Morgan Stanley
UMA Portfolio Manager
$70K–$115K
New York, New York · On-site · Manager · Full-time · Posted Oct 21, 2026
- Education
- Bachelor’s in Accounting, Finance, or Business Management, or equivalent degree with business-related coursework.
About the job
Implements investment manager and financial advisor trade instructions for UMA accounts, managing portfolio construction, trading, account needs, and advisor support.
What you'll do
- Implement investment manager models and coordinate trade execution for UMA client accounts.
- Manage daily account needs, including rebalancing, cash and restriction management, and portfolio transitions.
- Serve as a liaison and provide portfolio analysis, reviews, and program information to advisors and clients.
What they ask for
- Series 7 and 66 designations, or willingness to obtain them within 90 days of hire.
- Bachelor’s in Accounting, Finance, or Business Management, or equivalent degree with business-related coursework.
- Knowledge of financial securities markets, advisory programs and products, and legal and regulatory requirements.
- Strong verbal and written communication, adaptability, and ability to manage multiple priorities as an individual contributor and team player.
Pay
$70,000 and $115,000 per year (base salary)
Model-written summary · the original posting is authoritative