About this opportunity
Morgan-Stanley lists this UMA Portfolio Manager — Trade-Driven & Client-Focused opportunity in town of islip, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Morgan Stanley’s Portfolio Solutions Team drives UMA programs, portfolio management and trade execution for financial advisors and clients. The Portfolio Manager implements Investment Manager models, analyzes portfolios, and coordinates trades within a collaborative team.
The role emphasizes client-focused services, understanding investment strategies, and adherence to regulatory requirements, with opportunities to engage across advisory programs and global markets.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.