307 jobs for "Portfolio & Performance Analyst"

Client Relationship Analyst

At Morgan Stanley - Toms River

Posted on Nov 5

View job Apply on company site

Asset Management China - Risk Analyst/Associate

At JPMorgan Chase - Shanghai

Posted on Oct 14

View job Apply on company site

Client Relationship Analyst

At Morgan Stanley - Indianapolis

Posted on Nov 5

View job Apply on company site

Portfolio Analytics and Strategy Analyst Senior - Enterprise Risk

At PNC - Charlotte

Posted on Nov 7

View job Apply on company site

Portfolio Analytics and Strategy Analyst Senior - Enterprise Risk

At PNC - Cleveland

Posted on Nov 7

View job Apply on company site

Client Relationship Analyst

At Morgan Stanley - Northbrook

Posted on Nov 5

View job Apply on company site

Portfolio Analytics and Strategy Analyst Senior - Enterprise Risk

At PNC - Birmingham

Posted on Nov 7

View job Apply on company site

Head of Dining, Lifestyle & Cards Analytics

At JPMorgan Chase - Wilmington · Plano

Posted on Oct 9

View job Apply on company site

Head of Card Customer Analytics & AI Enablement-Executive Director

At JPMorgan Chase - New York · Plano

Posted on Oct 2

View job Apply on company site

Business Performance Analyst

At CRH - Atlanta

Posted on Sep 25

View job Apply on company site

Portfolio Engineer Specialized Strategies

At Fisher Investments - Plano

Posted on Sep 24

View job Apply on company site

Senior Financial Planning & Analysis (FP&A) Analyst - Federal

At Delta Dental Ins. - Rancho Cordova · Oakland

Posted on Sep 16

View job Apply on company site

Public Policy & Incentives Analyst

At Jabil - Saint Petersburg

Posted on Oct 5

View job Apply on company site

Client Delivery - Assistant Vice President

At iCapital - Des Moines

Posted on Oct 2

View job Apply on company site

Data Analyst II - Enterprise Solutions

At GM Financial - Fort Worth

Posted on Oct 3

View job Apply on company site

Senior Analyst, Commercial Planning

At Suntory Global Spirits - Chicago

Posted on Sep 9

View job Apply on company site

Risk Analyst II - Portfolio Analytics

At GM Financial - Fort Worth

Posted on Aug 19

View job Apply on company site

Portfolio Engineer Specialized Strategies

At Fisher Investments - Camas

Posted on May 21

View job Apply on company site

Client Delivery Advocate - Analyst

At iCapital - Edinburgh

Posted on Jul 15

View job Apply on company site

Risk Analyst - Portfolio Analytics

At GM Financial - Fort Worth

Posted on Jun 9

View job Apply on company site

Morgan Stanley

Client Relationship Analyst

Toms River, NJ$16 – $43/hrPosted 3 days ago

Apply on company site View full job

POSITION SUMMARY

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings,
performance reporting, etc. and preparing materials for client meetings using firm approved systems
• Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams
• Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
• Assist FAs / PWAs/ teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT:
• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA

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

• High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills
• Detail orientated with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven

Reports to:

• Business Service Officer

To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. 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. At Morgan Stanley, you'll 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. 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.

Salary range for the position: $16.48 and $43.27 per hour. 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 unit's 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 mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

About Morgan Stanley

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals.

Size: 10,000+ employees
Industry: Financial Services

View company profile