Job Description - Consulting Group Analyst (3259918)
Oct 15, 2024
Location: Americas-United States of America-Massachusetts-Middleton / Rhode Island-Providence
Wealth Management
Employment Type: Full Time
Job Level: Professional
POSITION SUMMARY:
Consulting Group Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service 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 Consulting Group Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts.
DUTIES and RESPONSIBILITIES:
Client Service:
As a key member of the service team, provide coverage for a FA/PWA/team including:
- Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups.
- Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team.
- Remaining current on all policies, procedures and new platforms.
Business Development Support:
- Executing against all administrative elements of digital and in-person marketing strategies.
- Preparing and reviewing various client reports or financial plans from firm-approved systems.
- Assisting with research using firm-approved systems.
- Participating in existing client and/or prospective client meetings, representing the service lens.
- Participating in firm initiatives and special projects as directed by local management.
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience:
- 5+ years of experience in a field relevant to the position required.
- 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.
- Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation.
Knowledge/Skills:
- Knowledge of financial services products.
- Technically proficient and quick learner of new and updated platforms.
- Detail oriented with superior organizational skills.
- Expert knowledge of 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.
- Goal oriented, self-motivated and results driven.
Reports to:
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 any characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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