full-time
Portfolio & Trading Solutions – Portfolio Management, Vice President
Morgan Stanley
- Employer
- Morgan Stanley
- Location
- New York
- Working pattern
- on-site
- Salary
- $115,000–$190,000 / year
About the role
Manage portfolios and generate trades in a tax-efficient manner to maximize after-tax returns for clients. Partner with financial advisors to design customized investment strategies and provide expert guidance on tax-smart solutions. Requires a bachelor's degree and at least 7 years of professional experience, preferably in wealth or portfolio management. Must hold Series 7 and 66 (or 63 and 65) designations and possess strong knowledge of financial securities markets.