Analyst, Firm Strategy and Execution

Morgan Stanley

New York, United StatesOn-siteFull time
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Pay
$80K to $125K
a year
Location
New York, United States
Work style
On-site
Job type
Full time
Posted
Oct 23
2 days ago
Career path

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About the company

Morgan Stanley

Financial services · 10,001+ employees

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Morgan Stanley on LinkedIn

What you'll do

  • Support assessment of market trends, competitive landscapes and internal competencies
  • Analyze growth opportunities, including new market / product entry initiatives
  • Support acquisitions and divestitures, including valuation, due diligence and integration
  • Perform financial analysis, including benchmarking and capital structure analysis
  • Perform company valuation, including developing financial models and relative valuation
  • Gather and synthesize financial and operating information about companies and industries
  • Prepare presentations and memoranda for senior management and the Board of Directors
  • Maintain and update databases leveraged by senior management and deal teams

What you need

  • MBA / CA / Bachelor’s Degree or equivalent
  • 1–3 years of work experience at an investment bank, a strategy consulting firm or in a related field
  • Must have an intermediate skill level in Microsoft Excel and PowerPoint
  • Written competency and spoken fluency in English
  • Strong problem-solving skills with demonstrated intellectual and analytical rigor
  • Strong analytical and numerical skills and at ease with financial data
  • Knowledge and familiarity of AI tools is encouraged (preferred)
  • Education: a bachelor's degree, a postgraduate degree or a professional certificate

Key skills

financial analysisfinancial modelscompany valuationrelative valuationproblem-solving skillsanalytical and numerical skillsMicrosoft ExcelPowerPointAI toolswritten competencyspoken fluency in Englishinterpersonal skills

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See full description on company page, apply now

Read the full posting here
Company Profile: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile: The Firm Strategy and Execution (“FSE”) group is part of the Company Management Division of Morgan Stanley and is responsible for providing M&A advice and transaction execution, driving thought leadership, and executing the Firm’s strategic priorities across the Firm. FSE plays a key role in the execution of M&A transactions often pivotal to the Firm’s long-term success (e.g., acquisitions of Smith Barney, E*TRADE, Eaton Vance, Solium and Mesa West Capital, among other deals). In addition, FSE drives several strategic growth initiatives (e.g., new market / product entry) to support business expansion both domestically and internationally. FSE offers the opportunity to join a team that is at the center of shaping the Firm’s strategy and to work on a broad spectrum of strategic projects that are critical priorities for the Firm’s Chief Executive Officer, Board of Directors, and Operating Committee. We are looking for an Analyst to join the FSE team in [Location]. The successful candidate will play a key role in supporting the execution of M&A transactions and strategic initiatives, conducting research and analytics, preparing presentations for senior management, and providing process support to the broader FSE team across the Firm’s divisions. You will receive a variety of trainings covering financial analysis, business presentations, and practical skills. In this role, you will gain exposure to the Firm’s senior leadership, build knowledge of the Firm’s businesses and of the financial services industry, and develop a strong understanding of the Morgan Stanley culture. High performers will be eligible for internal mobility opportunities globally. Key Responsibilities: Support the assessment of market trends, competitive landscapes and internal competencies across the Firm’s businesses Analyze growth opportunities across all divisions, including new market / product entry initiatives Support the Firm’s acquisitions and divestitures, including assessing strategic fit in the context of broader Firm strategy, conducting valuation / pro-forma analyses, supporting due diligence processes, and partaking in integration efforts Perform financial analysis, including financial metric benchmarking, capital structure analysis and its interpretation Perform company valuation including developing financial models and relative valuation Gather and synthesize financial and operating information about companies and industries to analyze performance and inform strategic discussions Evaluate the business implications of, and responses to, regulatory changes Support initiatives to improve operational efficiency and effectiveness Prepare presentations and memoranda for a wider senior audience within the Firm, including senior management and the Board of Directors Maintain and update databases leveraged by senior management and deal teams Work closely with team members across divisions and functions to provide a differentiated level of support to ongoing projects Other administrative tasks to support overall deal flow and business Skills and qualifications: MBA / CA / Bachelor’s Degree or equivalent 1 – 3 years of work experience at an investment bank, a strategy consulting firm or in a related field Keen interest in corporate finance, M&A and corporate strategy Strong problem-solving skills with demonstrated intellectual and analytical rigor Strong analytical and numerical skills and at ease with financial data Ability to structure and manage projects and processes with multiple stakeholders at both senior and junior levels Ability to clearly communicate compelling messages in writing and verbally; written competency and spoken fluency in English Good interpersonal skills to collaborate effectively with global teams; inclusive, team-oriented and collaborative approach to work Agility and ability to manage multiple projects simultaneously in a fast-paced environment Ability to manage expectations and handle high-pressure situations Team player with a strong work ethic and motivation to learn Must have an intermediate skill level in Microsoft Excel and PowerPoint Knowledge and familiarity of AI tools is encouraged 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 $80,000 and $125,000 per year 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 .

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