Performance Analyst

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world’s largest networks of Financial Advisors.

Cook Street Consulting is a part of the Morgan Stanley Institutional RIA business, which consults on over $150 billion of institutional assets. The Institutional RIA business was launched in 2021 through the acquisitions of Hyas Group and Cook Street Consulting and subsequently the Southern Employee Benefits practice of Milliman. Its goal is to continue strategic acquisitions in this space and help support organic growth. The business is a high priority strategic initiative within Morgan Stanley to increase market share within the institutional consulting market while also contributing to the Firm’s asset growth and participant engagement goals.

We currently seek a full-time entry level Performance Analyst to begin work immediately in our Cook Street Consulting’s 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

Responsibilities

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

Cook Street’s 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.

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

Salary range for the position: $57,000 to $110,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in 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 20 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 mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley's 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).

Posting Date

Apr 11, 2024

Primary Location

Americas-United States of America-Colorado-Greenwood Village

Education Level

Bachelor's Degree

Job

Wealth Management

Employment Type

Full Time

Job Level

Analyst