Client service associate serp_jobs.h1.location_city

Client Services Analyst

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional careera place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Institutional Consulting Services (ICS) is comprised of institutional client businesses providing enhanced client coverage, and greater efficiencies across the platforms supporting the institutional products. ICS includes $700+ billion of Institutional Assets. The Fiduciary Consulting Group ("FCG"), which was formed through the strategic combination of Hyas Group and Cook Street Consulting, is a specialized business that provides bespoke investment consulting and fiduciary solutions to institutional clients throughout the United States (including Puerto Rico) and Canada. Our clients include corporations, government entities, and non-profit organizations, and we specialize in assisting retirement plan sponsors (defined contribution / defined benefit / nonqualified), 529 plans, endowments, foundations, and trusts. Our status as a fiduciary is clearly documented in our consulting agreements.

We currently seek a full-time entry level Analyst to begin work immediately in our Greenwood Village, Colorado office.

The individual selected for this position will be responsible for ongoing investment due diligence, analysis and reporting to institutional clients, specifically to include :

Direct client & consultant support

Client performance reporting

Data integration & reconciliation with outside parties

Recordkeeping and investment expense evaluation & benchmarking

Client vendor management

Asset class, macroeconomic, and industry research

FCG's Performance Reporting Department is responsible for supporting our consultants with client relationships. We are looking for an ambitious individual who is interested in a long-term career in the investment consulting industry.

Qualifications - External

We welcome candidates from a variety of backgrounds. The following is a basic outline of desired qualities :

Attentive to Detail Our success as a firm is intrinsically linked to the quality and accuracy of our materials.

Team-Oriented Cooperation with the performance reporting, research, and consulting teams to meet deadlines with quality work is absolutely essential.

Independent Thinker A successful candidate must be capable of thinking critically and independently. A candidate must be able to quickly process new information and work autonomously under tight deadlines.

Professional and Personable The vast majority of our new business comes through referrals. Our reputation is one of the greatest assets we possess. A successful candidate must be comfortable interacting and presenting in different environments, such as with clients and investment managers.

Ambitious We are a growing independent boutique with around 35 full-time employees. We are looking for someone with a long-term interest in Cook Street and in growth opportunities in one or more of our business divisions (research, consulting, operations, reporting), as well as across the broader Morgan Stanley organization.

Experience and Skill Set :

Undergraduate degree required. Applicants with a strong interest in pursuing a career in the financial services industry, regardless of educational background, are encouraged to apply.

Ideal candidate for this position will have 0-5 years of previous experience in a similar role within the investment or consulting industry.

Strong written and verbal communication skills.

The candidate will be proficient in Microsoft Office products (Excel, PowerPoint, Word, and Outlook)

Experience with investment and financial analysis platforms such as Bloomberg, eVestment, and Morningstar Direct is preferred

Desire to progress towards the Chartered Financial Analyst designation (if it has not already been attained).

Ability to work 40+ hours when business needs dictate

Please include a cover letter explaining your interest in a career in investment consulting / finance and skill sets applicable to the position.