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Morgan Stanley · 3 months ago

Private Wealth Management Analyst**

West Des Moines, IA

Full-time

Onsite

Entry Level

2+ years exp

Morgan Stanley is a leading financial services firm focused on delivering financial advisory resources to ultra-high net worth individuals. The Private Wealth Management Analyst will support various projects involving vendor management, competitive research, and operational support while collaborating with internal teams and external partners.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Develop presentations for PWM leadership for both internal and external utilization

Manage existing and new vendor relationships, including budgeting, billing and technology requirements

Support content creation efforts, including liaising with internal partners to enhance training needs of organization

Coordinate and manage legal, risk and compliance process for PWM business

Manage operational support of new billing constructions and execution

Develop pipeline of strategic projects and requests from the field

Support relationships with outside asset management partners, including prioritizing and organizing content

Facilitate strategic guidance for in-bound FA, PWA and Support Professional inquiries

Qualification

Financial industry experienceAnalytical skillsCommunication skillsVendor managementFinancial marketsSoftware proficiencyInterpersonal skillsOrganizational skillsTeamworkProblem-solving