Strategic Institutional Client Solutions Analyst

711 MS Smith Barney, LLC; Green Bay (WI); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley seeks an Institutional Consulting Analyst to support the Institutional Consulting Directors and teams with client service, portfolio analysis, and marketing tools. The role focuses on preparing presentations, reporting, and performance measurements for sophisticated accounts.

The candidate will contribute to policy and standards, coordinate with ICDs, and participate in firm initiatives and training in a fast-paced environment.

Qualifications

• 5+ years in a field relevant to the position required.
• Four-year college degree or professional certification preferred.
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.

Responsibilities

• Provide coverage for the ICD/team in client service, meetings, and follow-ups.
• Assist with digital and in-person marketing strategies, conferences, and webinars.
• Prepare institutional client reports and financial plans from firm-approved systems.
• Support research, client meetings, and documentation in CRM and firm initiatives.

Skills

Client service

Financial analysis

MS Office

Communication

Team player

Education

Bachelor's degree in finance or related field

Tools

MS Excel

Job description

Morgan Stanley seeks an Institutional Consulting Analyst to support the Institutional Consulting Directors and teams with client service, portfolio analysis, and marketing tools. The role focuses on preparing presentations, reporting, and performance measurements for sophisticated accounts.

The candidate will contribute to policy and standards, coordinate with ICDs, and participate in firm initiatives and training in a fast-paced environment.