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UMA Portfolio Manager

Morgan Stanley • New York, NY, US • published 2026-10-06 19:33:47.367411

Description

**Portfolio Solutions Team** The Portfolio Solutions team provides investment products, portfolio management services, and Tax Management solutions for Consulting Group advisory programs, including Select UMA \- the industry\-leading Unified Managed Accounts program with over $300 Billion in assets under management. The team offers a comprehensive, unified approach to asset allocation, manager selection, account management, trading, and overall relationship management to Morgan Stanley’s Financial Advisors and their clients. **Portfolio Management Position Summary** The primary role of the Portfolio Manager is to implement Investment Managers and Financial Advisors trade instructions for the UMA program. PMs work directly with the Investment Managers’ and Financial Advisors teams throughout the model delivery and trading process. (e.g., understanding Investment Manager’s strategy, answering model delivery questions, assisting in accessing trade execution and account analytics information) Work closely with the Trade Solutions trading desk team **Key Responsibilities:** * Implement Investment Manager models based on clients' guidelines and program specifications (e.g., asset allocat...

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