Morgan Stanley
Portfolio Management Associate Director - CFA
Fort Lauderdale, Florida · On-site · Director · Full-time · Posted Sep 21, 2026
- Experience
- 10+ years of experience in a field relevant to the position.
- Education
- Advanced degree or professional certification or prior industry experience required.
About the job
Supports Financial Advisors and Private Wealth Advisors by developing and implementing tailored investment strategies, managing portfolios, conducting research, and communicating with clients.
What you'll do
- Recommends asset allocations, evaluates holdings, and implements portfolio decisions and trades.
- Conducts investment, credit, and market research; develops valuation models and portfolio reports.
- Supports advisors with client investment strategies, portfolio reviews, and related client meetings.
What they ask for
- Active Series 7 and Series 66, or Series 63 and Series 65.
- Must hold and maintain the CFA designation.
- Advanced degree, professional certification, or prior industry experience.
- Strong compliance record and knowledge of applicable compliance rules, regulations, and firm policies.
Nice to have
- Knowledge of the financial industry and investment products.
- Successful completion of the Portfolio Management Coursework (unless holding the CFA designation).
Model-written summary · the original posting is authoritative