Institutional Portfolio Management , Portfolio Manager - Vice President

A Portfolio Manager in the Institutional Portfolio Management team would be responsible for:

• Assisting Financial Advisors with asset allocation and manager selection
• Presenting Institutional Portfolio Management for specialized situations to Financial Advisors and clients
• Managing trade generation
• Providing continuous oversight for and performing risk management of the account base
• Organizing, attending, coordinating meetings and conference calls with Financial Advisors in support of their Select UMA books or prospects
• Participating in developing solutions and enhancements that drive business efficiencies and propel growth
• Liaising with internal stakeholders such as OCIO, Graystone, and MS Family Office to drive business growth of the platform, engagement and increase awareness.
• Participating in continuous education with respect to firm's global investment advice, product research and industry trends
• Supporting the broader Managed Solutions business through engagement in sales campaigns and client outreach
• Preparing strategy presentations and conducting business analysis in support of management presentations
• Identify & coordinating process improvements with internal and external partners
• Managing relationships with external vendors and custodial partners

• Equivalent to Bachelor's degree with business related coursework. B.S. in Finance, Business Management, or Accounting preferred
• Knowledge of financial securities markets, Advisory platforms, programs and products, as well as legal and regulatory requirements
• Strong team player who has the ability to envision solutions and work collaboratively to institute business improvements
• Ability to adapt to a continually changing work environment while managing multiple priorities
• 7 + years experience in the financial services industry
• Excellent communication skills in both verbal and written form
• FINRA Series 7 license required; Willingness to obtain Series 66 (or 63/65) within 180 days of hire.
• Portfolio management experience a plus

Expected base pay rates for the role will be between $110,000 and $185,000 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).

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

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).