LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
OR continue with e-mail and password
E-mail address
Password
Don't have an account?
Reset password
Join Canary Wharfian
OR continue with e-mail and password
E-mail address
Username
Password
Confirm Password
How did you hear about us?
By signing up, you agree to our Terms & Conditions and Privacy Policy.

Job Details

Morgan Stanley logo
Bulge Bracket Investment Banks

Investment Banking Senior Associate / Vice President – New York (Wealth / Asset Management)

at Morgan Stanley

ExperiencedNo visa sponsorship

Posted 16 days ago

No clicks

Join Morgan Stanley in New York as a Senior Associate or Vice President on the wealth and asset management investment banking coverage team. You will advise C-suite clients (broker-dealers, RIAs, private banks, trust companies, digital wealth firms, etc.) on M&A, IPOs, private capital and debt raises, and other strategic transactions. The role demands strong valuation skills, comfort with financial statement analysis, excellent communication, and the ability to perform under tight deadlines while collaborating with global teams. Candidates typically have 5-7 years (or 3-5 post-MBA) of investment banking experience; MBA/CA/CFA and Series licensing are assets.

Compensation
$150,000 – $275,000 USD

Currency: $ (USD)

City
New York City
Country
United States

Full Job Description

Our New York office is looking for talented investment bankers at the Senior Associate and Vice President level to join our leading wealth and asset management investment banking coverage team. Successful candidates will have the opportunity to work with preeminent, global clients on a wide range of complex transactions including M&A, IPOs, private capital and debt raises, and other strategic advisory engagements.

We work closely with clients (including broker-dealers, registered investment advisors, private banks, trust companies, institutional consultants, retirement-plan advisors, digital wealth firms, etc.) at the C-suite level to provide best-in-class strategic advice and execution, collaborating closely with other industry and product bankers across the Firm globally. We pride ourselves on maintaining an excellent culture and investing in the career development of our team.

Qualifications:

- 5-7 years of experience, or 3-5 years of post-MBA experience, within the investment banking industry as an Analyst, Associate, and/or Vice President with a proven track record working on executed deals across M&A and capital markets

- Unwavering integrity

- Extraordinarily high level of motivation and commitment

- Collaborative approach and desire to work closely with teams

- Commercial instinct and ability to perform under pressure and tight deadlines

- High level of focus on work quality and attention to detail

- Superior valuation skills

- Comfort reading and interpreting financial statements

- Strong written and verbal communication skills

- Bachelor’s degree required; an MBA, CA and/or CFA designation would be an asset

- Series licensing or must obtain

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 $225,000 per year for an Associate, and between $250,000 and $275,000 per year for a 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'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).

Job Details

Morgan Stanley logo
Bulge Bracket Investment Banks

16 days ago

clicks

Investment Banking Senior Associate / Vice President – New York (Wealth / Asset Management)

at Morgan Stanley

ExperiencedNo visa sponsorship

$150,000 – $275,000

USD

City: New York City

Country: United States

Join Morgan Stanley in New York as a Senior Associate or Vice President on the wealth and asset management investment banking coverage team. You will advise C-suite clients (broker-dealers, RIAs, private banks, trust companies, digital wealth firms, etc.) on M&A, IPOs, private capital and debt raises, and other strategic transactions. The role demands strong valuation skills, comfort with financial statement analysis, excellent communication, and the ability to perform under tight deadlines while collaborating with global teams. Candidates typically have 5-7 years (or 3-5 post-MBA) of investment banking experience; MBA/CA/CFA and Series licensing are assets.

Full Job Description

Our New York office is looking for talented investment bankers at the Senior Associate and Vice President level to join our leading wealth and asset management investment banking coverage team. Successful candidates will have the opportunity to work with preeminent, global clients on a wide range of complex transactions including M&A, IPOs, private capital and debt raises, and other strategic advisory engagements.

We work closely with clients (including broker-dealers, registered investment advisors, private banks, trust companies, institutional consultants, retirement-plan advisors, digital wealth firms, etc.) at the C-suite level to provide best-in-class strategic advice and execution, collaborating closely with other industry and product bankers across the Firm globally. We pride ourselves on maintaining an excellent culture and investing in the career development of our team.

Qualifications:

- 5-7 years of experience, or 3-5 years of post-MBA experience, within the investment banking industry as an Analyst, Associate, and/or Vice President with a proven track record working on executed deals across M&A and capital markets

- Unwavering integrity

- Extraordinarily high level of motivation and commitment

- Collaborative approach and desire to work closely with teams

- Commercial instinct and ability to perform under pressure and tight deadlines

- High level of focus on work quality and attention to detail

- Superior valuation skills

- Comfort reading and interpreting financial statements

- Strong written and verbal communication skills

- Bachelor’s degree required; an MBA, CA and/or CFA designation would be an asset

- Series licensing or must obtain

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 $225,000 per year for an Associate, and between $250,000 and $275,000 per year for a 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'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).