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Institutional Equity Division – Analyst/Associate, Strategic Investments (New York)

ExperiencedNo visa sponsorship
Morgan Stanley logo

at Morgan Stanley

Bulge Bracket Investment Banks

Posted 6 days ago

No clicks

**Institutional Equity Division – Analyst/Associate: Drive Strategic Investments in New York** Manage full investment lifecycle in Morgan Stanley's Strategic Investments team, focusing on market infrastructure, trading platforms, wealth management, and complementary tech companies. Key responsibilities include valuation analysis, committee presentations, industry research, and cross-functional collaboration. Requires 1-2+ years in investment banking, venture capital, strategy consulting, or similar roles. Proficiency in financial modeling, due diligence, and Microsoft Office suite is crucial. Additional experience with AI/LLM-based tools (e.g., ChatGPT) is a plus. Thrives under pressure, excel in multi-tasking, and excel in communication. Join a leading global financial services firm offering competitive compensation and comprehensive benefits.

Compensation
$110,000 – $200,000 USD

Currency: $ (USD)

City
New York City
Country
United States

Full Job Description

Our New York office is looking for an Analyst / Associate candidate to join the Strategic Investments team. Strategic Investments makes and manages investments on behalf of Morgan Stanley across market infrastructure, trading and wealth management platforms, and innovative technology companies that are complementary to the Firms overall strategic agenda.

Team members manage the full investment lifecycle from sourcing, selection, evaluation, due diligence, negotiation and closing to post-investment monitoring / strategic involvement and exit. Responsibilities include the preparation of detailed valuation analyses and presentations to the Investment Committee, as well as research and monitoring of industry developments relevant to the Strategic Investments portfolio and Morgan Stanleys businesses.

The individual will work closely with the rest of the team as well as colleagues across products and functions firmwide to identify and assess investment opportunities and manage the portfolio. Team members who succeed in this group bring both creative and structured analytical thinking, a strong passion for investing, and a commitment to building deep, enduring partnerships with colleagues, investors, and technology companies.

Qualifications:

  • 1-2+ years working in investment banking, venture / growth equity, strategy consulting or strategic corporate finance with a proven track record

  • Building and analyzing financial models and conducting financial due diligence

  • Experience managing transaction / investment processes and working across cross-functional teams

  • Experience using Microsoft Excel, PowerPoint, CRM tools, AI/LLM-based tools (e.g. ChatGPT, Claude, Copilot)

The ideal candidate will have:

  • The ability to perform under pressure and manage competing deadlines

  • Strong organizational skills, with experience managing multiple projects simultaneously

  • Sharp analytical and risk management capabilities

  • Excellent written and verbal communication skills

  • Advanced financial modeling and presentation skills

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 thats differentiated and weve 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 - arent 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, youll 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. Theres 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 $110,000 and $200,000 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.

Institutional Equity Division – Analyst/Associate, Strategic Investments (New York)

Compensation

$110,000 – $200,000 USD

City: New York City

Country: United States

Morgan Stanley logo
Bulge Bracket Investment Banks

6 days ago

No clicks

at Morgan Stanley

ExperiencedNo visa sponsorship

**Institutional Equity Division – Analyst/Associate: Drive Strategic Investments in New York** Manage full investment lifecycle in Morgan Stanley's Strategic Investments team, focusing on market infrastructure, trading platforms, wealth management, and complementary tech companies. Key responsibilities include valuation analysis, committee presentations, industry research, and cross-functional collaboration. Requires 1-2+ years in investment banking, venture capital, strategy consulting, or similar roles. Proficiency in financial modeling, due diligence, and Microsoft Office suite is crucial. Additional experience with AI/LLM-based tools (e.g., ChatGPT) is a plus. Thrives under pressure, excel in multi-tasking, and excel in communication. Join a leading global financial services firm offering competitive compensation and comprehensive benefits.

Full Job Description

Our New York office is looking for an Analyst / Associate candidate to join the Strategic Investments team. Strategic Investments makes and manages investments on behalf of Morgan Stanley across market infrastructure, trading and wealth management platforms, and innovative technology companies that are complementary to the Firms overall strategic agenda.

Team members manage the full investment lifecycle from sourcing, selection, evaluation, due diligence, negotiation and closing to post-investment monitoring / strategic involvement and exit. Responsibilities include the preparation of detailed valuation analyses and presentations to the Investment Committee, as well as research and monitoring of industry developments relevant to the Strategic Investments portfolio and Morgan Stanleys businesses.

The individual will work closely with the rest of the team as well as colleagues across products and functions firmwide to identify and assess investment opportunities and manage the portfolio. Team members who succeed in this group bring both creative and structured analytical thinking, a strong passion for investing, and a commitment to building deep, enduring partnerships with colleagues, investors, and technology companies.

Qualifications:

  • 1-2+ years working in investment banking, venture / growth equity, strategy consulting or strategic corporate finance with a proven track record

  • Building and analyzing financial models and conducting financial due diligence

  • Experience managing transaction / investment processes and working across cross-functional teams

  • Experience using Microsoft Excel, PowerPoint, CRM tools, AI/LLM-based tools (e.g. ChatGPT, Claude, Copilot)

The ideal candidate will have:

  • The ability to perform under pressure and manage competing deadlines

  • Strong organizational skills, with experience managing multiple projects simultaneously

  • Sharp analytical and risk management capabilities

  • Excellent written and verbal communication skills

  • Advanced financial modeling and presentation skills

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 thats differentiated and weve 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 - arent 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, youll 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. Theres 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 $110,000 and $200,000 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.