Analyst – Family Office

DESCRIPTION

• Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
• As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and a strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career – a place for people to learn, to achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.
• The Morgan Stanley Family Office (MSFO) within Corporate & Institutional Solutions is responsible for delivering solutions to Family Office clients across investment management, administration, and specialized service needs. MSFO is a critical partner to the Firm’s top advisors and clients and works closely with the Global Investment Office (GIO) and other partners across various groups at Morgan Stanley. This position affords the opportunity to gain a broad perspective of wealth management, investment banking, and investment management businesses.
• Attractive candidates should have an interest in (1) understanding Wealth Management with a focus on Family Office and the UHNW client segment and (2) advancing the firm’s long-term, strategic cross-collaboration & growth initiatives. The candidate will be expected to think analytically, be detail-oriented, and be client-centric.

Responsibilities:

• Strategy & Execution: Contribute to the execution of strategy and project management for several initiatives to create new service offerings and enhance processes for the UHNW client segment at Morgan Stanley
• Business Metrics & Presentations: Prepare business analysis, including preparing presentation and reporting materials for senior management
• Vendor Management: Support competitive analysis and Third Party vendor evaluation, RFP process and onboarding
• Project Management: Manage work streams of projects by managing to deadlines and liaising with key partners across other groups within wealth management (Product, Finance, Legal, Risk, Compliance, Technology)
• Support senior managers with the completion of project objectives, including tracking and reporting on progress of ongoing projects
• Support with breaking down & prioritizing complex, multi-faceted projects into actionable and impactful deliverables

Qualifications:

• The role requires a self-starter with strong communication and problem-solving skills, and the ability to learn quickly in a fast-paced environment
• The candidate must be results-oriented, organized, and able to multi-task & prioritize initiatives across multiple projects
• Strategic thinker with strong interpersonal skills, highly organized, and very close attention to detail
• Inquisitive, with an initiative to independently seek out industry knowledge and stay up to speed with the current market landscape
• Bachelor’s degree with a strong academic record
• Prior experience in consulting, wealth management, and/or business strategy & management is preferred
• Advanced knowledge of Microsoft Office suite (Excel, Word, Powerpoint)
• Strong interpersonal, written, and verbal communication skills