The Institutional Consulting Analyst is an integral member of the Graystone Team, focusing on assisting in digital marketing, portfolio holdings, financial planning, reporting, and analysis
Job Summary
The Institutional Consulting Analyst is an integral member of the Graystone Team, focusing on assisting in digital marketing, portfolio holdings, financial planning, reporting, and analysis.
Responsibilities include providing backup coverage for client service associate duties, preparing client presentations, and executing administrative elements of marketing strategies.
Morgan Stanley offers a supportive and empowering environment with opportunities for growth and comprehensive employee benefits.
Matching Summary
The Institutional Consulting Analyst is an integral member of the Graystone Team, focusing on assisting in digital marketing, portfolio holdings, financial planning, reporting, and analysis.
Salary
Base: $68,000 - $120,000 per year; Bonus/Equity: Incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
Client service model support
Digital marketing execution
Portfolio holdings analysis
Financial planning assistance
Performance measurement
MS Office proficiency
Nice-to-have
Collaborative team player
Adaptable to fast-paced environment
Goal-oriented and self-motivated
Key Requirements
5+ years of relevant experience
Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Four-year college degree or professional certification preferred