Top 22 Investment associate Jobs in Colts Neck Nj

Portfolio Management Associate
Morgan Stanley —Red Bank, NJ
- $75,000 - $125,000 a year
- Full-time
- Computer literacy
- Writing skills
- Research
- Health savings account
- Paid holidays
Wealth Management Client Associate
Bank of America —Princeton, NJ
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Registered Wealth Management Client Associate
Bank of America —Iselin, NJ
- $26.50 - $42.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
J.P. Morgan Wealth Management - Private Client Investment Associate - Monmouth Junction, NJ
JPMorganChase —Monmouth Junction, NJ
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Finance Associate
Azend Pharma —Piscataway, NJ
- $52,000 - $58,000 a year
- Full-time
- CPA
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Ventures Associate - Enterprise & AI
Plug and Play Tech Center —West Windsor, NJ
- Full-time
- Mid-level
- Analysis skills
- Communication skills
Quick Apply
Wealth Management Associate
Equitable Advisors —Woodbridge, NJ
- $33,400 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Portfolio Management Associate Director
Morgan Stanley —Red Bank, NJ
- $75,000 - $125,000 a year
- Computer literacy
- Writing skills
- Research
- Health savings account
- Paid holidays
14d
Trading Support Associate
Jalinski Advisory Group, Inc —Toms River, NJ
- From $20 an hour
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- 401(k)
Quick Apply
5d
Associate Actuary - Reserving
Fortegra —Iselin, NJ
- $120,000 - $160,000 a year
- Mid-level
- Office
- 4 years
- Disability insurance
- Health insurance
Quick Apply
Associate Underwriter - Commercial Lines
Jencap —Red Bank, NJ
- Mid-level
- Office
- Analysis skills
- 401(k)
- Tuition reimbursement
Quick Apply
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Woodbridge, NJ
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance

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Private Equity Associate
Emigrant Capital —New York, NY
A bachelor's degree from a top tier institution. In addition to cash compensation, the Associate will be eligible for additional benefits including, but not…
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GIC Group —New York, NY
Excellent financial analysis and modeling skills. Support deal evaluation through building detailed financial models, conduct in-depth research on industries…
$135,000 - $175,100 a year

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Portfolio Management Associate

Morgan Stanley -
Red Bank, NJ

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Job Details

Full-time
$75,000 - $125,000 a year

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Series 7
Industry trends
Experience practicing in the securities industry

Full Job Description

Job Description
POSITION SUMMARY
Portfolio Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, they support FAs / PWAs/team with developing financial plans and investment strategies based on client goals. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role requires an in-depth understanding of market conditions, trends and overall economic outlook.

DUTIES and RESPONSIBILITIES

Portfolio Management & Business Development:
At the direction of the FA/PWA/team, entering new or adjusting existing asset allocations
At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports from firm-approved systems for existing or prospective clients
At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
At the direction of the client or FA/PWA/team, making updates to clients’ estate, trust, retirement, and insurance objectives
Reviewing new client prospects that are developed through leads and referrals in relation to the FA/PWA/team’s client service model
At the direction of FA/PWA/team, executing against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
Providing feedback and suggesting upgrades to Portfolio Management business partners on firm-approved tools and resources

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS

Education and/or Experience

2+ years of experience in a field relevant to the position required
Four-year college degree or professional certification preferred
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Additional product licenses may be required

Knowledge/Skills

Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Technically proficient and quick learner of new and updated platforms
Detail oriented with superior organizational skills and ability to prioritize
Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven

Reports to

Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Salary range for the position: $75,000 and $125,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

Apply Now

Refine Your Search

investment associate jobs in colts neck nj

Portfolio Management Associate

Wealth Management Client Associate

Registered Wealth Management Client Associate

J.P. Morgan Wealth Management - Private Client Investment Associate - Monmouth Junction, NJ

Finance Associate

Ventures Associate - Enterprise & AI

Wealth Management Associate

Portfolio Management Associate Director

Trading Support Associate

Associate Actuary - Reserving

Associate Underwriter - Commercial Lines

Wealth Management Associate - Retirement Benefits Group

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