PWM Analyst**

Morgan Stanley • West Des Moines, IA

79d

About The Position

Institutional Consulting Analysts provide exceptional service to our clients and support Institutional Consulting Directors (ICD) and their teams. The Institutional Consulting Analyst is an integral member of the Graystone Team. As a key member of the service team, in supporting the ICD/team, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. The Institutional Consulting Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts.

Requirements

• 5+ years of experience in a field relevant to the position required.
• Four-year college degree or professional certification preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation.

Nice To Haves

• Knowledge of financial services products and services, including measuring performance of institutional clients' portfolios.
• Technically proficient and quick learner of new and updated platforms.
• Detail oriented with superior organizational skills and ability to prioritize.
• Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications.
• Exceptional writing, interpersonal and client service skills.
• Strong time management skills.
• Team player with the ability to collaborate with others.
• Ability to work in a fast-paced, evolving environment.
• Adaptable and ability to multi-task.
• Goal oriented, self-motivated and results driven.

Responsibilities

• Provide coverage for a Graystone team including assisting the ICD/team in delivering against their client service model.
• Prepare for regular meetings and track follow-ups.
• Provide backup coverage for traditional registered or unregistered Client Service Associate responsibilities.
• Execute money movement transactions and answer general non-investment related questions concerning client accounts.
• Educate or enroll clients in digital tools (e.g., MS Online).
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity.
• Remain current on all policies, procedures and new platforms.
• Contribute in client/account presentations to provide updates and information on investment managers.
• Execute against all administrative elements of digital and in-person marketing strategies.
• Prepare and review various institutional client reports or financial plans from firm-approved systems.
• Assist with research using firm-approved systems.
• Participate in existing client and/or prospective client meetings, representing the service lens.
• Participate in firm initiatives, special projects and/or other duties directed by local management.

Benefits

• Comprehensive employee benefits and perks.
• Opportunities for career advancement within the company.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees