UMA Portfolio Manager — Trade-Driven & Client-Focused

Morgan-Stanley; Town of Islip (NY); On-site; USD 115,000 - 190,000; Full time

Job summary

Morgan Stanley’s Portfolio Solutions Team drives UMA programs, portfolio management and trade execution for financial advisors and clients. The Portfolio Manager implements Investment Manager models, analyzes portfolios, and coordinates trades within a collaborative team.

The role emphasizes client-focused services, understanding investment strategies, and adherence to regulatory requirements, with opportunities to engage across advisory programs and global markets.

Qualifications

• Bachelor’s degree in Accounting, Finance, or Business Management or equivalent.
• 3–5 years of investment experience.
• Knowledge of financial securities markets, advisory programs and products, plus regulatory requirements.
• Strong communication and teamwork abilities.
• Series 7 and 66 designations required or willingness to obtain within 90 days of hire.

Responsibilities

• Implement Investment Manager models based on client guidelines and program specs.
• Serve as liaison between Investment Managers, advisors, and clients.
• Provide portfolio and account analysis, construction, and daily management.
• Coordinate trade implementation with the trading desk and investment teams.
• Support advisors and clients with program details and account information.

Skills

Series 7

Series 66

Communication

Team player

Multitasking

Education

Bachelor's in Accounting/Finance/Business

Tools

Trade execution systems

Account analytics tools

Job description

Morgan Stanley’s Portfolio Solutions Team drives UMA programs, portfolio management and trade execution for financial advisors and clients. The Portfolio Manager implements Investment Manager models, analyzes portfolios, and coordinates trades within a collaborative team.

The role emphasizes client-focused services, understanding investment strategies, and adherence to regulatory requirements, with opportunities to engage across advisory programs and global markets.