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© All Rights Reserved. ApplyBlast.com
Morgan Stanley
The UMA Portfolio Manager implements investment manager and financial advisor trade instructions for the Unified Managed Accounts program, serving as a liaison between investment managers, advisors, and clients. The role involves portfolio construction, daily account management, trade execution, and providing customized services to support financial advisors and their clients. This position requires strong communication skills and the ability to manage multiple priorities in a dynamic environment.
Headquarters
New York, New York, United States
Company Size
10001+ employees
Founded
1935
Morgan Stanley is a global leader in financial services, providing wealth management, investment banking, sales and trading, research, and investment management services to individuals, institutions, and governments. Founded in 1935, the firm helps clients raise, manage, and distribute capital to achieve their financial goals. Morgan Stanley operates across public and private markets with a workforce of more than 80,000 employees worldwide.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Morgan Stanley.
3% above the average for this role
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