Morgan Stanley
Institutional Consulting Analyst
Green Bay, Wisconsin · On-site · Full-time · Posted Oct 7, 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
- 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 Institutional Consulting Directors and their teams by delivering client service, preparing reporting and presentation materials, and assisting with marketing and business development.
What you'll do
- Prepare for client meetings, track follow-ups, and provide backup client-service coverage, including certain account transactions and digital-tool support.
- Assist with digital and in-person marketing activities, client reports, financial plans, and research using firm-approved systems.
- Contribute to client and prospect meetings, presentations, performance measurement, and team initiatives.
What they ask for
- Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA); additional product licenses may be required.
- Knowledge of financial services products and services, including measuring institutional portfolio performance.
- Proficiency with 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 Excel, MS Office, MS Online
Model-written summary · the original posting is authoritative