PWM Institutional Consulting Analyst jobs in United States
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Morgan Stanley · 4 months ago

PWM Institutional Consulting Analyst

positionWest Des Moines, Iowa, United States of America
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date5+ years exp

Morgan Stanley is a leading global financial services firm, and they are seeking an Institutional Consulting Analyst to support their Institutional Consulting Directors and teams. This role focuses on providing exceptional client service, assisting in business development efforts, and contributing to various marketing strategies and client presentations.

Asset ManagementFinanceFinancial ServicesLending
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H1B Sponsor Likelynote

Responsibilities

As a key member of the service team, provide coverage for a Graystone team including:
Assisting the ICD/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or ICD/team such as executing money movement transactions, answering general non-investment related questions concerning client 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
Remaining current on all policies, procedures and new platforms
In partnership with the ICD/team contributing in client/account presentations to provide updates, and information on investment managers
At the direction of ICD/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
At the request of the client and/or ICD/team, preparing and reviewing various institutional client reports or financial plans from firm-approved systems for existing or prospective clients
At the request of the client and/or ICD/team, assisting with research using firm-approved systems
At the request of ICD/team, participating in existing client and/or prospective client meetings, representing the service lens
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

Qualification

Series 7 licenseSeries 66 licenseFinancial services knowledgeMS Office proficiencyCIMACFA designationDetail orientedInterpersonal skillsTime managementTeam playerAdaptability

Required

5+ years of experience in a field relevant to the position required
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Knowledge of financial services products and services, including but not limited to measuring performance of institutional clients' portfolios
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 ability to multi-task
Goal oriented, self-motivated and results driven

Preferred

Four-year college degree or professional certification preferred
Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

Benefits

Some of the most attractive and comprehensive employee benefits and perks in the industry

Company

Morgan Stanley

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Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
dateFounded in 1935
location
New York, New York, USA
people-size10001+ employees
web-link
http://www.morganstanley.com

H1B Sponsorship

Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)

Funding

Current Stage
Public Company
Total Funding
unknown
1997-02-05IPO

Leadership Team

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James Gorman
Chairman and CEO
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Ted Pick
Chief Executive Officer (CEO)

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