordinate trade implementation with trading desk.
• Support development of solutions that improve efficiency and growth.
• Perform daily account management per client requests and specs.
• Offer customized cash management, asset allocation, and multi-account services.
• Assist financial advisors and sales teams with program details.
• Communicate program details clearly to stakeholders.

Conhecimentos

Investment experience

Regulatory knowledge

Communication skills

Team player

Ability to work across time zones

Formação académica

Bachelor's in Accounting/Finance/Business

Ferramentas

Series 7 license

Series 66 license

Descrição da oferta de emprego

Morgan Stanley's Portfolio Solutions Team seeks a Portfolio Manager to translate UMA program guidelines into executable trades in collaboration with Investment Managers and Financial Advisors. You will deliver portfolio analysis, construction, and daily management, coordinating across desks and clients.

The role requires 3–5 years in investments, strong communication, and the ability to work across time zones; Series 7/66 or willingness to obtain is expected.