What are the responsibilities and job description for the Wealth Management Analyst position at Morgan Stanley?
Private Wealth Management (PWM) is a division of Morgan Stanley focused on delivering financial advisory resources to ultra-high net worth individuals, foundations and endowments. The UHNW Advisor Innovation and Solutions team serves the PWM portfolio of businesses, including PWM, IWM, FOR and GSE. The team is seeking a well-rounded analyst with a broad array of interests.
The analyst will be responsible for creating and maintaining various projects involving vendor management, competitive research, strategic initiatives, advisor training, operational and LRC support. Analysts must be able to work as part of a team but also have the ability to work individually with limited direction.
Responsibilities:
- Develop presentations for PWM leadership for both internal and external utilization
- Manage existing and new vendor relationships, including budgeting, billing and technology requirements
- Support content creation efforts, including liaising with internal partners to enhance training needs of organization
- Coordinate and manage legal, risk and compliance process for PWM business
- Manage operational support of new billing constructions and execution
- Develop pipeline of strategic projects and requests from the field
- Support relationships with outside asset management partners, including prioritizing and organizing content
- Facilitate strategic guidance for in-bound FA, PWA and Support Professional inquiries
Skills and Qualifications:
- Minimum of 2 years of professional work experience, with financial industry or related experience preferred
- B.A. required, other industry designations and licensing preferred
- Excellent analytical and problem-solving skills
- Strong interpersonal skills – analyst will have interaction with Private Wealth Advisors and internal partners
- Good verbal and written communication skills
- Understanding of global financial markets
- Competence with basic investment firm utilized software programs (e.g., PowerPoint, Excel, Word)
- A demonstrated commitment to both partnership and teamwork, and initiative to proactively address challenges as they arise
- Strong organizational skills and ability to work on multiple projects
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
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).
