Institutional Consulting Analyst, Graystone

Morgan Stanley Milwaukee , WI 53201

Posted 3 months ago


The Institutional Consulting Analyst in the Graystone Team participates in overall business development of clientele by developing customized Financial Plans / Asset Allocation proposals, designing tailored reporting for new and existing institutional clients, and creating and executing marketing strategies to attract new institutional clients (e.g., performance analysis and research). The Institutional Consulting Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts.


  • Prepares performance measurement for institutional clients, which involves computing account performance, analyzing investment portfolio holdings, and generating quarterly investment performance

  • Develops presentation materials and proposals to assist Financial Advisors in obtaining institutional clients' business

  • May participate in or conduct client/account meetings with or on behalf of the Financial Advisor

  • Engages in interactive dialogue with institutional 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

  • Synthesizes institutional client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm's proprietary software tools

  • Designs and produces strategy reports and other types of communications for Financial Advisors touse with institutional clients and prospects as part of the overall marketing initiative

  • Provides individualized recommendations to the Financial Advisor regarding client situations and their investment managers using Consulting Group manager research

  • Develops Statement of Investment Policy for clients in coordination with FAs Lead investment manager due diligence including on-site visits, conference calls, and the creation of reports for product approval

  • Regularly contributes inclient/account presentations to provide updates, information, and opinions on investment managers


Education and/or Experience

  • Minimum of 5 years of post-high school education and/or work experience in a field relevant to the position required

  • Four-year college degree or professional certification preferred

  • Active Series 7, 63 and 65 or Series 7 and 66

  • Additional product licenses may be required


  • Ability to measure performance of institutional clients' portfolios

  • Successful completion of the Essentials of Investment Consulting certificate course or holds the CIMA or CFA designation

  • Proficient in applicable software applications including PARis, Orion, Zephyr, etc.

  • Financial industry and product knowledge preferred

  • Effective written and verbal communication skills

  • Knowledge of applicable compliance rules and regulations and firm policies

  • Able to work independently


  • Business Service Manager with potential dual report to a Group Director

Morgan Stanley

EOE committed to diversifying its workforce.


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Entry Level Accenture Consulting Digital Analyst


Posted 5 days ago

VIEW JOBS 1/17/2020 12:00:00 AM 2020-04-16T00:00 We are:  Accenture, the group that's doing the disrupting. We are a quick-moving, sharp-thinking digital organization, trying new things, breaking things fast to take ideas from paper concepts and turn them into working tools. We give clients fresh, new thinking that is reinventing business today. And then we back up our talk with the actual technologies to tap into brand-new areas for growth. Ready to strap on your jetpack and work with a group that's been named 'an innovation leader in Artificial Intelligence services'? Visit us here to find out more about Accenture Digital. You are: Someone who likes to imagine the 'art of the possible.' You are naturally curious and enjoy discovering new things. You thrive on a team, bouncing ideas off others and looking at all possibilities with an objective eye to bring the best collective solutions forward. You follow digital and analytics trends and easily share your excitement about new technologies that are on course to change the world. The work: * Kick-start your career in our Consulting Development Program to learn the latest cutting-edge digital technologies such us artificial intelligence, machine learning, mobile apps, customer and user experiences, advanced analytics, cloud, visualization and interactive. In an era of digital disruption, we help businesses evolve from simply thinking digital to being digital. * Learn the basics of business marketing digital strategies including: * Synthesizing client needs into clear requirements – e.g., business goals, pain points and value drivers * Brainstorming new ideas while incorporating leading ideas from Accenture and the industry * Applying data science methods, intelligent tools and analytics techniques to prototype and test out the theory with tangible results * Work at the forefront of creating new and exciting experiences for customers, changing the way companies relate to their customers * Power on marketing solutions – such as Adobe Campaign, Salesforce Marketing Cloud, Aprimo Marketing Resource Management and Kobie's customer loyalty programs – to help clients attract new customers and retain current customers Digital Analysts work within one of these three digital areas based on their skills, experience and interest: Applied Intelligence This is where you can put Artificial Intelligence and other intelligent tools to work rapidly – engineering, integrating and visualizing multiple information types in Big Data environments. Accenture Interactive This is the place to work with brands in creating the best customer experiences on the planet – and using a combination of marketing strategies, creative ideas and technologies. Industry X.0 This is the manufacturing zone of tomorrow where you can design smart equipment that's cleaner and safer, changing the way big industries do business. Accenture Milwaukee WI

Institutional Consulting Analyst, Graystone

Morgan Stanley