Institutional Consulting Analyst

Morgan Stanley

Base: $68,000 to $120,000 py; bonus/equity: commis...
5+ years relevant experience
Series 7 series 66 or 63/65 licenses
Ms office excel proficiency
The role serves as an integral member of the Graystone Team providing exceptional service to institutional clients

Job Summary

  • The role serves as an integral member of the Graystone Team providing exceptional service to institutional clients.
  • Responsibilities include assisting with digital marketing strategies, preparing financial plans, and executing money movement transactions.
  • Morgan Stanley offers a comprehensive benefits package and opportunities for advancement within a diverse global workforce.

Matching Summary

The role serves as an integral member of the Graystone Team providing exceptional service to institutional clients.

Salary

Base: $68,000 to $120,000 per year; Bonus/Equity: Commission, incentive compensation, and discretionary bonuses possible; Benefits: Comprehensive employee benefits and perks included

Skills & Requirements

Must-have

  • 5+ years relevant experience
  • Series 7 Series 66 or 63/65 licenses
  • MS Office Excel proficiency
  • Client meeting preparation skills
  • Portfolio performance measurement

Nice-to-have

  • CIMA or CFA designation pursuit
  • Fast-paced environment adaptability
  • Strong written communication skills
  • Digital tool enrollment expertise
  • Collaborative team player mindset

Key Requirements

  • Four-year college degree preferred
  • Active Series 7 license required
  • Series 66 or Series 63/65 combination required
  • Minimum 5 years of relevant field experience

Work Rights

Not specified

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