Analyst Analyst …

Morgan Stanley
in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
Morgan Stanley
in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
PWM Analyst


The Wealth Management Analyst participates in overall business development of clientele. The Wealth Management Analyst may also design and produce strategy reports, synthesize client/prospect data to develop customized financial plans, design tailored reporting for new and existing clients and create and execute marketing strategies to attract new clients.


  • Designs and produces strategy reports and other types of communications for Advisors to use with clients and prospects as part of the overall marketing initiative

  • Synthesizes client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firms proprietary software tools

  • Independently improves and streamlines the service model and operational procedures for the team

  • Identifies practice management opportunities through various Firm channels

  • Independently assists clients with market and stock research

  • Independently develops, implements, and communicates new procedures, products, and portfolio enhancements to high net worth clients

  • 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 Advisors in obtaining clients business

  • May participate in client/account meetings

  • Provides individualized recommendations to the Advisor regarding client situations by analyzing Advisors book of business and identifying new business opportunities

  • Works with clients on the execution of orders in Brokerage and Advisory accounts


Educationand/or Experience

  • Minimumof 5 years of post-high school education and/or work experience in a fieldrelevant to the position required

  • Four-yearcollege degree or professional certification preferred

  • ActiveSeries 7, 63 and 65 or Series 7 and 66

  • Additionalproduct licenses may be required


  • Financialindustry and product knowledge preferred

  • Abilityto measure performance of clients portfolios

  • Effectivewritten and verbal communication skills

  • Knowledgeof applicable compliance rules and regulations and firm policies

  • Ableto work independently and effectively on a team

  • Demonstratedleadership skills

  • Strongknowledge of MS tools including Word, Excel and PowerPoint


  • BusinessService Manager with potential dotted line to the Group Director

Primary Location: Americas-United States of America-California-San Francisco
Work Locations:
Job: Wealth Management
Organization: Morgan Stanley
Job Posting: Dec 17, 2020
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