Morgan Stanley
Consulting Group Analyst
Pittsburgh, Pennsylvania · On-site · Full-time · Posted Sep 10, 2026
- Experience
- 5+ years of experience in a field relevant to the position required.
- Education
- Four-year college degree or professional certification preferred.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Supports Financial Advisors, Private Wealth Advisors, and their teams with client service, marketing administration, financial plans and reports, research, and performance-related work for technically advanced accounts.
What you'll do
- Prepare for client meetings, track follow-ups, and provide backup client-service support, including certain account transactions and digital-tool assistance.
- Administer digital and in-person marketing activities and prepare or review client reports and financial plans using firm-approved systems.
- Assist with research and participate in client or prospective-client meetings and firm initiatives.
What they ask for
- 5+ years of experience in a field relevant to the position.
- Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- Knowledge of financial services products and proficiency with MS Office, particularly MS Excel.
- Must be legally authorized to work in the United States and must not require employment visa sponsorship now or in the future.
Nice to have
- Four-year college degree or professional certification.
- Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation.
Tools
MS Office, MS Excel, MS Online
Model-written summary · the original posting is authoritative