POSITION SUMMARY
Portfolio Management Associates provide exceptional service to our clients and support Financial
Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the
service team, they support FAs / PWAs/team with developing financial plans and investment strategies
based on client goals. Leading with a client first mindset, a successful candidate for this role will have
strong interpersonal skills and their focus will be on delivering an exceptional client experience. In
supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role requires an in
depth understanding of market conditions, trends and overall economic outlook.
DUTIES and RESPONSIBILITIES:
• At the direction of the FA/PWA/team, entering new or adjusting existing asset allocations
• At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports
from firm-approved systems for existing or prospective clients
• At the request of the client and/or FA/PWA/team, assisting with research using firm-approved
systems
• At the request of FA/PWA/team, participating in existing client and/or prospective client meetings,
representing the service lens
• At the direction of the client or FA/PWA/team, making updates to clients’ estate, trust, retirement,
and insurance objectives
• Reviewing new client prospects that are developed through leads and referrals in relation to the
FA/PWA/team’s client service model
• At the direction of FA/PWA/team, executing against all clerical elements of digital and in-person
marketing strategies including conferences and seminars or webinars, websites, social media and
regular email connectivity
• Providing feedback and suggesting upgrades to Portfolio Management business partners on firm
approved tools and resources
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
• 2+ years of experience in a field relevant to the position required
• Four-year college degree or professional certification preferred
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Additional product licenses may be required
Knowledge/Skills
• Knowledge of financial services products, including but not limited to equities, bonds, options,
mutual funds, annuities, insurance, and managed accounts
• Technically proficient and quick learner of new and updated platforms
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
Version: 7/10/2024
Morgan Stanley
Portfolio Management (PM) Associate
Job Description
• Detail oriented with superior organizational skills and ability to prioritize
• Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet
applications
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven
Reports to:
• Business Service Officer
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
Version: 7/10/2024