Portfolio Manager, Trading and Managed Solutions

Full Job Description

Portfolio Manager, Trading and Managed Solutions

Job Number:


POSTING DATE: Jul 23, 2021

PRIMARY LOCATION: Americas-United States of America-New York-New York

EDUCATION LEVEL: Bachelor’s Degree

JOB: Wealth Management


JOB LEVEL: Assistant Vice President


Portfolio Solutions Team

The Portfolio Solutions team provides investment products, portfolio management services, and Tax Management solutions for Consulting Group advisory programs, including Select UMA – the industry-leading Unified Managed Accounts program with over $300 Billion in assets under management. The team offers a comprehensive, unified approach to asset allocation, manager selection, account management, trading, and overall relationship management to Morgan Stanley’s Financial Advisors and their clients.

Portfolio Management Position Summary –

The primary role of the Portfolio Manager is to implement Investment Managers and Financial Advisors trade instructions for the UMA program. PMs work directly with the Investment Managers’ and Financial Advisors teams throughout the model delivery and trading process. (e.g., understanding Investment Manager’s strategy, answering model delivery questions, assisting in accessing trade execution and account analytics information) Work closely with the Trade Solutions trading desk team

Key Responsibilities:

Implement Investment Manager models based on clients’ guidelines and program specifications (e.g., asset allocation specifications)

Interact as a liaison between Investment Managers, financial and Graystone advisors and clients

Provide portfolio and individual account analysis, portfolio construction, implementation and daily management

Manage and coordinate trade implementation and interact with trading team

Participating in developing solutions and enhancements that drive business efficiencies and propel growth

Daily account management based on client requests and program specifications (e.g., rebalancing thresholds)

Provide customized services that include cash management, restriction management custom asset allocation models, portfolio rebalancing, multiple-accounts coordination and gradual portfolio transitions.

Service Financial Advisors by providing information about Investment Managers, vehicle types and individual products

Provide assistance to Financial Advisors, Consulting Group Sales Directors and Consulting Group Sales Support Desk by communicating program details effectively and efficiently

Trade Execution

Equity SMA portfolios


Domestic Mutual Funds

FA/Client Service

One Point of Contact

FA and Client Conference Calls

Portfolio Reviews



Equivalent to Bachelor’s degree with business related coursework. B.S. in Accounting, Finance, or Business Management 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 designations required

Ability to work international business trading hours

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