Portfolio & Trading Solutions – Portfolio Management, Vice President

Morgan Stanley•1d ago

United StatesOnsite$115K–$190KFull-timeSenior Level7+ yrs exp

H-1B verified · 162 LCAs

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Portfolio ManagerSolutions ArchitectSolutions EngineerManagement Consultant

At Morgan Stanley, our Investment Advisory Solutions team helps clients make the most of their money. We manage over $3 Trillion in assets and are known for delivering innovative, personalized investment strategies. Our team blends cutting-edge tools with personal guidance to help financial advisors and their clients reach their goals with confidence. The Portfolio & Trading Solutions team within Investment Advisory Solutions provides investment products, portfolio management services
customized managed solutions for advisory programs, including Select UMA - the industry-leading Unified Managed Accounts program. The team offers a comprehensive, unified approach to asset allocation, manager selection, account management, trading
overall relationship management to Morgan Stanley’s Financial Advisors and their clients. Why Join Us? With more than $280 billion already under management, Morgan Stanley’s Tax Managed investment business is one of the most innovative and fast-growing areas of Investment Advisory Solutions focused on helping clients keep more of what they earn by minimizing unnecessary taxes and maximizing after-tax returns. This is your chance to be part of a highly specialized team that makes a direct difference in clients’ financial lives. What You’ll Do? As a Portfolio Manager on our Tax-Managed Investing team, you’ll be at the heart of the action—combining strategy, problem-solving
client engagement. Your role will include:
Bringing ideas to life: Managing Portfolios and trade generation in a tax efficient way to help clients grow wealth while minimizing tax costs.
Partnering with advisors: Working directly with financial advisors to design strategies, select investments, and build portfolios that fit each client’s needs.
Making complex simple: Explaining tax-smart investing solutions in a clear, approachable way to advisors and clients.
Safeguarding success: Monitoring portfolios closely and managing risk across accounts and businesses to ensure clients stay on track with their financial goals.
Building relationships: Joining meetings and calls with advisors to support their clients and uncover new opportunities.
Staying ahead of the curve: Keeping up with the latest investment research, trends
strategies so you can bring fresh ideas to the table. Supporting the continued development and enhancement of our proprietary trading system, including creating strategy presentations and coordinating delivery of technology solutions with various internal stakeholders Assisting Financial Advisors with asset allocation, appropriate investment selection
portfolio construction Creating and curating marketing materials for Tax Management and other business areas under the Managed Solutions organization Design and develop PowerPoint presentations and other materials for Financial Advisor and home office presentations Presenting Tax Management solutions for specialized situations to Financial Advisors and clients Qualifications: Bachelors Degree required. B.S. in Accounting, Finance
Business Management preferred At least 7 years of professional experience, Financial Services in a wealth management/portfolio management capacity, preferred Knowledge of financial securities markets, Advisory programs and products, as well as legal and regulatory requirements Ability to deliver as an individual contributor while being a strong team player Ability to adapt to a continually changing work environment while managing multiple priorities Excellent communication skills in both verbal and written forms Series 7 and 66 (alternatively, both 63 and 65) designations a must Former portfolio management experience with tax efficiency, a plus Proactive with flexibility to learn multiple business disciplines Why You’ll Love It Here: You’ll be making a real impact by helping clients keep more of what they earn. You’ll work in a collaborative environment where your ideas are valued and your voice matters. You’ll gain exposure to cutting-edge investment strategies and work alongside some of the most talented professionals in the industry. You’ll have opportunities to grow your career, expand your expertise
take on increasing responsibility. This is more than just portfolio management—it’s about being a trusted partner, problem solver
innovator for our clients! WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion
giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $115,000 and $190,000 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
other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion
individuals are hired, developed
advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives
experiences. For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

Required skills

Portfolio ManagementTax ManagementFinancial ServicesInvestment StrategiesRisk Management