FCG Client Service Analyst jobs in United States
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E*TRADE from Morgan Stanley · 2 months ago

FCG Client Service Analyst

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The FCG Client Service Analyst will be responsible for ongoing investment due diligence, analysis and reporting to institutional clients, along with direct client support and performance reporting.

BankingFinanceFinancial Services

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

Investment analysisClient performance reportingMicrosoft OfficeFinancial analysis platformsCommunication skillsIndependent thinkerProfessionalPersonableAmbitiousDesire for CFAAttention to detailTeam-oriented

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

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

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

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Julia Miller
Director and Customer Marketing
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