Branch Analyst Program

Job

:

Wealth Management

Employment Type

:

Full Time

Job Level

:

Non-Exempt

Description

POSITION SUMMARY:
The Branch Analyst Diversity Program is available to students from diverse backgrounds, ethnicities, gender and sexual orientation. Individuals are placed in one of our branches located throughout the United States. The placement in Branch Administration includes rotations throughout Operations / Service, Risk / Compliance and Business Development. Analysts are then placed in a separate rotation, working alongside Financial Advisor teams. Branch Analysts will participate in a week-long orientation in our Westchester and New York offices where they will learn about the organization, products and strategic initiatives. They will also hear from senior leaders within the Firm as well as have the opportunity to meet their program peers.

DUTIES and RESPONSIBILITIES:
Processing and analyzing financial data for client portfolios

Creating asset allocation reviews and financial plans

Developing proposals and presentations for prospects and clients

Analyzing the Financial Advisors’ books of business and identifying new business opportunities

Identifying opportunities to promote the development of client relationships

Analysts will obtain training for and are

required

to pass the Series 7 and Series 66 licensing exams

Qualifications

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience

Bachelor’s Degree in Administration, Management, or Finance preferred

Minimum GPA of 3.2

A strong desire and commitment to understand the global wealth management business.

An ability to understand and interpret numeric data, especially as it relates to financial services.

Effective written and oral communication and interpersonal skills.

Demonstrated leadership skills.

Knowledge/Skills

Strong desire to gain further understanding of the global wealth management business

Demonstrated leadership skills

Effective written and verbal communication skills

Strong interpersonal skills

Strong team player

Exceptional time management and organizational skills

Strong attention to detail

Excellent judgment and ability to be discreet in all manners

Outstanding interpersonal skills

Strong work ethic

REPORTS TO:
Complex Business Service Officer

Morgan Stanley

EOE committed to diversifying its workforce.

M/F/D/V