Morgan Stanley · 2 months ago
FCG Client Service Analyst
Portland, OR
Full-time
Onsite
New Grad, Entry Level
$57K/yr - $110K/yr
0+ years expMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The role of the Client Service Analyst involves supporting institutional clients with investment due diligence, analysis, and reporting, while also managing client performance and vendor relationships.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Direct client & consultant support
Client performance reporting
Data integration & reconciliation with outside parties
Recordkeeping and investment expense evaluation & benchmarking
Client vendor management
Asset class, macroeconomic, and industry research
Qualification
Required
Undergraduate degree required. Applicants with a strong interest in pursuing a career in the financial services industry, regardless of educational background, are encouraged to apply
Ideal candidate for this position will have 0-5 years of previous experience in a similar role within the investment or consulting industry
Strong written and verbal communication skills
The candidate will be proficient in Microsoft Office products (Excel, PowerPoint, Word, and Outlook)
Ability to work 40 + hours when business needs dictate
Attentive to Detail – Our success as a firm is intrinsically linked to the quality and accuracy of our materials
Team-Oriented – Cooperation with the performance reporting, research, and consulting teams to meet deadlines with quality work is absolutely essential
Independent Thinker – A successful candidate must be capable of thinking critically and independently. A candidate must be able to quickly process new information and work autonomously under tight deadlines
Professional and Personable – The vast majority of our new business comes through referrals. Our reputation is one of the greatest assets we possess. A successful candidate must be comfortable interacting and presenting in different environments, such as with clients and investment managers
Ambitious – We are a growing independent boutique with around 35 full-time employees. We are looking for someone with a long-term interest in Cook Street and in growth opportunities in one or more of our business divisions (research, consulting, operations, reporting), as well as across the broader Morgan Stanley organization
Preferred
Experience with investment and financial analysis platforms such as Bloomberg, eVestment, and Morningstar Direct is preferred
Desire to progress towards the Chartered Financial Analyst® designation (if it has not already been attained)
Benefits
Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
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 CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
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Company data provided by crunchbase