PWM AnalystAssociate at Morgan Stanley

PWM Analyst/Associate Private Wealth Management (PWM) is a division of Morgan Stanley focused on delivering financial advisory resources to ultra-high net worth individuals foundations and endowments. The UHNW Advisor Innovation and Solutions team serves the PWM portfolio of businesses including PWM IWM FOR and GSE. The team is seeking a well-rounded analyst with a broad array of interests. The analyst will be responsible for creating and maintaining various projects involving vendor management competitive research strategic initiatives advisor training operational and LRC support. Analysts must be able to work as part of a team but also have the ability to work individually with limited direction.Responsibilities:Develop presentations for PWM leadership for both internal and external utilizationManage existing and new vendor relationships including budgeting billing and technology requirementsSupport content creation efforts including liaising with internal partners to enhance training needs of organizationCoordinate and manage legal risk and compliance process for PWM businessManage operational support of new billing constructions and executionDevelop pipeline of strategic projects and requests from the fieldSupport relationships with outside asset management partners including prioritizing and organizing contentFacilitate strategic guidance for in-bound FA PWA and Support Professional inquiriesSkills and Qualifications:Minimum of 2 years of professional work experience with financial industry or related experience preferredB.A. required other industry designations and licensing preferredExcellent analytical and problem-solving skillsStrong interpersonal skills analyst will have interaction with Private Wealth Advisors and internal partnersGood verbal and written communication skillsUnderstanding of global financial marketsCompetence with basic investment firm utilized software programs (e.g. PowerPoint Excel Word)A demonstrated commitment to both partnership and teamwork and initiative to proactively address challenges as they ariseStrong organizational skills and ability to work on multiple projectsWHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.To learn more about our offices across the globe please copy and paste into your browser.Expected base pay rates for the role will be between $58000 and $115000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).Required Experience:IC Key Skills Data Collection,Malware Analysis,Pivot tables,Analysis Skills,Microsoft Powerpoint,Securities Law,Product Lifecycle Management,Microsoft Excel,PMP,Financial Analysis,Omniture,Data Analysis Skills Employment Type : Full-Time Experience: years Vacancy: 1 Yearly Salary Salary: 58000 - 115000