
Portfolio Management Associate
At Morgan Stanley, we are looking for an enthusiastic and experienced professional to join our team as a Portfolio Management Associate. The ideal candidate will have strong analytical skills, an understanding of financial markets, and the ability to provide exceptional customer service. Our Portfolio Management Associate will be responsible for creating and managing portfolios for our clients, conducting research, and providing advice. This position requires a Bachelor’s degree in a related field, a minimum of 3 years of experience in financial services, and excellent communication skills. In addition, the successful candidate must have knowledge of financial regulations, a thorough understanding of portfolio management strategies, and the ability to work both independently and as part of a team. If you have the qualifications required and are passionate about providing exceptional portfolio management services, then we want to hear from you!
Responsibilities:
- Create and manage portfolios for clients, in accordance with their financial goals and risk tolerance
- Conduct research and provide advice on investments
- Monitor and analyze market trends and fluctuations
- Develop and implement portfolio management strategies
- Update clients on their portfolio performance
- Actively seek out new investment opportunities
- Maintain client portfolios in compliance with all applicable laws and regulations
- Adhere to industry and company standards of customer service excellence
- Work collaboratively with other portfolio management professionals
- Stay up-to-date on the latest market news and trends
Or A Related Field
Economics
Accounting
Bachelor's Degree In Finance
Proficiency In Microsoft Office Suite
Exceptional Communication And Interpersonal Skills
At Least Years Of Experience In Portfolio Management
Outstanding Analytical And Problem-Solving Skills
Knowledge Of Financial Markets And Investment Strategies
Ability To Work In A Fast-Paced And High-Pressure Environment
Risk Management
Financial Reporting
Project Management
Data Analysis
Market Research
Presentation skills
Financial Modeling
Relationship Building
Compliance
Portfolio analysis
Asset allocation
Client Services
Investment Analysis
Trading Strategies
Technology Platforms
Communication
Leadership
Problem Solving
Time management
Interpersonal Skills
creativity
Organization
flexibility
Teamwork
Adaptability
According to JobzMall, the average salary range for a Portfolio Management Associate in New York, NY, USA is between $70,000 and $115,000 per year. This range is based on the most recent salary data from a variety of sources, including JobzMall's own research.
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Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.

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