Morgan Stanley
Overview
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Institutional Consulting Analyst
role at
Morgan Stanley . Position Summary
Institutional Consulting Analysts
provide exceptional service to our clients and support Institutional Consulting Directors (ICD) and their teams. The Institutional Consulting Analyst is an integral member of the Graystone Team. As a key member of the service team, in supporting the ICD/team, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. The Institutional Consulting Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts. Responsibilities
Client Service: provide coverage for a Graystone team, including preparing for regular meetings and tracking follow-ups Backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or ICD/team (e.g., executing money movement transactions, answering general non-investment questions concerning client accounts, educating or enrolling clients in digital tools, accepting or entering unsolicited orders and/or entered solicited orders in a clerical capacity) Remain current on policies, procedures and new platforms Contribute to client/account presentations to provide updates and information on investment managers Business Development Support: assist with administrative elements of digital and in-person marketing strategies (conferences, seminars or webinars, websites, social media, email connectivity) Prepare and review institutional client reports or financial plans from firm-approved systems for existing or prospective clients Assist with research using firm-approved systems Participate in client and/or prospective client meetings, representing the service lens Participate in firm initiatives, training, special projects and other duties directed by local management Education, Experience, Knowledge, and Skills
Education and/or Experience 5+ years of experience in a field relevant to the position 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 Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation Knowledge/Skills Knowledge of financial services products and services, including measuring performance of institutional clients’ portfolios Technically proficient and quick learner of new and updated platforms Detail oriented with superior organizational skills and ability to prioritize Expert knowledge of MS Office (particularly MS Excel) and internet applications Exceptional writing, interpersonal and client service skills Strong time management, teamwork, and collaboration abilities Ability to work in a fast-paced, evolving environment; adaptable and able to multi-task Goal oriented, self-motivated and results driven Reports To
Business Service Officer What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — guide the decisions we make every day. Morgan Stanley offers attractive and comprehensive employee benefits and perks, with opportunities to move within the business for those who show passion and grit. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military status, genetic information, or any other characteristic protected by law. Seniority level
Mid-Senior level Employment type
Full-time Job function
Business Development and Sales
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Join to apply for the
Institutional Consulting Analyst
role at
Morgan Stanley . Position Summary
Institutional Consulting Analysts
provide exceptional service to our clients and support Institutional Consulting Directors (ICD) and their teams. The Institutional Consulting Analyst is an integral member of the Graystone Team. As a key member of the service team, in supporting the ICD/team, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. The Institutional Consulting Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts. Responsibilities
Client Service: provide coverage for a Graystone team, including preparing for regular meetings and tracking follow-ups Backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or ICD/team (e.g., executing money movement transactions, answering general non-investment questions concerning client accounts, educating or enrolling clients in digital tools, accepting or entering unsolicited orders and/or entered solicited orders in a clerical capacity) Remain current on policies, procedures and new platforms Contribute to client/account presentations to provide updates and information on investment managers Business Development Support: assist with administrative elements of digital and in-person marketing strategies (conferences, seminars or webinars, websites, social media, email connectivity) Prepare and review institutional client reports or financial plans from firm-approved systems for existing or prospective clients Assist with research using firm-approved systems Participate in client and/or prospective client meetings, representing the service lens Participate in firm initiatives, training, special projects and other duties directed by local management Education, Experience, Knowledge, and Skills
Education and/or Experience 5+ years of experience in a field relevant to the position 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 Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation Knowledge/Skills Knowledge of financial services products and services, including measuring performance of institutional clients’ portfolios Technically proficient and quick learner of new and updated platforms Detail oriented with superior organizational skills and ability to prioritize Expert knowledge of MS Office (particularly MS Excel) and internet applications Exceptional writing, interpersonal and client service skills Strong time management, teamwork, and collaboration abilities Ability to work in a fast-paced, evolving environment; adaptable and able to multi-task Goal oriented, self-motivated and results driven Reports To
Business Service Officer What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — guide the decisions we make every day. Morgan Stanley offers attractive and comprehensive employee benefits and perks, with opportunities to move within the business for those who show passion and grit. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military status, genetic information, or any other characteristic protected by law. Seniority level
Mid-Senior level Employment type
Full-time Job function
Business Development and Sales
#J-18808-Ljbffr