Morgan Stanley
Consulting Group Analyst
Indianapolis, Indiana · On-site · Full-time · Posted Sep 8, 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 and Private Wealth Advisors with client service, business development administration, financial plans and reports, research, and portfolio-related analysis.
What you'll do
- Prepare for client meetings, track follow-ups, and provide backup client-service coverage, including certain account transactions and digital-tool assistance.
- Carry out administrative elements of digital and in-person marketing strategies, including events, websites, social media, and email.
- Prepare or review client reports and financial plans, assist with research, and participate in client or prospective-client meetings.
What they ask for
- Active Series 7 and Series 66, or Series 63 and Series 65 licenses.
- Knowledge of financial services products and proficiency with basic computer, MS Office (particularly MS Excel), and internet applications.
- Willingness to obtain the CIMA or CFA designation.
Nice to have
- Four-year college degree or professional certification.
Tools
MS Office, MS Excel, MS Online
Model-written summary · the original posting is authoritative