Associate Portfolio Manager

We are looking for an experienced and motivated Associate Portfolio Manager to join the team at Morgan Stanley. This role will be responsible for providing financial advice and portfolio management services to clients of the firm. The successful candidate will have a passion for financial markets and a strong commitment to client service. The ideal candidate will have a minimum of 5 years of experience in the financial services industry, with at least 2 years of experience in portfolio management. The candidate should have a bachelor’s degree in finance, economics, or a related field, as well as a CFA or other professional certification. We are looking for someone who is highly organized and detail-oriented, with the ability to think strategically and analyse complex data. The successful candidate will have excellent communication skills and the ability to work well with a diverse team. If you are a passionate and driven individual who is looking to make an impact in the financial services world, then this could be the perfect opportunity for you.

Responsibilities:

1. Provide financial advice and portfolio management services to clients.
2. Develop and execute strategies to meet clients’ individual goals.
3. Analyse financial data and make appropriate decisions.
4. Monitor portfolios and make adjustments as needed.
5. Maintain relationships with clients and provide regular updates on their investments.
6. Research and recommend investments to clients.
7. Prepare reports and presentations on portfolio performance.
8. Stay up to date on industry trends and regulations.
9. Work with other departments to ensure client satisfaction.
10. Adhere to all applicable regulations and internal policies.

According to JobzMall, the average salary range for a Associate Portfolio Manager in Chicago, IL, USA is $57,000 - $103,000 per year. This range is based on the salaries of current job postings on the site.

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.