Student Veterans of America Jobs

Welcome to SVA’s jobs portal, your one-stop shop for finding the most up to date source of employment opportunities. We have partnered with the National Labor Exchange to provide you this information. You may be looking for part-time employment to supplement your income while you are in school. You might be looking for an internship to add experience to your resume. And you may be completing your training ready to start a new career. This site has all of those types of jobs.

Here are a few things you should know:
  • This site is mobile friendly. You do not need a log-in or password to access information.
  • Jobs on this site are original and unduplicated and come from three sources: the Federal government, state workforce agency job banks, and corporate career websites. All jobs are vetted to ensure there are no scams, training schemes, or phishing.
  • The site is refreshed daily to remove out-of-date content.
  • The newest jobs are listed first, so use the search features to match your interests. You can look for jobs in a specific geographical location, by title or keyword, or you can use the military crosswalk. You may want to do something different from your military career, but you undoubtedly have skills from that occupation that match to a civilian job.

Job Information

Morgan Stanley Private Wealth Management Portfolio Management Associate in Charlotte, North Carolina

POSITION SUMMARY

The Portfolio Management (PM) Associate is an integral member of a Wealth Management team who assists Financial Advisors / Private Wealth Advisors with developing financial plans and investment strategies based on client goals. The Portfolio Management Associate creates a consistent and positive client experience to help ensure all commitments are completed and delivered in a timely manner. This role requires an in-depth understanding of market conditions, trends and overall economic outlook in order to provide both client and portfolio management support to the team.

DUTIES and RESPONSIBILITIES

Portfolio Management & Business Development: * Makes asset allocation recommendations to the group and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor * Proactively evaluates and upgrades platforms for the Portfolio Management Group; implements decisions by using the LYDIA trading platform * Determines scope of and performs necessary database and internet research, screenings, and produces monthly or quarterly reports using proprietary software * Critically examines current holdings to evaluate if portfolio action is warranted * Attends research meetings

Client Support

  • Regularly meets with clients to discuss investment strategy options and perform market reviews with or on behalf of the Financial Advisor / Private Wealth Advisor
  • Manages clients’ estate, trust, retirement, and insurance objectives with the Financial Advisor / Private Wealth Advisor
  • Screens new client prospects that are developed through leads and referrals to determine suitability for addition to group
  • Develops marketing and seminar material and helps distribute targeted presentations to clients on behalf of the Financial Advisor / Private Wealth Advisor

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS

*Education and/or Experience* _ * 2 years of experience in a field relevant to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Additional product licenses may be required _*Knowledge/Skills* * Enjoys working with people and solving problems * Effective written and verbal communication skills * Proficient in applicable software applications * Knowledge of financial industry and investment products preferred * Successful completion of Portfolio Management Coursework or holds the CFA designation * Strong understanding of applicable compliance rules, regulations and firm policies * Detail-oriented with superior organizational skills and ability to prioritize tasks * Able to work independently and effectively on a team * Ability and interest in working in a fast-paced, evolving environment *Reports to* Business Service Officer

Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V

Job: *Wealth Management

Title: Private Wealth Management Portfolio Management Associate

Location: North Carolina-Charlotte

Requisition ID: 3248121

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