Consulting Group Analyst

Position Summary

Consulting Group Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs), or teams on a daily basis. As a key member of the service team, the role focuses on assisting in digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting, and analysis. The analyst is also responsible for technical policy and standards, presentation materials, and performance measurement for technically advanced accounts.

Client Service:

• Assist the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow‑ups
• Provide backup coverage for traditional registered or unregistered Client Service Associate responsibilities, such as executing money movement transactions, answering general non‑investment related questions concerning clients’ accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
• Remain current on all policies, procedures and new platforms

Business Development Support:

• Execute administrative elements of digital and in‑person marketing strategies, including conferences, seminars, webinars, websites, social media, and regular email connectivity
• Prepare and review various 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, special projects, and/or other duties directed by local management

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, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Technically proficient and quick learner of new and updated platforms
• Detail oriented with superior organizational skills and ability to prioritize
• Expert knowledge of basic personal computer, MS Office (particularly MS Excel), and internet applications
• Exceptional writing, interpersonal, and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• 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

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).