Research Analyst -Wealth Management

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.

Institutional Consulting Services (ICS) is comprised of institutional client businesses including

Graystone Consulting, Corporate Cash, Government Entities, Institutional RIA and Institutional

Infrastructure Solutions. ICS includes over $500 billion of institutional assets. The Institutional RIA

business was launched in 2021 through recent acquisitions of Hyas Group and Cook Street Consulting and is looking to grow through other strategic acquisitions in this space; the business is a

high priority strategic initiative within MSWM to increase market share withing 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 Research Analyst to begin work immediately in our Cook Street Consulting's Greenwood Village, Colorado office. The individual selected for this position will be responsible for ongoing investment due diligence, analysis and reporting to institutional clients, specifically to include:

PLEASE INCLUDE COVER LETTER EXPLAINING YOUR INTEREST IN A CAREER IN FINANCE AND SKILL SETS APPLICABLE TO THE POSITION

• Investment manager due diligence and selection
• Asset class research
• Asset allocation modeling
• Portfolio construction
• Macroeconomic and industry research

Cook Street's Research Department is responsible for delineating the firm's investment policy and the research which supports that policy. 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:

PLEASE INCLUDE COVER LETTER EXPLAINING YOUR INTEREST IN A CAREER IN FINANCE AND SKILL SETS APPLICABLE TO THE POSITION

• Attentive to Detail - Our success as a firm is intrinsically linked to the quality and accuracy of our materials.
• Team-Oriented - Cooperation with the research team and additional departments 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 30 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).

Experience and Skill Set:

• Undergraduate degree required.
• Ideal candidate for this position will have 2-5 years of previous experience in a similar role within investment industry.
• Strong written and verbal communication skills.
• The candidate will be proficient in Microsoft Office products (Excel, PowerPoint, Word, and Outlook)
• Proficient in PDF software.
• 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 FINANCE AND SKILL SETS APPLICABLE TO THE POSITION

Salary range for the position: 57,000 - 110,000 Yr. 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'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).