Consulting Analyst

Morgan Stanley
San Francisco, USA
Feb 23, 2021
Mar 06, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Consulting Group Analyst POSITION SUMMARY: The Consulting Group (CG) Analyst participates in overall business development of clientele by developing customized Financial Plans /Asset Allocation proposals, designing tailored reporting for new and existing clients, and creating and executing marketing strategies to attract new clients. The CG Analyst is also responsible for matters of technical policy and standards, presentation materials and performance measurement for technically advanced accounts. DUT I E S and RESPONSIBILITIES:
  • Prepares performance measurement for clients, which involves computing account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors
  • Develops presentation materials and proposals to assist Financial Advisors in obtaining clients business
  • May participate in or conduct client/account meetings with or on behalf of the Financial Advisor
  • Engages in interactive dialogue with 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
  • Synthesizes client/prospect data to develop customized financial plans/asset allocation proposals utilizing Firms proprietary software tools
  • Designs and produce strategy reports and other types of communications for Financial Advisors to use with clients and prospects as part of the overall marketing initiative
  • Provides individualized recommendations to the Financial Advisor regarding client situations and their investment managers using Consulting Group manager research
  • Develops Statement of Investment Policy for clients in coordination with Financial Advisors
E ducation and/or Experience
  • Minimum of 5 years of post-high school education and/or work experience in a field relevant to the position required
  • Four-year college degree or professional certification preferred
  • Active Series 7, 63, and 65 or 66 (as required by individual states)
  • Additional product licenses may be required
K nowledge/Skills
  • Ability to measure performance of clients portfolios
  • Successful completion of the Essentials of Investment Consulting certificate course administered through IMCA or holds the CIMA or CFA designation
  • Proficient in applicable software applications including PARis, Orion, Zephyr, etc.
  • Financial industry and product knowledge preferred
  • Effective written and verbal communication skills
  • Knowledge of applicable compliance rules and regulations and firm policies
  • Ability to work independently
R e ports to:
  • Business Service Manager with potential dual report to a Group Director
Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V.
Primary Location: Americas-United States of America-California-San Francisco
Work Locations:
Job: Wealth Management
Organization: Morgan Stanley
Job Posting: Feb 19, 2021
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