Morgan Stanley

Portfolio Management Associate

Morgan Stanley

New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

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:

  1. Create and manage portfolios for clients, in accordance with their financial goals and risk tolerance
  2. Conduct research and provide advice on investments
  3. Monitor and analyze market trends and fluctuations
  4. Develop and implement portfolio management strategies
  5. Update clients on their portfolio performance
  6. Actively seek out new investment opportunities
  7. Maintain client portfolios in compliance with all applicable laws and regulations
  8. Adhere to industry and company standards of customer service excellence
  9. Work collaboratively with other portfolio management professionals
  10. Stay up-to-date on the latest market news and trends
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • 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

Required Skills
  • 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

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • flexibility

  • Teamwork

  • Adaptability

Compensation

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.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedNovember 17th, 2023
Apply BeforeMay 22nd, 2025
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About Morgan Stanley

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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