Wealth Management Analyst

Morgan Stanley is looking for a Wealth Management Analyst to join our team. We are looking for an individual with strong analytical and problem solving skills and an understanding of the financial services industry. The ideal candidate will be a highly motivated team player who is comfortable working in a fast-paced and collaborative environment.The Wealth Management Analyst will be responsible for providing support to the Wealth Management team in the areas of financial analysis, client service, and portfolio management. The successful candidate will possess a combination of deep financial acumen, excellent communication skills, and the ability to think strategically and creatively.The ideal candidate will have a Bachelor’s degree in Finance, Economics, or a related field, with at least two years of relevant experience in a financial services or consulting environment. Knowledge of financial products and services, portfolio management, and financial analysis techniques is a plus. We value individuals who are self-motivated and have a strong work ethic, as well as the ability to work independently and take initiative.

Responsibilities of a Wealth Management Analyst:

1. Prepare and analyze financial data to evaluate portfolio performance and financial trends.
2. Develop financial models to forecast future portfolio performance.
3. Monitor market trends and develop strategies to optimize portfolio performance.
4. Develop client presentations to provide financial planning recommendations.
5. Assist with client onboarding and account maintenance.
6. Conduct research into financial products and services.
7. Proactively identify and analyze opportunities to enhance portfolio performance.
8. Ensure compliance with regulatory and legal requirements.
9. Maintain records of client interactions and account activities.
10. Provide exceptional customer service to clients.

According to JobzMall, the average salary range for a Wealth Management Analyst in Sandy, UT, USA is $55,000 - $75,000. This range varies depending on experience, education, certifications and the size and type of firm. The salary range also depends on the type of job and responsibilities of the individual Wealth Management Analyst.

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.