IBD Desk Strat - Associate, Vice President
Morgan Stanley
IBD Desk Strat - Associate, Vice President
Job Description
Morgan Stanley’s Investment Banking Division (IBD) provides industry, regional and product expertise to corporations, institutions and government clients in order to advise our clients on strategic and financing matters. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions.Role Summary: This is a highly dynamic, fast-paced role with global impact across the Investment Banking division.We are looking for self-motivated individuals with combined technical/quantitative skills and business expertise to identify and develop productivity, revenue generation, and risk reduction solutions for IBD globally.Desk strats are embedded within banking teams and provide quantitative analysis, data-driven insights, and customized tools to deliver bespoke solutions to stakeholders. The successful candidate would work alongside the IT team, other strats, and senior management while being fully immersed with bankers to understand pain points and opportunities. The candidate will leverage their strong understanding of finance and technology to quickly deliver high ROI solutions that will provide immediate impact.Responsibilities: Perform data-driven analysis to provide strategic insights into industry trends, deal opportunities and client strategies.Drive AI Usage & Adoption by being a trusted in-house expert on best ways to deploy AI solutions to bankers and clients.Able to use AI coding tools (copilot, etc.) effectively in an enterprise environment, while still providing proper human oversight.Build and maintain software, tools and dashboards to streamline and enhance efficiency in client pitches, transaction execution, and reporting.Work closely with IBD Management and IBD Bankers globally on developing productivity, revenue generation, and risk reduction solutions.Analyze and interpret business requirements to proactively identify opportunities and improvement areas.Collaborate with industry, regional and product teams to provide bespoke and innovative quantitative analysis to utilize within client deliverables.Leverage software development, machine learning and/or AI tools to improve processes such as comparable company analysis, precedent transactions and financial projections.Own the full lifecycle of metrics development, including the process of data sourcing, data architecture design, implementation, and visualization.Communicate and manage strategic projects for senior bankers and leadership across regions, industry groups, and product teams. Serve as a liaison between business and IT to project manage and deliver innovative solutions for investment banking.Gain expertise in investment banking processes and financial products to inform decision-making related to the responsibilities listed above.Requirements / Qualifications:Team player able to work effectively with coworkers (junior and senior), across regions, and industry verticalsBachelor’s or advanced degree in quantitative field such as Mathematics, Computer Science/Engineering or Finance/Economics with software development experience.1-6 years of work experience (7+ for VP).Proficiency in programming languages, ideally Python, R and SQL and experience with financial modeling tools like Excel / VBA.Familiarity with front-end development languages and frameworks such as ReactStrong understanding of financial concepts, including valuation, capital structure and M&A.Experience with data-visualization platforms (i.e. PowerBI) and/or financial databases (i.e. CapIQ, FactSet, Bloomberg).Excellent problem-solving skills, with the ability to work under tight deadlines and manage multiple priorities.Strong communication skills, with the ability to present complex ideas clearly to both technical and non-technical stakeholders.Be able to work closely with other parts of IBD to understand specific business needs and develop specific solutions that meet the requirements of the division.Behave in an honest and ethical manner in accordance with the Code of Conduct and the Employee Handbook, understanding and adhering to the organization’s values.Be accurate, paying careful attention to detail and working thoughtfully and independently.Escalate issues and risks to the supervisor in a timely fashion, whilst being able to effectively and actively ensure upward, downward peer communication of information and issues and risks.Prior experience in investment banking, management consulting or a similar analytical role is a plus.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 - $225,000 per year for Associate and $250,000 - $275,000 for Vice President, 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 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.
Locations
- United States of America, New York, New York
Salary
150,000 - 225,000 USD / yearly
Skills Required
- financial modeling tools like Excel / VBAintermediate
- programming languagesintermediate
- front-end development languagesintermediate
- data-visualization platformsintermediate
- investment bankingintermediate
Required Qualifications
- Team player able to work effectively with coworkers (junior and senior), across regions, and industry verticals (experience)
- Bachelor’s or advanced degree in quantitative field such as Mathematics, Computer Science/Engineering or Finance/Economics with software development experience. (experience)
- 1-6 years of work experience (7+ for VP). (experience, 6 years)
- Proficiency in programming languages, ideally Python, R and SQL and experience with financial modeling tools like Excel / VBA. (experience)
- Familiarity with front-end development languages and frameworks such as React (experience)
- Strong understanding of financial concepts, including valuation, capital structure and M&A. (experience)
- Experience with data-visualization platforms (i.e. PowerBI) and/or financial databases (i.e. CapIQ, FactSet, Bloomberg). (experience)
- Excellent problem-solving skills, with the ability to work under tight deadlines and manage multiple priorities. (experience)
- Strong communication skills, with the ability to present complex ideas clearly to both technical and non-technical stakeholders. (experience)
- Be able to work closely with other parts of IBD to understand specific business needs and develop specific solutions that meet the requirements of the division. (experience)
- Behave in an honest and ethical manner in accordance with the Code of Conduct and the Employee Handbook, understanding and adhering to the organization’s values. (experience)
- Be accurate, paying careful attention to detail and working thoughtfully and independently. (experience)
- Escalate issues and risks to the supervisor in a timely fashion, whilst being able to effectively and actively ensure upward, downward peer communication of information and issues and risks. (experience)
- Prior experience in investment banking, management consulting or a similar analytical role is a plus. (experience)
- Team player able to work effectively with coworkers (junior and senior), across regions, and industry verticals (experience)
- Bachelor’s or advanced degree in quantitative field such as Mathematics, Computer Science/Engineering or Finance/Economics with software development experience. (experience)
- 1-6 years of work experience (7+ for VP). (experience, 6 years)
- Proficiency in programming languages, ideally Python, R and SQL and experience with financial modeling tools like Excel / VBA. (experience)
- Familiarity with front-end development languages and frameworks such as React (experience)
- Strong understanding of financial concepts, including valuation, capital structure and M&A. (experience)
- Experience with data-visualization platforms (i.e. PowerBI) and/or financial databases (i.e. CapIQ, FactSet, Bloomberg). (experience)
- Excellent problem-solving skills, with the ability to work under tight deadlines and manage multiple priorities. (experience)
- Strong communication skills, with the ability to present complex ideas clearly to both technical and non-technical stakeholders. (experience)
- Be able to work closely with other parts of IBD to understand specific business needs and develop specific solutions that meet the requirements of the division. (experience)
- Behave in an honest and ethical manner in accordance with the Code of Conduct and the Employee Handbook, understanding and adhering to the organization’s values. (experience)
- Be accurate, paying careful attention to detail and working thoughtfully and independently. (experience)
- Escalate issues and risks to the supervisor in a timely fashion, whilst being able to effectively and actively ensure upward, downward peer communication of information and issues and risks. (experience)
- Prior experience in investment banking, management consulting or a similar analytical role is a plus. (experience)
Responsibilities
- Perform data-driven analysis to provide strategic insights into industry trends, deal opportunities and client strategies.
- Drive AI Usage & Adoption by being a trusted in-house expert on best ways to deploy AI solutions to bankers and clients.
- Able to use AI coding tools (copilot, etc.) effectively in an enterprise environment, while still providing proper human oversight.
- Build and maintain software, tools and dashboards to streamline and enhance efficiency in client pitches, transaction execution, and reporting.
- Work closely with IBD Management and IBD Bankers globally on developing productivity, revenue generation, and risk reduction solutions.
- Analyze and interpret business requirements to proactively identify opportunities and improvement areas.
- Collaborate with industry, regional and product teams to provide bespoke and innovative quantitative analysis to utilize within client deliverables.
- Leverage software development, machine learning and/or AI tools to improve processes such as comparable company analysis, precedent transactions and financial projections.
- Own the full lifecycle of metrics development, including the process of data sourcing, data architecture design, implementation, and visualization.
- Communicate and manage strategic projects for senior bankers and leadership across regions, industry groups, and product teams. Serve as a liaison between business and IT to project manage and deliver innovative solutions for investment banking.
- Gain expertise in investment banking processes and financial products to inform decision-making related to the responsibilities listed above.
- Perform data-driven analysis to provide strategic insights into industry trends, deal opportunities and client strategies.
- Drive AI Usage & Adoption by being a trusted in-house expert on best ways to deploy AI solutions to bankers and clients.
- Able to use AI coding tools (copilot, etc.) effectively in an enterprise environment, while still providing proper human oversight.
- Build and maintain software, tools and dashboards to streamline and enhance efficiency in client pitches, transaction execution, and reporting.
- Work closely with IBD Management and IBD Bankers globally on developing productivity, revenue generation, and risk reduction solutions.
- Analyze and interpret business requirements to proactively identify opportunities and improvement areas.
- Collaborate with industry, regional and product teams to provide bespoke and innovative quantitative analysis to utilize within client deliverables.
- Leverage software development, machine learning and/or AI tools to improve processes such as comparable company analysis, precedent transactions and financial projections.
- Own the full lifecycle of metrics development, including the process of data sourcing, data architecture design, implementation, and visualization.
- Communicate and manage strategic projects for senior bankers and leadership across regions, industry groups, and product teams. Serve as a liaison between business and IT to project manage and deliver innovative solutions for investment banking.
- Gain expertise in investment banking processes and financial products to inform decision-making related to the responsibilities listed above.
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