Morgan Stanley
Portfolio Management Associate
$68K–$120K
Newport Beach, California · On-site · Full-time · Posted Sep 18, 2026
- Experience
- 2+ years in a field relevant to the position.
- Education
- Four-year college degree or professional certification preferred.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Supports Financial Advisors and Private Wealth Advisors with client service, financial planning, investment strategies, and portfolio-related tasks.
What you'll do
- Enter or adjust asset allocations and update clients’ financial objectives.
- Prepare client reports and assist with research using firm-approved systems.
- Support client meetings, review prospects, and execute clerical elements of marketing strategies.
What they ask for
- 2+ years of experience in a field relevant to the position.
- Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
- Strong organizational, client service, interpersonal, and writing skills; proficiency with MS Office, particularly MS Excel.
Nice to have
- Four-year college degree or professional certification.
Pay
USD $68,000 to $120,000 per year (base salary)
Tools
MS Office, MS Excel
Model-written summary · the original posting is authoritative