UMA Portfolio Manager, AVP at Morgan Stanley

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Feb, 26

Salary

135000.0

Posted On

14 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Management, Portfolio Analysis, Trade Implementation, Cash Management, Asset Allocation, Rebalancing, Communication, Team Collaboration, Financial Advisory, Regulatory Compliance, Problem Solving, Client Management, Adaptability, Portfolio Construction, Daily Management

Industry

Financial Services

Description

Implement Investment Manager models based on clients' guidelines and program specifications (e.g., asset allocation specifications) Interact as a liaison between Investment Managers, financial and Graystone advisors and clients Provide portfolio and individual account analysis, portfolio construction, implementation and daily management Manage and coordinate trade implementation and interact with trading team Participating in developing solutions and enhancements that drive business efficiencies and propel growth Daily account management based on client requests and program specifications (e.g., rebalancing thresholds) Provide customized services that include cash management, restriction management custom asset allocation models, portfolio rebalancing, multiple-accounts coordination and gradual portfolio transitions. Service Financial Advisors by providing information about Investment Managers, vehicle types and individual products Provide assistance to Financial Advisors, Consulting Group Sales Directors and Consulting Group Sales Support Desk by communicating program details effectively and efficiently Bachelor's in Accounting, Finance, or Business Management required or Equivalent to degree with business related coursework. Knowledge of financial securities markets, advisory programs and products, as well as legal and regulatory requirements Ability to deliver as an individual contributor while being a strong team player Ability to adapt to a continually changing work environment while managing multiple priorities Excellent communication skills in both verbal and written forms Series 7 and 66 designations required or willingness to obtain within 90 days of hire 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. Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. 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 UMA Portfolio Manager will implement Investment Manager models based on client guidelines and provide portfolio analysis and management. The role involves daily account management, trade implementation, and liaising with financial advisors and clients.