Morgan Stanley
Portfolio Management Associate
$68K–$120K
Pasadena, California · On-site · Full-time · Posted Oct 12, 2026
- Experience
- 2+ years of experience in a field relevant to the position required.
- 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 operations.
What you'll do
- Enter or adjust asset allocations and update clients’ estate, trust, retirement, and insurance objectives.
- Prepare client reports, assist with research, and participate in prospective or existing client meetings.
- Support marketing activities and provide feedback on firm-approved tools and resources.
What they ask for
- 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, interpersonal, writing, and client service skills; proficiency with MS Office, particularly MS Excel.
Nice to have
- Four-year college degree or professional certification.
Pay
$68,000 and $120,000 per year (USD, base salary)
Tools
MS Office, MS Excel
Model-written summary · the original posting is authoritative