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Morgan Stanley · 9 hours ago

Institutional Portfolio Monitoring - Associate

South Jordan, UT

Full-time

Onsite

Mid, Senior Level

5+ years exp

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Institutional Portfolio Monitoring - Associate role involves overseeing and monitoring client portfolios, parsing investment guidelines, and collaborating with various internal and external partners to ensure compliance and effective risk management.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Oversee, onboard, and monitor client portfolios subject to Investment Policy Statements

Parse written investment guidelines into mathematical, logic-based rules

Follow written supervisory procedures

Partner with vendors and internal partners including Institutional Consulting Solutions business, Institutional Client Segment Risk, Legal, and Field Risk Officers

Build warm working relationships with all levels of leadership, Institutional Business Owners, Financial Advisors/Private Wealth Advisors/Portfolio Managers and Client Service Professionals

Demonstrate strong attention to detail, collaborate effectively in a team-based environment and assume ownership of multiple team tasks

Proactively monitor and assess all types of financial and non-financial risk

Educate, communicate, and explain difficult concepts in a clear and concise manner to colleagues at all levels in the Firm

Qualification

Investment Policy StatementsFinancial products knowledgeAnalytical skillsSECFINRA complianceExcel proficiencyEffective communicationTime managementProblem solvingTeam collaborationSelf-driven