Wealth Management - Fiduciary Consulting Group (FCG), Performance Analyst - Analyst / Associate

Morgan Stanley•Greenwood Village, CO

11d•$57,000 - $110,000•Onsite

About The Position

Morgan Stanley Wealth Management (MSWM) is seeking a full-time, entry-level Performance Analyst to join the Fiduciary Consulting Group (FCG) in Greenwood Village, Colorado. FCG is the Institutional RIA business within Morgan Stanley, consulting on over $200 billion in institutional assets. This role is crucial for supporting consultants with client relationships, focusing on ongoing investment due diligence, analysis, and reporting for institutional clients. The Performance Reporting Department is looking for an ambitious individual interested in a long-term career in the investment consulting industry.

Requirements

Undergraduate degree required.
Attentive to Detail
Team-Oriented
Independent Thinker
Professional and Personable
Ambitious
Proficient in Microsoft Office products (Excel, PowerPoint, Word, and Outlook)
Ability to work 40 + hours when business needs dictate

Nice To Haves

Previous experience in a similar role within the investment or consulting industry (0-5 years)
Experience with investment and financial analysis platforms such as Bloomberg, eVestment, and Morningstar Direct
Desire to progress towards the Chartered Financial Analyst® designation (if it has not already been attained)

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

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 20 Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability