Equities Strategy Associate / Vice President

Description
 

Morgan Stanley’s Equity and Fixed Income businesses include sales, financing, prime brokerage, market-making and certain business-related investments. Financing activities include originating corporate loans and commercial real estate loans, providing secured lending facilities, and extending securities-based and other financing to customers.

In the Institutional Equity Division, the Strategy team works closely with the leadership team to develop multi-year strategic priorities, analyze competitive landscape, assess business mix, and identify and drive actionable expense management opportunities, including technology upgrades and process reengineering. Additionally, the team is responsible for the division’s budgeting, forecasting, and capital planning processes, and supports divisional management in internal and external communication. 

The team has built broad and deep partnerships with Fixed Income, Global Capital Markets, Research, Finance, Treasury, Capital Planning, Investor Relations, Risk Management and Technology to ensure Firm-wide alignment on strategy and execution. Team members thrive in a fast-paced environment and enjoy the challenges of problem-solving across large and dynamic businesses.
 

JOB SUMMARY

Key Responsibilities:

• Advance the Generative AI agenda within the Institutional Equity Division as one of Morgan Stanley’s key near-term priorities, including:
  • Develop the business case, strategy and roadmap for integrating Gen AI into workflows
  • Identify, coordinate and prioritize the development and deployment of Gen AI use cases
• Engage with sales, trading and prime brokerage leadership globally to develop strategic plans and tactical initiatives, including:
  • Identify and prosecute cross-business opportunities, monetizing institutional product capabilities across client segments
  • Conduct deep dive analysis on client wallet progression to inform opportunities
• Engage with other business divisions, Treasury, Capital Planning, Investor Relations, Risk Management and Technology to ensure Firm-wide alignment on strategy and execution
• Evaluate competitive dynamics with direct and third-party research and data analysis
• Manage capital and financial resources planning, business budgeting and forecasting and regulatory updates
• Support divisional management in internal and external communications
   

Qualifications:

• 2-3+ years of experience in strategy, management consulting or financial services 
• Proven conceptual and analytical problem solving, organizational ability, meticulous attention to detail
• Ability to manage and prioritize complex, time-sensitive projects involving multiple stakeholders
• Strong verbal and written communication skills
• Strong interpersonal and influencing skills and ability to interact with colleagues at all levels in a peer-like way, and achieve goals through collaboration with other teams within the Firm
• Proficiency in Excel, Word and PowerPoint; preference for candidates with Python experience
• Preference for candidates familiar with institutional businesses

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.

Expected base pay rates for the role will be between $150,000 and $200,000 per year for Associate, and between $175,000 and $250,000 per year for VP, at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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).