55 Portfolio Management Associate Jobs in Chicago, IL
Sorry! This job is no longer available. Please explore similar jobs listed on the left.
Morgan Stanley is Hiring a Portfolio Management Associate Near Chicago, IL
- 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
- 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
- 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
- Business Service Officer
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).
Job Summary
Full Time
Securities
$92k-129k (estimate)
05/09/2024
05/14/2024
morganstanley.com
MANHATTAN, NY
>50,000
1924
RICHARD B FISHER
>$50B
Securities
Related Companies
The job skills required for Portfolio Management Associate include Portfolio Management, Presentation, Commitment, Problem Solving, Economics, Trading, etc. Having related job skills and expertise will give you an advantage when applying to be a Portfolio Management Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Portfolio Management Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Portfolio Management Associate positions, which can be used as a reference in future career path planning. As a Portfolio Management Associate, it can be promoted into senior positions as a Portfolio Manager III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Management Associate. You can explore the career advancement for a Portfolio Management Associate below and select your interested title to get hiring information.
Similar Jobs
Popular Articles
