Entry Level Wealth Management Specialist Jobs

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.

The Fiduciary Consulting Group at Morgan Stanley (“FCG”) is the Institutional RIA business, which consults on over $200 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 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

FCG’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.

Qualifications:

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 – As part of Morgan Stanley's Fiduciary Consulting Group, we continue to grow and expand our capabilities. We are seeking an individual with a long-term interest in contributing to our team's continued success.

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

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: $57,000 and $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 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 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. The application window is expected to close November 30, 2026, but may be extended depending on whether a candidate has been selected.

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 .