Job Summary

• Institutional Consulting Analysts provide exceptional service to clients and support Institutional Consulting Directors (ICD) and their teams, focusing on areas like digital marketing, portfolio holdings, financial planning, reporting, and analysis.
• Key responsibilities include assisting in client service model delivery, providing backup coverage for Client Service Associate duties, and contributing to client/account presentations.
• The role requires 5+ years of relevant experience, active Series 7 and Series 66 (or 63/65) licenses, and a willingness to obtain CIMA or CFA designations.

Matching Summary

Salary

Base: $68,000 - $120,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs

Skills & Requirements

Key Requirements

• 5+ years of experience
• Active Series 7 (GS)
• Active Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Four-year college degree or professional certification preferred
• Willingness to obtain CIMA or CFA designation

Work Rights