Portfolio Management Associate

Morgan Stanley

Louisville, United States
Client service mindset
Knowledge of financial products
Detail oriented and organized
Portfolio Management Associates provide exceptional service to clients and support Financial Advisors

Job Summary

  • Portfolio Management Associates provide exceptional service to clients and support Financial Advisors.
  • This role requires an in-depth understanding of market conditions and trends.
  • Morgan Stanley values diversity and offers comprehensive employee benefits.

Matching Summary

Portfolio Management Associates provide exceptional service to clients and support Financial Advisors.

Skills & Requirements

Must-have

  • Client service mindset
  • Knowledge of financial products
  • Detail oriented and organized

Nice-to-have

  • Strong interpersonal skills
  • Ability to collaborate with others
  • Adaptable in fast-paced environment

Key Requirements

  • 2+ years of relevant experience
  • Active Series 7 and Series 66 or Series 63 and Series 65 required
  • Four-year college degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter