Business Portfolio Manager Overview
Job Description
This role is responsible for overseeing a diverse portfolio of companies administering employee share plans within a structured framework. Key responsibilities include engaging with clients, executing timely processing of operational transactions, and developing procedural documentation.
Required Skills and Qualifications
Successful candidates will possess excellent communication skills, numeric and financial analysis skills, and proficiency in Microsoft Excel and Word.
Benefits
Morgan Wealth Management Solutions is a global leader in financial services, providing strategic advice and products to prominent corporations, governments, and institutional investors. Our business approach drives everything we do.
About Us
We recognize that our people are our strength and value diversity and inclusion at our company.