{"id":3050170,"url":"https://alion.io/job/morgan-stanley-uma-portfolio-manager-2","title":"UMA Portfolio Manager","company":{"id":40230,"name":"Morgan Stanley","domain":"morganstanley.com","url":"https://alion.io/company/morgan-stanley","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Eightfold","truth_index":{"grade":"A","score":89,"open_postings":195,"ghost_share":0,"stale_share":0.405,"repost_share":0.026,"time_to_fill_p50_days":58,"computed_at":"2026-11-06T05:58:05Z"}},"role":"Management","role_family":"Management","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":70000,"max":115000,"currency":"USD","period":"year","gross":null,"usd_annual":115000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-09T00:00:00Z","employer_posted_date":"2026-10-21","last_verified_at":"2026-11-06T10:07:42Z","board_verified":true,"closed_at":null,"days_open":28,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":28},"description":"Portfolio Solutions Team\nThe 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 $800 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.\nPortfolio Management Position Summary\nThe primary role of the UMA 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 Financial Advisor’s client allocation strategies, answering questions for Financial Advisors and their support staff, allocating and execution trades for UMA client accounts).\nKey Responsibilities:\nImplement Investment Manager models based on client’s guidelines and program specifications (e.g., asset allocation specifications)\nInteract as a liaison between Investment Managers, financial and Graystone advisors and clients \nProvide portfolio and individual account analysis, portfolio construction, implementation and daily management \nManage and coordinate trade implementation and interact with trading team\nParticipating in developing solutions and enhancements that drive business efficiencies and propel growth\nDaily account management based on client requests and program specifications (e.g., rebalancing thresholds)\nProvide customized services that include cash management, restriction management, custom asset allocation models, portfolio rebalancing, multiple-accounts coordination and gradual portfolio transitions.\nService Financial Advisors by providing information about Investment Managers, vehicle types and individual products\nProvide assistance to Financial Advisors, Consulting Group Sales Directors and Consulting Group Sales Support Desk by communicating program details effectively and efficiently\nTrade Execution\nEquity SMA portfolios\nETFs\nDomestic Mutual Funds\nFA/Client Service\nOne Point of Contact\nFA and Client Conference Calls\nPortfolio Reviews\nRequirements\nSeries 7 and 66 designations required or the willingness to obtain within 90 days of hire\nBachelor’s in Accounting, Finance, or Business Management required or Equivalent degree with business related coursework. \nKnowledge of financial securities markets, advisory programs and products, as well as legal and regulatory requirements\nAbility to deliver as an individual contributor while being a strong team player\nAbility to adapt to a continually changing work environment while managing multiple priorities\nExcellent communication skills in both verbal and written forms\nWHAT YOU CAN EXPECT FROM MORGAN STANLEY:\nAt 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.\nTo learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.\nExpected base pay rates for the role will be between $70,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.\nMorgan 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.\nOur workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.\nFor more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.","description_format":"text","description_chars":5222,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Investment Banking & M&A Advisory","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-10-22T02:11:15Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 261 · green card filings: 46","filings_12m":261,"filings_prev_12m":208,"green_card_filings_12m":46,"median_offered_wage_usd":202500,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":76,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.848,"p_room":0.9,"age_days":28,"expected_fill_days":58,"reasons":["conf:0","velocity","win:mid","comp:brand"],"computed_at":"2026-11-06T05:58:05Z"},"pay":{"stated_usd_annual":115000,"is_top_pay":false},"html_url":"https://alion.io/job/morgan-stanley-uma-portfolio-manager-2","json_url":"https://alion.io/job/morgan-stanley-uma-portfolio-manager-2.json","meta":{"generated_at":"2026-11-06T11:07:48Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":20175,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-07T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":40230},"rest":"https://alion.io/mcp/rest/get_company?id=40230"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmorgan-stanley-uma-portfolio-manager-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmorgan-stanley-uma-portfolio-manager-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmorgan-stanley-uma-portfolio-manager-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/morgan-stanley-uma-portfolio-manager-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmorgan-stanley-uma-portfolio-manager-2"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3050170}},{"tool":"search_jobs","arguments":{"company":"morganstanley.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3050170},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}