POSITION SUMMARY

The Consulting Group (CG) Analyst participates in overall business growth of a Wealth Management team by developing customized Financial Plans /Asset Allocation proposals, designing tailored reporting for new and existing clients, and creating and executing marketing strategies to attract new clients. The CG Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for complex accounts. The role is responsible for ensuring a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.

DUTIES and RESPONSIBILITIES

Business Development

Synthesizes client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm’s proprietary software toolsDesigns and produces strategy reports and other types of communications for Financial Advisors / Private Wealth Advisors to use with clients and prospects as part of the overall marketing initiativeProvides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider by using Consulting Group manager researchThoroughly understand and utilize the firm’s financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors on the team

Client Support

Prepares performance reports and other data for clients, that may involve computing account performance, analyzing investment portfolio holdings, and generating quarterly investment performance monitorsDevelops presentation materials and proposals to assist Financial Advisors / Private Wealth Advisors in prospecting and cultivating new business opportunitiesMay participate in or conduct client meetings with or on behalf of the Financial Advisor / Private Wealth AdvisorEngages in interactive dialogue with clients and prospects to determine investment objectives, current portfolio status, risk tolerance, and other information necessary to craft comprehensive financial strategy in conjunction with the Financial Advisor / Private Wealth AdvisorDevelops Statement of Investment Policy for clients in coordination with Financial Advisors

POSITION SUMMARY

The Consulting Group (CG) Analyst participates in overall business growth of a Wealth Management team by developing customized Financial Plans /Asset Allocation proposals, designing tailored reporting for new and existing clients, and creating and executing marketing strategies to attract new clients. The CG Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for complex accounts. The role is responsible for ensuring a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.

DUTIES and RESPONSIBILITIES

Business Development

Synthesizes client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm’s proprietary software toolsDesigns and produces strategy reports and other types of communications for Financial Advisors / Private Wealth Advisors to use with clients and prospects as part of the overall marketing initiativeProvides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider by using Consulting Group manager researchThoroughly understand and utilize the firm’s financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors on the team

Client Support

Prepares performance reports and other data for clients, that may involve computing account performance, analyzing investment portfolio holdings, and generating quarterly investment performance monitorsDevelops presentation materials and proposals to assist Financial Advisors / Private Wealth Advisors in prospecting and cultivating new business opportunitiesMay participate in or conduct client meetings with or on behalf of the Financial Advisor / Private Wealth AdvisorEngages in interactive dialogue with clients and prospects to determine investment objectives, current portfolio status, risk tolerance, and other information necessary to craft comprehensive financial strategy in conjunction with the Financial Advisor / Private Wealth AdvisorDevelops Statement of Investment Policy for clients in coordination with Financial Advisors

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS

Education and/or Experience

5 years of experience in a field relevant to the position requiredFour-year college degree or professional certification preferredActive Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)Additional product licenses may be required

Knowledge/Skills

Enjoys working with people and solving problemsEffective written and verbal communication skillsAbility to measure performance of clients’ portfoliosProficient in applicable software applicationsKnowledge of financial industry and investment products preferredStrong understanding of applicable compliance rules, regulations, and firm policiesDetail-oriented with superior organizational skills and ability to prioritize tasksAble to work independently and effectively on a teamAbility and interest in working in a fast-paced, evolving environmentWillingness to obtain the CIMA or CFA designation

Reports to

Business Service Officer

Morgan Stanley

EOE committed to diversifying its workforce.

M/F/D/V

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS

Education and/or Experience

5 years of experience in a field relevant to the position requiredFour-year college degree or professional certification preferredActive Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)Additional product licenses may be required

Knowledge/Skills

Enjoys working with people and solving problemsEffective written and verbal communication skillsAbility to measure performance of clients’ portfoliosProficient in applicable software applicationsKnowledge of financial industry and investment products preferredStrong understanding of applicable compliance rules, regulations, and firm policiesDetail-oriented with superior organizational skills and ability to prioritize tasksAble to work independently and effectively on a teamAbility and interest in working in a fast-paced, evolving environmentWillingness to obtain the CIMA or CFA designation

Reports to

Business Service Officer

Morgan Stanley

EOE committed to diversifying its workforce.

M/F/D/V

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