
Institutional Consulting Analyst
Welcome to Morgan Stanley, a leading global financial services firm with a rich history of over 85 years. We are currently seeking a highly motivated and ambitious Institutional Consulting Analyst to join our Institutional Consulting team. As an Institutional Consulting Analyst, you will have the unique opportunity to work with top-tier institutional clients, providing them with strategic advice and solutions to meet their investment goals. We are looking for someone who is passionate about the financial markets and has a strong desire to excel in a fast-paced and dynamic environment. Are you ready to take your career to the next level with us? Keep reading for more details on the role and qualifications we are seeking.
- Provide exceptional customer service to top-tier institutional clients.
- Develop and maintain strong relationships with clients to understand their investment goals and needs.
- Conduct thorough research and analysis to provide strategic advice and solutions to clients.
- Collaborate with senior members of the Institutional Consulting team to develop and present client presentations.
- Stay updated on the latest financial market trends and developments to provide informed recommendations to clients.
- Assist in the development of investment strategies and portfolio management for clients.
- Prepare and review reports, financial statements, and other documentation for clients.
- Maintain accurate and organized client records and files.
- Ensure compliance with all regulatory and company policies and procedures.
- Continuously strive to improve knowledge and skills in the financial services industry.
- Represent the firm in a professional and ethical manner at all times.
- Demonstrate a strong work ethic and ability to thrive in a fast-paced and dynamic environment.
- Collaborate with team members to achieve team and company goals.
- Support and participate in various projects and initiatives as assigned.
- Possess excellent communication skills to effectively communicate with clients, team members, and other stakeholders.
Bachelor's Degree In Finance, Economics, Or A Related Field.
Excellent Analytical And Problem-Solving Skills, With The Ability To Interpret Complex Data And Make Informed Recommendations.
Minimum Of 2-3 Years Of Experience In Financial Analysis, Preferably In The Institutional Consulting Or Investment Banking Industry.
Strong Understanding Of Financial Markets, Investment Products, And Portfolio Management Strategies.
Proficiency In Financial Software And Tools Such As Bloomberg, Factset, And Excel.
Risk Management
Financial Analysis
Data Analysis
Market Research
Portfolio Management
Client Relationship Management
Due Diligence
Asset allocation
Investment Strategies
Performance Reporting
Investment Advisory
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Teamwork
Adaptability
Problem-Solving
Decision-making
According to JobzMall, the average salary range for a Institutional Consulting Analyst in Oak Brook, IL, USA is between $70,000 to $100,000 per year. This range can vary depending on the specific company, experience level, and qualifications of the individual.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
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.

Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started