Morgan Stanley
Institutional Consulting Analyst
Lake Oswego, Oregon · On-site · Full-time · Posted Oct 26, 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 Institutional Consulting Directors and Graystone teams by delivering client service and preparing institutional reports, financial plans, presentations, and marketing materials.
What you'll do
- Coordinate client service activities, including meeting preparation, follow-ups, and backup client account support.
- Execute administrative elements of digital and in-person marketing strategies and prepare institutional client reports or financial plans.
- Assist with research, client presentations, and meetings, and support portfolio performance measurement and related analysis.
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 services, including measuring institutional portfolio performance.
- Strong organizational, writing, interpersonal, client service, and time-management skills; proficiency with MS Office, particularly MS Excel.
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 Online, MS Office, MS Excel
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