Wealth Management Analyst

Full Job Description

Wealth Management Analyst

Job Number:


POSTING DATE: Sep 20, 2021

PRIMARY LOCATION: Americas-United States of America-New York-New York

JOB: Wealth Management


JOB LEVEL: Professional



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


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

Develops presentation materials and proposals to assist Financial Advisors in obtaining clients’ business

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

Engages in interactive dialogue with 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 client/prospect data to develop customized financial plans/asset allocation proposals utilizing Firm’s proprietary software tools

Designs and produce strategy reports and other types of communications for Financial Advisors to use with 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 Financial Advisors


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 66 (as required by individual states)

Additional product licenses may be required


Ability to measure performance of clients’ portfolios

Successful completion of the Essentials of Investment Consulting certificate course administered through IMCA 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

Ability to work independently

Reports to:

Business Service Manager with potential dual report to a Group Director

Morgan Stanley

EOE committed to diversifying its workforce.


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