Finance Talent Hub
Morgan Stanley
Wealth Management Analyst
We are seeking a motivated and detail-oriented Wealth Management Analyst to join our team. In this role, you will support financial advisors and senior management in delivering exceptional wealth management services to clients. You will play a key role in portfolio analysis, client reporting, and ensuring the smooth operation of wealth management activities.
About the Role:
As a Wealth Management Analyst, you will assist in preparing financial analyses, conducting research, and managing client accounts. Your role will involve working closely with financial advisors to provide tailored investment solutions and ensure clients’ financial goals are met. This position offers a unique opportunity to grow your career in a collaborative and dynamic environment while gaining exposure to a broad range of wealth management strategies.
Key Responsibilities:
- Assist financial advisors in preparing customized financial plans and investment strategies for clients
- Conduct detailed portfolio analyses, ensuring alignment with clients’ goals and risk tolerance
- Prepare and deliver accurate client reports, presentations, and updates on portfolio performance
- Research and analyze market trends, economic data, and investment opportunities to support client recommendations
- Manage and maintain client accounts, ensuring all transactions, updates, and documentation are accurate and timely
- Collaborate with internal teams to ensure seamless execution of client requests and transactions
- Monitor and evaluate portfolio performance, recommending adjustments when necessary
- Provide administrative and operational support to the wealth management team, ensuring compliance with regulatory standards
- Assist in onboarding new clients, gathering necessary documentation, and setting up accounts
- Maintain up-to-date knowledge of financial markets, investment products, and regulatory developments
What We’re Looking For:
- Bachelor’s degree in Finance, Economics, Business, or a related field
- 1-3 years of experience in wealth management, financial analysis, or a related field (internships included)
- Strong analytical skills with the ability to interpret financial data and make informed recommendations
- Excellent communication and interpersonal skills, with the ability to build rapport with clients and team members
- Proficiency in financial analysis tools and software, including Microsoft Excel and portfolio management systems
- High attention to detail and strong organizational skills, with the ability to manage multiple tasks and meet deadlines
- Familiarity with investment products, financial planning, and market research techniques
- A client-focused mindset and commitment to delivering exceptional service
- Professional certifications such as CFA or CFP (or progress toward certification) are a plus
Why Join Us?
This is an excellent opportunity to develop your career in wealth management with a supportive and forward-thinking organization. You will gain hands-on experience in portfolio analysis, client relationship management, and financial planning while working alongside experienced professionals. We offer competitive compensation, professional development opportunities, and a collaborative work environment.
Apply Today to become part of a team dedicated to helping clients achieve their financial goals with innovative and personalized wealth management solutions.
Discover our other opportunities
FIG M&A Analyst (1-2) – Boutique Investment Bank (German Speaker Required)
London, UK
Full Time
Office Business Development Manager – Leading Provider of Innovative Financial Solutions
London, UK
Full Time
Director – Transaction Advisory Services (Accounting & Financial Reporting)
London, UK
Full Time
Investment Banking Analyst – Financial Institutions M&A (US Advisory Focus)
London, UK
Full Time
Origination & Advisory – Banker: Fintech (Associate/Vice President)
New York, NY, USA
Full Time
Investment Bank - Origination & Advisory - Banker: Healthcare (Associate/Vice President)
New York, NY, USA
Full Time
Asset & Wealth Management – Private Credit Asset Finance Analyst
New York, NY, USA
Full Time
GBM Private Investment Banking - Classic Consumer & Retail Analyst
New York, NY, USA
Full Time
Internal Audit – Technology Audit – Wealth Management – Vice President
New York, NY, USA
Full Time
Compliance Officer – Investment Bank Compliance – Fixed Income Sales & Trading – Rates and FX – Vice President
New York, NY, USA
Full Time
Assistant Vice President – Americas Reconciliations Oversight
Jacksonville, FL, USA
Full Time
Vice President – Emerging Markets Sales Specialist (Foreign Exchange & Rates)
New York, NY, USA
Full Time
Vice President – Compliance Officer: Fixed Income Sales & Trading – Credit
New York, NY, USA
Full Time
Associate – Internal Audit: Enterprise Risk Management Assurance
New York, NY, USA
Full Time
Senior Vice President – Internal Audit: AML, Financial Crimes, and Legal
New York, NY, USA
Full Time
Private Client Financial Advisor - Conshohocken, PA
Conshohocken, United States
Full Time
Private Client Financial Advisor - Washington, DC
Washington, DC, USA (Position based in Wenatchee, WA)
Full Time
Senior Private Banker – Private Banking & Wealth Management
Mill Valley, CA, USA
Full Time
2025 Investment Banking Full-Time Analyst – Frankfurt, Germany
Frankfurt, Germany
Full Time
2025 Corporate Banking Summer Analyst – Amsterdam, Netherlands
Amsterdam, Netherlands
Full Time
Private Banking and Wealth Management Graduate Programme 2025 – Geneva, Switzerland
Geneva, Switzerland
Full Time
Private Banking and Wealth Management Off-Cycle Internship Programme 2025 – Geneva, Switzerland
Geneva, Switzerland
Full Time
International Corporate Banking Off-Cycle Internship 2025 – Paris, France
Paris, France
Full Time
2025 Corporate Banking – Financial Institutions Group (FIG) Full-Time Analyst – Frankfurt, Germany
Frankfurt, Germany
Full Time
2025 Corporate Banking Full-Time Analyst – Zurich, Switzerland
Zurich, Switzerland
Full Time
VP, Project Manager – DRIVE Global Banking – São Paulo, Brazil
São Paulo, Brazil
Full Time
Associate – Investment Banking, Consumer & Industrials – Eschborn, Germany
Eschborn, Germany
Full Time
Commercial Banking Customer Service Specialist – Olsztyn, Poland
Olsztyn, Poland
Full Time
Investment Banking Coverage – Analyst/Associate – Sydney, Australia
Sydney, Australia
Full Time
Distressed Product Group – Credit Analyst (VP) – Sydney, Australia
Sydney, Australia
Full Time
Corporate Banking Senior Sales Specialist – Budapest, Hungary
Budapest, Hungary
Full Time
Vice President – Corporate Banking – Industrials, TD Securities
New York, United States
Full Time
Investment Banking Infrastructure Strategy - New York, NY or Menlo Park, CA
Menlo Park, United States
Full Time
AWM, Private Bank, Regional Lending Junior Advisor, Vice President – New York
New York, United States
Full Time
Associate/Vice President, Municipal Securities & Public Finance Banking
New York, NY
Full Time
Bank Sales Support Specialist (Commercial Loan Processor/Assistant)
Frisco, TX, USA
Full Time
U.S. Banks Operational Risk Associate – Dedicated Business Risk Coverage for Shared Services
Purchase, NY, USA
Full Time
Senior Financial Consultant – Technology & Operations Finance FP&A
Hartford, WI, USA
Full Time
Business Control Office (BCO) Corporate Coverage - Corporate Bank Central (CBC) - Vice President
New York, NY, USA
Full Time
Compliance Officer - Investment Bank Compliance - Origination & Advisory
New York, NY, USA
Full Time
Compliance Officer - Investment Bank Compliance - Fixed Income Sales & Trading - Rates and FX
New York, NY, USA
Full Time
Compliance Officer - Investment Bank Compliance - Origination & Advisory - Capital Markets
New York, NY, USA
Full Time
Surveillance - Private Bank Surveillance Compliance Officer - Associate
Jacksonville, FL, USA
Full Time
Associate – Investment Banking, Financial Institutions Group (FIG)
London, United Kingdom
Full Time
Banking Associate (Part-Time, 20 Hours) - Edison Oak, Edison, NJ
Edison Oak, Edison, NJ
Full Time