- Morgan Stanley (New York, NY)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * UMA Portfolio Manager * **Location:** *New York-New ... clients. * Portfolio Management Position Summary* The primary role of the Portfolio Manager is to implement Investment Managers and Financial Advisors trade… more
- Morgan Stanley (New York, NY)
- …designed to minimize realized capital gains and enhance after-tax returns. A Portfolio Manager in the Tax Managed Select UMA team would be responsible for: * ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Portfolio Manager Tax Management Services, AVPs* **Location:** *New… more
- Mirador (Stamford, CT)
- …-Financial Reporting & Data Aggregation tools: + Analyze and explain portfolio performance results + Conduct account level reconciliation, including research and ... + Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/ UMA + Alternative investments + Performance reporting calculations and methodologies +… more