Analyst, Firm Strategy and Execution

Morgan-Stanley; Town of Islip (NY); On-site; USD 80,000 - 125,000; Full time

Job summary

Morgan Stanley is seeking an Analyst to join the Firm Strategy and Execution (FSE) team to support the execution of M&A transactions and strategic initiatives across the Firm. You will conduct research, perform analytics, prepare presentations for senior management, and contribute to deal execution across divisions.

You will gain exposure to senior leadership, learn the Firm’s businesses, and develop a strong understanding of Morgan Stanley’s culture.

Qualifications

• MBA / CA / Bachelor’s Degree or equivalent.
• 1–3 years of experience in investment banking, strategy consulting, or related field.
• Strong written and verbal communication in English.

Responsibilities

• Support assessment of market trends and competitive landscapes.
• Analyze growth opportunities across divisions and product entry.
• Assist acquisitions, divestitures, valuation, due diligence, and integration.
• Prepare presentations for senior management and deal teams.
• Maintain and update databases used by senior management.
• Collaborate with global teams across divisions.

Skills

Corporate finance

M&A

Financial modeling

Excel

PowerPoint

Education

MBA / CA / Bachelor’s Degree or equivalent

Job description

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 businessesAnalyze growth opportunities across all divisions, including new market / product entry initiativesSupport 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 effortsPerform financial analysis, including financial metric benchmarking, capital structure analysis and its interpretationPerform company valuation including developing financial models and relative valuationGather and synthesize financial and operating information about companies and industries to analyze performance and inform strategic discussionsEvaluate the business implications of, and responses to, regulatory changesSupport initiatives to improve operational efficiency and effectivenessPrepare presentations and memoranda for a wider senior audience within the Firm, including senior management and the Board of DirectorsMaintain and update databases leveraged by senior management and deal teamsWork closely with team members across divisions and functions to provide a differentiated level of support to ongoing projectsOther administrative tasks to support overall deal flow and businessSkills and qualifications:MBA / CA / Bachelor’s Degree or equivalent1 – 3 years of work experience at an investment bank, a strategy consulting firm or in a related fieldKeen interest in corporate finance, M&A and corporate strategyStrong problem-solving skills with demonstrated intellectual and analytical rigorStrong analytical and numerical skills and at ease with financial dataAbility to structure and manage projects and processes with multiple stakeholders at both senior and junior levelsAbility to clearly communicate compelling messages in writing and verbally; written competency and spoken fluency in EnglishGood interpersonal skills to collaborate effectively with global teams; inclusive, team-oriented and collaborative approach to workAgility and ability to manage multiple projects simultaneously in a fast-paced environmentAbility to manage expectations and handle high-pressure situationsTeam player with a strong work ethic and motivation to learnMust have an intermediate skill level in Microsoft Excel and PowerPointKnowledge and familiarity of AI tools is encouragedWHAT 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 .