451 jobs for "Portfolio Management Associate"

Private Wealth Management Analyst

At Morgan Stanley - West Conshohocken

Posted on Oct 15

View job Apply on company site

U.S Private Bank - Private Banker, Senior Associate

At JPMorgan Chase - San Francisco

Posted on Oct 12

View job Apply on company site

Associate Trust Officer - 12 Month Full-Time Contract

At Computershare - Calgary

Posted on Nov 7

View job Apply on company site

Associate Director, Microbiology

At BD - Vernon Hills

Posted on Nov 3

View job Apply on company site

Associate Account Manager & Marketing Coordinator

At Hitachi Energy - Sydney

Posted on Oct 31

View job Apply on company site

Associate Product Manager

At McLane - Temple

Posted on Oct 31

View job Apply on company site

Associate Scientist

At CSL

Posted on Oct 30

View job Apply on company site

Product Strategy Associate (Consulting/Business)

At Aptiv - Boston

Posted on Oct 29

View job Apply on company site

MDS Associate Territory Manager -British Columbia

At BD - Vancouver

Posted on Oct 26

View job Apply on company site

Associate Territory Manager MDS - Manitoba, Saskatchewan and Thunder Bay Region

At BD

Posted on Oct 21

View job Apply on company site

Product Manager - Analyst / Associate

At iCapital - Colorado Springs

Posted on Oct 21

View job Apply on company site

Client Delivery Advocate - Associate

At iCapital - Salt Lake City

Posted on Oct 20

View job Apply on company site

Associate Director, Actuarial

At Oscar Health - Remote / Flexible

Posted on Oct 15

View job Apply on company site

Capital Markets & Transactions Associate (Real Estate)

At Howard Hughes - The Woodlands

Posted on Oct 14

View job Apply on company site

Sr Associate, Consumer Products - Apparel

At Mattel - El Segundo

Posted on Oct 30

View job Apply on company site

Business Operations Associate - CashNet USA

At Enova - Chicago

Posted on Nov 5

View job Apply on company site

Rated Customer Success Associate

At EcoVadis - Quatre Bornes

Posted on Oct 28

View job Apply on company site

Associate Director, Business Development

At Symphony

Posted on Oct 22

View job Apply on company site

Account Manager, GR Enterprise

At Uber - London

Posted on Nov 6

View job Apply on company site

ChaseNet Data Scientist

At JPMorgan Chase - Plano

Posted on Nov 5

View job Apply on company site

Morgan Stanley

Private Wealth Management Analyst

West Conshohocken, PAPosted 24 days ago

Apply on company site View full job

POSITION SUMMARY

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis.

DUTIES and RESPONSIBILITIES:

Client Service: As a key member of the service team, provide coverage for an FA/PWA/team including:

• Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups

• Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity

• Remaining current on all policies, procedures and new platforms

Business Development Support: • Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management

• At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity

• At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans 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

• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:

Education and/or Experience

• 2+ years of work 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

• 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

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. 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. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

About Morgan Stanley

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals.

Size: 10,000+ employees
Industry: Financial Services

View company profile