FCG Client Service Analyst

Greenwood Village, CO - USA

Yearly Salary: $ 57000 - 110000

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Client Services Analyst

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices in 43 countries.

As a market leader the talent and passion of our people is critical to our success. Together we share a common set of values rooted in integrity excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional careera place for people to learn to achieve and grow. A philosophy that balances personal lifestyles perspectives and needs is an important part of our culture.

Institutional Consulting Services (ICS) is comprised of institutional client businesses providing enhanced client coverage and greater efficiencies across the platforms supporting the institutional products. ICS includes $700 billion of Institutional Assets. The Fiduciary Consulting Group (FCG) which was formed through the strategic combination of Hyas Group and Cook Street Consulting is a specialized business that provides bespoke investment consulting and fiduciary solutions to institutional clients throughout the United States (including Puerto Rico) and Canada. Our clients include corporations government entities and non-profit organizations and we specialize in assisting retirement plan sponsors (defined contribution/defined benefit/nonqualified) 529 plans endowments foundations and trusts. Our status as a fiduciary is clearly documented in our consulting agreements.

We currently seek a full-time entry level Analyst to begin work immediately in our Greenwood Village Colorado office.

PLEASE INCLUDE COVER LETTER EXPLAINING YOUR INTEREST IN A CAREER IN INVESTMENT CONSULTING/FINANCE AND SKILL SETS APPLICABLE TO THE POSITION

The individual selected for this position will be responsible for ongoing investment due diligence analysis and reporting to institutional clients specifically to include:

Direct client & consultant support
Client performance reporting
Data integration & reconciliation with outside parties
Recordkeeping and investment expense evaluation & benchmarking
Client vendor management
Asset class macroeconomic and industry research

FCGs Performance Reporting Department is responsible for supporting our consultants with client relationships. We are looking for an ambitious individual who is interested in a long-term career in the investment consulting industry.

Qualifications - External

We welcome candidates from a variety of backgrounds. The following is a basic outline of desired qualities:

Attentive to Detail Our success as a firm is intrinsically linked to the quality and accuracy of our materials.
Team-Oriented Cooperation with the performance reporting research and consulting teams to meet deadlines with quality work is absolutely essential.
Independent Thinker A successful candidate must be capable of thinking critically and independently. A candidate must be able to quickly process new information and work autonomously under tight deadlines.
Professional and Personable The vast majority of our new business comes through referrals. Our reputation is one of the greatest assets we possess. A successful candidate must be comfortable interacting and presenting in different environments such as with clients and investment managers.
Ambitious We are a growing independent boutique with around 35 full-time employees. We are looking for someone with a long-term interest in Cook Street and in growth opportunities in one or more of our business divisions (research consulting operations reporting) as well as across the broader Morgan Stanley organization.

Experience and Skill Set:

Undergraduate degree required. Applicants with a strong interest in pursuing a career in the financial services industry regardless of educational background are encouraged to apply.
Ideal candidate for this position will have 0-5 years of previous experience in a similar role within the investment or consulting industry.
Strong written and verbal communication skills.
The candidate will be proficient in Microsoft Office products (Excel PowerPoint Word and Outlook)
Experience with investment and financial analysis platforms such as Bloomberg eVestment and Morningstar Direct is preferred
Desire to progress towards the Chartered Financial Analyst designation (if it has not already been attained).
Ability to work 40 hours when business needs dictate

PLEASE INCLUDE COVER LETTER EXPLAINING YOUR INTEREST IN A CAREER IN INVESTMENT CONSULTING/FINANCE AND SKILL SETS APPLICABLE TO THE POSITION

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe please copy and paste into your browser.

Salary range for the position: $57000 and $110000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business units incentive compensation plan which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits including Medical Prescription Drug Dental Vision Health Savings Account Dependent Day Care Savings Account Life Insurance Disability and Other Insurance Plans Paid Time Off (including Sick Leave consistent with state and local law Parental Leave and X Vacation Days annually) 10 Paid Holidays 401(k) and Short/Long Term Disability in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings. The application window is expected to close October 14 2025.

Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Required Experience:

Client Services AnalystMorgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more tha...

Client Services Analyst

We currently seek a full-time entry level Analyst to begin work immediately in our Greenwood Village Colorado office.

PLEASE INCLUDE COVER LETTER EXPLAINING YOUR INTEREST IN A CAREER IN INVESTMENT CONSULTING/FINANCE AND SKILL SETS APPLICABLE TO THE POSITION

The individual selected for this position will be responsible for ongoing investment due diligence analysis and reporting to institutional clients specifically to include:

Direct client & consultant support
Client performance reporting
Data integration & reconciliation with outside parties
Recordkeeping and investment expense evaluation & benchmarking
Client vendor management
Asset class macroeconomic and industry research

Qualifications - External

We welcome candidates from a variety of backgrounds. The following is a basic outline of desired qualities:

Attentive to Detail Our success as a firm is intrinsically linked to the quality and accuracy of our materials.
Team-Oriented Cooperation with the performance reporting research and consulting teams to meet deadlines with quality work is absolutely essential.
Independent Thinker A successful candidate must be capable of thinking critically and independently. A candidate must be able to quickly process new information and work autonomously under tight deadlines.
Professional and Personable The vast majority of our new business comes through referrals. Our reputation is one of the greatest assets we possess. A successful candidate must be comfortable interacting and presenting in different environments such as with clients and investment managers.
Ambitious We are a growing independent boutique with around 35 full-time employees. We are looking for someone with a long-term interest in Cook Street and in growth opportunities in one or more of our business divisions (research consulting operations reporting) as well as across the broader Morgan Stanley organization.

Experience and Skill Set:

Undergraduate degree required. Applicants with a strong interest in pursuing a career in the financial services industry regardless of educational background are encouraged to apply.
Ideal candidate for this position will have 0-5 years of previous experience in a similar role within the investment or consulting industry.
Strong written and verbal communication skills.
The candidate will be proficient in Microsoft Office products (Excel PowerPoint Word and Outlook)
Experience with investment and financial analysis platforms such as Bloomberg eVestment and Morningstar Direct is preferred
Desire to progress towards the Chartered Financial Analyst designation (if it has not already been attained).
Ability to work 40 hours when business needs dictate

PLEASE INCLUDE COVER LETTER EXPLAINING YOUR INTEREST IN A CAREER IN INVESTMENT CONSULTING/FINANCE AND SKILL SETS APPLICABLE TO THE POSITION

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

To learn more about our offices across the globe please copy and paste into your browser.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Required Experience:

Key Skills

Customer Service
Client Expectations
Client Requirements
Client Support
Action Plans
Issue Resolution
Account Management
Client Relationships
Service Delivery
Client Service
Client Satisfaction
Client Management
Procedures
Service Level Agreements
New Clients

Apply Now

About Company

Morgan Stanley

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1, ... View more

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