Morgan Stanley

Portfolio Management Associate

Morgan Stanley

Houston, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

"Are you a driven and analytical individual with a passion for investment management? Morgan Stanley is seeking a highly qualified Portfolio Management Associate to join our dynamic team. As a global leader in wealth management and investment banking, we are dedicated to providing our clients with exceptional service and expertise. This is an exciting opportunity to work alongside some of the industry's top professionals and contribute to our continued success. Join us in this challenging and rewarding role and take the next step in your career."

  1. Conduct investment research and analysis to identify potential opportunities for clients.
  2. Work closely with senior portfolio managers to develop and implement investment strategies.
  3. Monitor and evaluate portfolio performance and provide regular updates to clients and senior management.
  4. Conduct market and industry research to stay informed on current trends and developments.
  5. Communicate with clients to understand their investment objectives and provide personalized recommendations.
  6. Assist in the creation and maintenance of client portfolios.
  7. Collaborate with other team members to ensure seamless execution of investment strategies.
  8. Stay up-to-date on industry regulations and compliance requirements.
  9. Utilize financial modeling and analysis tools to support investment decisions.
  10. Prepare and present reports and presentations to clients and senior management.
  11. Continuously monitor and assess risk in client portfolios and make recommendations for adjustments as needed.
  12. Provide exceptional customer service to clients and address any inquiries or concerns promptly.
  13. Act as a liaison between clients and internal departments to facilitate smooth operations.
  14. Participate in team meetings and contribute ideas for improving processes and procedures.
  15. Maintain a high level of professionalism and confidentiality at all times.
Where is this job?
This job is located at Houston, TX, USA
Job Qualifications
  • Strong Analytical And Quantitative Skills

  • Knowledge Of Financial Markets And Investment Strategies

  • Bachelor's Degree In Finance, Economics, Or Related Field

  • Experience With Portfolio Management Software And Tools

  • Excellent Communication And Interpersonal Skills For Client Interactions And Teamwork.

Required Skills
  • Risk Management

  • Financial Analysis

  • Data Analysis

  • Market Research

  • Financial Modeling

  • Investment Strategy

  • Client Relations

  • Asset allocation

  • Portfolio optimization

  • performance tracking

  • Asset Valuation

  • Portfolio Construction

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Portfolio Management Associate in Houston, TX, USA is between $60,000 to $80,000 per year. This may vary based on factors such as experience, education, and the specific company and industry the individual is working in.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 16th, 2024
Apply BeforeJuly 20th, 2025
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About Morgan Stanley

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.

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