Institutional Consulting Analyst Jobs

POSITION SUMMARY

The Institutional Consulting Analyst is an integral member of the Graystone Team. This role participates in overall business development of clients by developing customized Financial Plans / Asset Allocation proposals, designing tailored reporting for new and existing institutional clients, and creating and executing marketing strategies to attract new institutional clients. The Institutional Consulting Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts. The Institutional Consulting Analyst is an integral member of the Financial Advisor / Private Wealth Advisor team and is responsible for ensuring a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.

DUTIES and RESPONSIBILITIES:

Business Development:

• Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and their investment managers using Consulting Group manager research
• Designs and produces strategy reports and other types of communications for Financial Advisors / Private Wealth Advisors to use with institutional clients and prospects as part of the overall marketing initiative
• Synthesizes institutional client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm’s proprietary software tools

Client Support:

• Regularly contributes in client/account presentations to provide updates, information, and opinions on investment managers
• Engages in interactive dialogue with institutional clients and prospects to determine investment objectives, current portfolio status, risk tolerance, and other information necessary to craft comprehensive financial strategy in conjunction with the Financial Advisor / Private Wealth Advisor
• Prepares performance reports for institutional clients, that may involve computing account performance, analyzing investment portfolio holdings, and generating quarterly investment performance reports
• Develops presentation materials and proposals to assist Financial Advisors / Private Wealth Advisors in prospecting and cultivating institutional clients’ business
• May participate in or conduct client/account meetings with or on behalf of the Financial Advisor / Private Wealth Advisors
• Develops Statement of Investment Policy for clients in coordination with Financial Advisors / Private Wealth Advisors

Qualifications - External

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

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

Knowledge/Skills

• Enjoys working with people and receives great satisfaction solving problems
• Ability to measure performance of institutional clients’ portfolios
• Effective written and verbal communication skills
• Knowledge of financial industry and investment products preferred
• Detail-oriented with superior organizational skills and ability to prioritize tasks
• Ability and interest in working in a fast-paced, evolving environment
• Knowledge of applicable compliance rules, regulations, and firm policies
• Proficient in applicable software applications required, including PARis, Zypher and Qvidian
• Able to work independently and effectively on a team
• Willingness to obtain the CIMA or CFA designation

Reports to:

• Business Service Manager

Expected base pay rates for the role will be between $50,000.00 and $105,000.00 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.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

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, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).