Fiduciary Consulting Group, Performance Analyst
Morgan Stanley
Posted 13 Nov 2026, 00:43 ET · Last seen open on LinkedIn 13 Nov, 01:50 ET
This job at a glance
- Who can apply
- New grads and up to 5 years · Bachelor's degree
- Must know
- AccountingExcelMicrosoft Office
- Nice to have
- Financial analysisBloomberg
- Work
- On-site in Greenwood Village
- Pay
- $57K–$110K a year
- Skill demand
- Accounting33%Microsoft Office31%Excel28%Financial analysis11%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 13, 2026 · still open
Sign in free to see which of these skills your resume already shows.
About the Role
Morgan Stanley seeks a full-time entry-level Performance Analyst to join the Fiduciary Consulting Group (FCG) in Greenwood Village, Colorado. FCG is the Institutional RIA business within Morgan Stanley Wealth Management, focusing on institutional clients and strategic growth. This role is a high priority initiative for the firm.
Key Responsibilities
- Ongoing investment due diligence, analysis, and reporting to institutional clients.
- 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.
Requirements & Tech Stack
- Undergraduate degree required.
- Applicants with a strong interest in pursuing a career in the financial services industry are encouraged to apply.
- Ideal candidate will have 0-5 years of previous experience in a similar role within the investment or consulting industry.
- Strong written and verbal communication skills.
- 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 not already attained).
- Ability to work 40+ hours when business needs dictate.
Qualifications
- Attentive to Detail: High accuracy and quality of materials are critical.
- Team-Oriented: Essential to cooperate with performance reporting, research, and consulting teams to meet deadlines with quality work.
- Independent Thinker: Capable of critical and independent thought, quickly processing new information, and working autonomously under tight deadlines.
- Professional and Personable: Comfortable interacting and presenting in different environments, including with clients and investment managers.
- Ambitious: Long-term interest in contributing to the team's continued success and expansion.
Please include a cover letter explaining your interest in a career in investment consulting/finance and skill sets applicable to the position.
Salary range: $57,000 - $110,000 per year, with potential eligibility for annual discretionary incentive compensation.