Job Description
Job Number:
3251900
DESCRIPTION
Portfolio Solutions Team
The Portfolio Solutions team provides investment products, portfolio management services, and Tax Management solutions for Consulting Group advisory programs, including Select UMA - the industry-leading Unified Managed Accounts program with over $423 Billion in assets under management. The team offers a comprehensive, unified approach to asset allocation, manager selection, account management, trading, and overall relationship management to Morgan Stanley’s Financial Advisors and their clients.
Portfolio ManagementPosition Summary -
The primary role of the Portfolio Manager (PM) is to implement Investment Managers trades and manage accounts in Offshore UMA and Outside Custody Institutional programs. PMs work directly with the Investment Managers’ teams throughout the model delivery and trading process. (e.g., understanding Investment Manager’s strategy, answering model delivery questions, assisting in accessing trade execution and account analytics information). PMs also work closely with the Trade Solutions trading desk team.
Key Responsibilities:
Understand all aspects of the business and participate in discussions including contracting, marketing, and business development activities on an ongoing and active basis
QUALIFICATIONS
Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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