Investment Consultant, Portfolio Manager Specialist at Morgan Stanley

Scottsdale, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

26 Jan, 26

Salary

0.0

Posted On

28 Oct, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Portfolio Management, Investment Strategy, Client Interaction, Asset Allocation, Performance Metrics, Compliance Rules, Financial Analysis, Investment Advisory, Rebalancing, Benchmarking, Policy Oversight, Client Prospecting, Meeting Leadership, Advanced PM Solutions, Reporting, Diversity and Inclusion

Industry

Financial Services

Description

Leverage the firms Portfolio Management (“PM”) program to open investment advisory accounts and manage their investment strategy on a discretionary basis o The Portfolio Management program is administered by the Portfolio Management Group (“PMG”), a sub-division of the Consulting Group (“CG”) Supports Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies based on the clients investment objectives Lead meetings to discuss investment strategy options and performance Manage client interaction by participating and driving client prospecting and meetings Develops and over sees investment functions including, but not limited to the oversight of policies, procedures, reporting and performance metrics via firm approved resources, the development of asset allocation models and implementation of strategy Makes asset allocation recommendations and sets up the portfolio within the Portfolio Management program. Critically examines and rebalances current portfolio holdings when necessary Reviews and develops recommendations as to the appropriate benchmarks for the current asset allocation This role will not sell, manage, or provide recommendations for any accounts outside of the firms Portfolio Management program (This includes, but is not limited to the any other brokerage program or managed account programs that the firm may offer) 10 or more years of relevant work experience preferred Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy Knowledge of applicable compliance rules and regulations and firm policies REPORTS TO: Market Executive and dotted line to the Assistant Market Manager Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Responsibilities

The role involves leveraging the firm's Portfolio Management program to manage investment strategies and open advisory accounts. It includes supporting Financial Advisors, leading client meetings, and overseeing investment functions.