Institutional Consulting Analyst

Morgan Stanley•Lake Oswego, OR

About The Position

Institutional Consulting Analysts provide client service and support Institutional Consulting Directors (ICDs) and their teams as integral members of the Graystone Team. The role focuses on assisting with digital marketing, portfolio holdings and proposal tools, financial planning, reporting and analysis. Analysts also support technical policy and standards, presentation materials, and performance measurement for technically advanced accounts. The analyst provides coverage for a Graystone team, helping deliver the client service model and supporting client meetings, follow-ups, account-related service needs, and presentations. At the direction of the ICD or team, the analyst also assists with marketing activities, institutional reports and financial plans, research, and client or prospect meetings, and participates in firm initiatives and special projects. Applicants must be legally authorized to work in the United States and must not require current or future sponsorship for an employment visa.

Requirements

At least 5 years of experience in a field relevant to the position.
Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
Knowledge of financial services products and services, including measuring performance of institutional clients’ portfolios.
Technical proficiency and ability to learn new and updated platforms quickly.
Detail-oriented, with superior organizational skills and ability to prioritize.
Expert knowledge of basic personal computers, Microsoft Office—particularly Excel—and internet applications.
Exceptional writing, interpersonal, and client service skills.
Strong time-management skills.
Ability to collaborate with others as a team player.
Ability to work in a fast-paced, evolving environment; adapt and multitask; and remain goal-oriented, self-motivated, and results-driven.
Legally authorized to work in the United States without requiring current or future employment visa sponsorship.

Nice To Haves

Four-year college degree or professional certification preferred.
Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation.
Additional product licenses may be required.

Responsibilities

Assist the ICD and team in delivering the client service model, including preparing for regular meetings and tracking follow-ups.
Provide backup coverage for traditional registered or unregistered Client Service Associate responsibilities, including executing money movement transactions, answering general non-investment account questions, educating or enrolling clients in digital tools, and accepting or entering unsolicited orders or entering solicited orders in a clerical capacity.
Remain current on policies, procedures, and new platforms.
Contribute to client and account presentations by providing updates and information on investment managers.
Execute administrative elements of digital and in-person marketing strategies, including conferences, seminars, webinars, websites, social media, and regular email connectivity.
Prepare and review institutional client reports or financial plans from firm-approved systems for existing or prospective clients.
Assist with research using firm-approved systems.
Participate in existing client and prospective client meetings, representing the service perspective.
Participate in firm initiatives, including training or education programs, special projects, and other duties directed by local management.