Morgan Stanley
Portfolio Management Associate
$92K–$110K
Boston, Massachusetts · On-site · Full-time · Posted Oct 9, 2026
- Experience
- 5+ years in a relevant field required.
- Education
- Four-year college degree or professional certification preferred.
About the job
Supports a Wealth Management team by developing client financial plans and investment strategies, managing portfolios, and delivering client support.
What you'll do
- Recommends asset allocations, sets up portfolios, evaluates holdings, and implements portfolio decisions using the LYDIA trading platform.
- Researches investment and market information and produces monthly or quarterly reports.
- Meets with clients to review investment strategies and helps manage estate, trust, retirement, and insurance objectives.
What they ask for
- 5+ 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).
- Successful completion of Portfolio Management Coursework or holds the CFA designation.
- Strong understanding of applicable compliance rules, regulations and firm policies.
Nice to have
- Four-year college degree or professional certification.
- Mandarin fluency.
Pay
USD $92,500 to $110,000 per year, base salary
Tools
LYDIA
Model-written summary · the original posting is authoritative