E*TRADE from Morgan Stanley · 1 day ago
FCG Client Service Analyst
Portland OR 9755
Full-time
Onsite
New Grad, Entry Level
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. They are seeking a full-time entry level Analyst to support ongoing investment due diligence, analysis, and reporting to institutional clients.
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
Required
Undergraduate degree required
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)
Desire to progress towards the Chartered Financial Analyst® designation (if it has not already been attained)
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
Benefits
Some of the most attractive and comprehensive employee benefits and perks in the industry
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase