Morgan Stanley
UMA Portfolio Manager
$115K–$190K
New York, New York · On-site · Manager · Full-time · Posted Oct 6, 2026
- Experience
- 3 to 5 years of investment experience
- Education
- Bachelor’s in Accounting, Finance, or Business Management required, or equivalent to degree with business related coursework.
About the job
Implements and manages investment models and trade instructions for Unified Managed Accounts, while supporting Financial Advisors, Investment Managers, and clients.
What you'll do
- Implement Investment Manager models and coordinate trade execution according to client guidelines and program specifications.
- Manage accounts and portfolios, including analysis, rebalancing, cash and restriction management, and portfolio transitions.
- Liaise with Investment Managers, advisors, clients, and trading teams; provide program information and portfolio reviews.
What they ask for
- Knowledge of financial securities markets, advisory programs and products, and legal and regulatory requirements.
- Series 7 and 66 designations, or willingness to obtain them within 90 days of hire.
- Ability to work international business trading hours.
- Strong communication, teamwork, adaptability, and ability to manage multiple priorities.
Pay
USD $115,000 to $190,000 per year (base salary)
Tools
Equity SMA portfolios, ETF’s, Domestic Mutual Funds, Interval Funds
Model-written summary · the original posting is authoritative