Institutional Consulting Analyst, Graystone

Institutional Consulting Analyst

Institutional Consulting Analysts provide exceptional service to our clients and support Institutional Consulting Directors (ICD) and their teams. The Institutional Consulting Analyst is an integral member of the Graystone Team. As a key member of the service team, in supporting the ICD / team, this role will focus on assisting in areas such as digital marketing, portfolio holdings and / or proposal tools, financial planning, reporting and analysis. The Institutional Consulting Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts.

Duties and Responsibilities

Client Service :

As a key member of the service team, provide coverage for a Graystone team including :

• Assisting the ICD / team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
• Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and / or ICD / team such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and / or entering solicited orders in a clerical capacity
• Remaining current on all policies, procedures and new platforms
• In partnership with the ICD / team contributing in client / account presentations to provide updates, and information on investment managers

Business Development Support :

Education, Experience, Knowledge, and Skills

Education and / or Experience :

Knowledge / Skills :

Reports to :

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).