Job Information

Morgan Stanley Private Wealth Management Portfolio Management Associate in Charlotte, North Carolina


The Portfolio Management (PM) Associate is an integral member of a Wealth Management team who assists Financial Advisors / Private Wealth Advisors with developing financial plans and investment strategies based on client goals. The Portfolio Management Associate creates a consistent and positive client experience to help ensure all commitments are completed and delivered in a timely manner. This role requires an in-depth understanding of market conditions, trends and overall economic outlook in order to provide both client and portfolio management support to the team.


Portfolio Management & Business Development: * Makes asset allocation recommendations to the group and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor * Proactively evaluates and upgrades platforms for the Portfolio Management Group; implements decisions by using the LYDIA trading platform * Determines scope of and performs necessary database and internet research, screenings, and produces monthly or quarterly reports using proprietary software * Critically examines current holdings to evaluate if portfolio action is warranted * Attends research meetings

Client Support

  • Regularly meets with clients to discuss investment strategy options and perform market reviews with or on behalf of the Financial Advisor / Private Wealth Advisor
  • Manages clients’ estate, trust, retirement, and insurance objectives with the Financial Advisor / Private Wealth Advisor
  • Screens new client prospects that are developed through leads and referrals to determine suitability for addition to group
  • Develops marketing and seminar material and helps distribute targeted presentations to clients on behalf of the Financial Advisor / Private Wealth Advisor


*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) * Additional product licenses may be required _*Knowledge/Skills* * Enjoys working with people and solving problems * Effective written and verbal communication skills * Proficient in applicable software applications * Knowledge of financial industry and investment products preferred * Successful completion of Portfolio Management Coursework or holds the CFA designation * Strong understanding of applicable compliance rules, regulations and firm policies * Detail-oriented with superior organizational skills and ability to prioritize tasks * Able to work independently and effectively on a team * Ability and interest in working in a fast-paced, evolving environment *Reports to* Business Service Officer

Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V

Job: *Wealth Management

Title: Private Wealth Management Portfolio Management Associate

Location: North Carolina-Charlotte

Requisition ID: 3248121