Equities Strategy Associate​/Vice President

Equities Strategy Associate / Vice President at Morgan Stanley

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.

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

• Advance the Generative AI agenda within the Institutional Equity Division as a near-term priority
• • 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
• • 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 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

• 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

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — guide decisions to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

You’ll work alongside the best and the brightest in a collaborative, empowered environment. Our teams are relentlessly collaborative and creative thinkers, with diverse backgrounds and experiences. We offer attractive and comprehensive employee benefits and perks, and opportunities to move across the business for those who show passion and grit.

To learn more about our offices across the globe, please copy and paste  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. Base pay may be complemented by commission, incentive compensation, discretionary bonuses, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce. 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 diversity in its workforce (M/F/Disability/Vet).

Mid-Senior level

Full-time

Business Development and Sales