Morgan Stanley

Institutional Consulting Analyst

Morgan Stanley

Oak Brook, IL, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a driven and analytical individual looking to jumpstart your career in the financial industry? Consider joining Morgan Stanley as an Institutional Consulting Analyst and become a vital member of our team. As an Institutional Consulting Analyst, you will have the opportunity to work with top-tier clients and contribute to the growth and success of our institutional consulting business. This role requires a sharp mind, strong communication skills, and a passion for the financial markets. If you possess a Bachelor's degree in Finance, Economics, or a related field and have a keen interest in the investment world, we want to hear from you. Join us at Morgan Stanley and take the first step towards a rewarding and fulfilling career in institutional consulting.

  1. Conduct market research and analysis to support decision making and develop investment strategies for institutional clients.
  2. Collaborate with senior consultants to develop customized investment plans for clients based on their financial goals and risk tolerance.
  3. Assist in the preparation and delivery of presentations to clients on investment strategies and market updates.
  4. Monitor and track client portfolios, including performance and compliance with investment guidelines.
  5. Utilize financial modeling and data analysis tools to evaluate investment opportunities and make recommendations.
  6. Build and maintain relationships with clients, providing exceptional customer service and addressing any inquiries or concerns.
  7. Stay up-to-date on industry trends and regulations to ensure compliance and provide relevant insights to clients.
  8. Participate in team meetings and contribute ideas for business growth and process improvement.
  9. Support the onboarding of new clients and assist in the preparation of proposals and reports.
  10. Take ownership of assigned projects and tasks, ensuring timely and accurate completion.
  11. Collaborate with other departments and teams within the organization to provide a comprehensive and coordinated approach to client service.
  12. Continuously seek opportunities for personal and professional development, including attending training and networking events.
  13. Adhere to company policies and procedures, maintaining confidentiality and ethical standards at all times.
Where is this job?
This job is located at Oak Brook, IL, USA
Job Qualifications
  • Strong Analytical And Quantitative Skills

  • Bachelor's Degree In Finance, Economics, Or A Related Field

  • Knowledge Of Investment Products And Financial Markets

  • Minimum Of 2-3 Years Of Experience In A Financial Or Consulting Role

  • Excellent Communication And Presentation Skills To Effectively Communicate With Clients And Colleagues

Required Skills
  • Risk Management

  • Financial Analysis

  • Data Analysis

  • Market Research

  • Financial Modeling

  • Portfolio Management

  • Client Relationship Management

  • Due Diligence

  • Asset allocation

  • Investment Strategies

  • Wealth

  • Investment Recommendations

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Institutional Consulting Analyst in Oak Brook, IL, USA is $55,000-$85,000 per year. However, this salary can vary depending on factors such as experience, qualifications, and company.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 23rd, 2025
Apply BeforeJune 22nd, 2025
This job posting is from a verified source. 

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About Morgan Stanley

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.

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