FCG Client Service Analyst at Morgan Stanley

Portland, Oregon, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Jan, 26

Salary

0.0

Posted On

30 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Attention To Detail, Team-Oriented, Independent Thinker, Professional, Personable, Ambitious, Written Communication, Verbal Communication, Microsoft Office, Financial Analysis, Investment Analysis, Bloomberg, eVestment, Morningstar Direct, Chartered Financial Analyst

Industry

Financial Services

Description

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. 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 Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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. There's 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 https://www.morganstanley.com/about-us/global-offices into your browser. 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.

Responsibilities

The FCG Client Service Analyst will work closely with performance reporting, research, and consulting teams to ensure quality work is delivered on time. The role requires critical thinking and the ability to process information quickly while working autonomously under tight deadlines.