FCG Client Service Analyst

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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

Institutional Consulting Services (ICS) is comprised of institutional client businesses providing enhanced client coverage and greater efficiencies across the platforms supporting institutional products. The Fiduciary Consulting Group ("FCG"), formed through the strategic combination of Hyas Group and Cook Street Consulting, provides bespoke investment consulting and fiduciary solutions to institutional clients throughout the United States and Canada.

We currently seek a full-time entry-level Analyst to begin work immediately in our Greenwood Village, Colorado office.

PLEASE INCLUDE COVER LETTER EXPLAINING YOUR INTEREST IN A CAREER IN INVESTMENT CONSULTING/FINANCE AND SKILL SETS APPLICABLE TO THE POSITION

• Direct client & consultant support
• Client performance reporting
• Data integration & reconciliation with outside parties
• Recordkeeping and investment expense evaluation & benchmarking
• Client vendor management
• Asset class, macroeconomic, and industry research

FCG’s Performance Reporting Department is responsible for supporting our consultants with client relationships. We are looking for an ambitious individual who is interested in a long-term career in the investment consulting industry.

• Attentive to Detail – Our success as a firm is intrinsically linked to the quality and accuracy of our materials.
• Team-Oriented – Cooperation with the performance reporting, research, and consulting teams to meet deadlines with quality work is absolutely essential.
• Independent Thinker – A successful candidate must be capable of thinking critically and independently. A candidate must be able to quickly process new information and work autonomously under tight deadlines.
• Professional and Personable – The vast majority of our new business comes through referrals. Our reputation is one of the greatest assets we possess. A successful candidate must be comfortable interacting and presenting in different environments, such as with clients and investment managers.
• Ambitious – We are a growing independent boutique with around 35 full-time employees. We are looking for someone with a long-term interest in Cook Street and in growth opportunities in one or more of our business divisions (research, consulting, operations, reporting), as well as across the broader Morgan Stanley organization.

• Undergraduate degree required. Applicants with a strong interest in pursuing a career in the financial services industry, regardless of educational background, are encouraged to apply.
• Ideal candidate for this position will have 0‑5 years of previous experience in a similar role within the investment or consulting industry.
• Strong written and verbal communication skills.
• Proficient in Microsoft Office products (Excel, PowerPoint, Word, Outlook).
• Experience with investment and financial analysis platforms such as Bloomberg, eVestment, and Morningstar Direct is preferred.
• Desire to progress toward the Chartered Financial Analyst® designation (if not already attained).
• Ability to work 40+ hours when business needs dictate.

PLEASE INCLUDE COVER LETTER EXPLAINING YOUR INTEREST IN A CAREER IN INVESTMENT CONSULTING/FINANCE AND SKILL SETS APPLICABLE TO THE POSITION

Salary range for the position: $57,000 to $110,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award and participation in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component.

Morgan Stanley offers a full spectrum of benefits, including medical, prescription drug, dental, vision, health savings account, dependent day care savings account, life insurance, disability and other insurance plans, paid time off (including sick leave, parental leave, and…