[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Morgan Stanley jobs](https://jobs.opennash.com/companies/morgan-stanley/) · [Search jobs](/search/) Morgan Stanley · Green Bay, WI # Institutional Consulting Analyst Green Bay, Wisconsin, United States of America Consulting Listed on Morgan Stanley’s official careers site. Posted October 8, 2026. Check that it is still open and apply there. [Apply on Morgan Stanley’s careers site →](https://ms.wd5.myworkdayjobs.com/External/job/Green-Bay-Wisconsin-United-States-of-America/Institutional-Consulting-Analyst_JR044837) [OpenNash Jobs](https://jobs.opennash.com/) / [Morgan Stanley](https://jobs.opennash.com/companies/morgan-stanley/) / Institutional Consulting Analyst ## Job description ### POSITION SUMMARY Institutional Consulting Analysts provide exceptional service to our clients and support Institutional Consulting Directors (ICD) and their teams. The Institutional Consulting Analyst is an integral member of the Graystone Team. As a key member of the service team, in supporting the ICD/team, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. The Institutional Consulting Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts. ### DUTIES and RESPONSIBILITIES Client Service: As a key member of the service team, provide coverage for a Graystone team including: Assisting the ICD/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or ICD/team such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity Remaining current on all policies, procedures and new platforms In partnership with the ICD/team contributing in client/account presentations to provide updates, and information on investment managers Business Development Support: At the direction of ICD/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity At the request of the client and/or ICD/team, preparing and reviewing various institutional client reports or financial plans from firm-approved systems for existing or prospective clients At the request of the client and/or ICD/team, assisting with research using firm-approved systems - At the request of ICD/team, participating in existing client and/or prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience - 5+ years of experience in a field relevant to the position required Four-year college degree or professional certification preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Additional product licenses may be required Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation Knowledge/Skills - Knowledge of financial services products and services, including but not limited to measuring performance of institutional clients’ portfolios Technically proficient and quick learner of new and updated platforms Detail oriented with superior organizational skills and ability to prioritize Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications 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​](https://www.morganstanley.com/about-us/global-offices​) into your browser. 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](https://www.morganstanley.com/people-opportunities/eeo). ## At a glance - Posted by the employer: Oct 8, 2026 - First seen by OpenNash: Oct 11, 2026 - Last checked: Oct 18, 2026 - Listed for: 10 days - Location: Green Bay, Wisconsin, United States of America[Apply on Morgan Stanley’s careers site →](https://ms.wd5.myworkdayjobs.com/External/job/Green-Bay-Wisconsin-United-States-of-America/Institutional-Consulting-Analyst_JR044837) ## More jobs at Morgan Stanley ### [Branch Manager, Non-Producing](https://jobs.opennash.com/companies/morgan-stanley/jobs/9a0fbcf7c20b689c6084/) Green Bay, Wisconsin, United States of America ### [Asia Wealth Management - Advisory Portfolio Management, Vice President, Hong Kong](https://jobs.opennash.com/companies/morgan-stanley/jobs/80844ae532c9a9542a51/) Hong Kong ### [Associate, Consultant Relations - Parametric](https://jobs.opennash.com/companies/morgan-stanley/jobs/046475102e7798d6fefc/) Boston, Massachusetts, United States of America ### [Consulting Group Analyst](https://jobs.opennash.com/companies/morgan-stanley/jobs/0fe02c4072bc6cdee09d/) Indianapolis, Indiana, United States of America ### [Consulting Group Analyst](https://jobs.opennash.com/companies/morgan-stanley/jobs/3b33f109fa5b723ca493/) Pittsburgh, Pennsylvania, United States of America ## Similar jobs at other companies ### [Asset Management Institutional Consulting Group Area Manager](https://jobs.opennash.com/companies/regions-financial/jobs/48579ff2b2d15985da68/) Regions Financial · Birmingham, AL - Regions Center ### [Consulting Analyst - Allocation](https://jobs.opennash.com/companies/aon/jobs/190c248d834e2aa77e03/) Aon · Chicago, Illinois ### [Analyst, Institutional Fund Accounting](https://jobs.opennash.com/companies/northern-trust/jobs/ee6edf19b9d7749e96da/) Northern Trust · Tempe, AZ ### [Institutional Investment Consulting Associate](https://jobs.opennash.com/companies/marsh/jobs/854cfa139097e9590af4/) Marsh · San Francisco - Embarcadero +8 more ### [Consulting Dietitian](https://jobs.opennash.com/companies/aramark/jobs/7bef74f509fc09b4caac/) Aramark · Machais, NY, US OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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