Global Capital Markets Strat - Strats - Associate

Morgan Stanley; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

Morgan Stanley’s Global Capital Markets Strats embed AI, quantitative modeling and data science to identify productivity gains, revenue opportunities and risk reductions across GCM globally.

The role combines technical expertise with financial intuition to create measurable value for clients and the firm, partnering with bankers, syndicate teams and regional leaders on data-driven insights and scalable analytics.

Qualifications

• Bachelor’s or advanced degree in a quantitative discipline.
• Proficiency in Python, R, SQL or Java.
• Experience with large datasets and time-series data.
• Familiarity with AI/ML techniques.

Responsibilities

• Perform data-driven analysis to provide strategic insights into industry trends, deal opportunities and client strategies.
• Leverage AI and advanced analytics to improve processes such as transaction analytics, deal screening, capital markets monitoring, and client deliverables.
• Drive AI usage and adoption by being a trusted in-house expert on best ways to deploy AI solutions to bankers and clients.
• Work with sector coverage, derivatives coverage, and syndication teams to deliver differentiated quantitative analysis for pitches and transactions.
• Build and maintain software tools, dashboards, and analytics platforms to enhance client pitches, transaction execution, and reporting.
• Design and develop scalable software libraries, data pipelines, and analytical frameworks to support capital markets analytics.
• Own data products lifecycle from sourcing to design, implementation and visualization.
• Communicate and manage strategic projects for senior bankers and leadership across regions.

Skills

Python

R

SQL

Java

kdb+/q

React

Time-series data

AI/ML

Communication

Project management

Education

Bachelor’s or advanced degree in Mathematics, Computer Science, Engineering, Statistics, Finance, Economics

Tools

kdb+/q

React

Job description

Role Summary

Global Capital Markets Strats apply artificial intelligence, quantitative modeling, and data science to to identify and develop productivity, revenue generation, and risk reduction solutions for GCM globally. Strats are embedded alongside bankers and syndicate teams to provide quantitative analysis, improve execution efficiency, and develop innovative solutions that differentiate Morgan Stanley’s capital markets franchise.

Role Summary

Global Capital Markets Strats apply artificial intelligence, quantitative modeling, and data science to to identify and develop productivity, revenue generation, and risk reduction solutions for GCM globally. Strats are embedded alongside bankers and syndicate teams to provide quantitative analysis, improve execution efficiency, and develop innovative solutions that differentiate Morgan Stanley’s capital markets franchise.

This is a highly dynamic, fast-paced role with global impact across the Global Capital Markets division. The successful candidate will combine technical expertise and financial intuition to identify opportunities where data, quantitative models, and AI can create measurable value for clients and the firm.

Responsibilities Include, But Are Not Limited To The Following

• Perform data-driven analysis to provide strategic insights into industry trends, deal opportunities and client strategies.
• Leverage AI and advanced analytics to improve processes such as transaction analytics, deal screening, capital markets monitoring, and client deliverables.
• Drive AI usage and adoption by being a trusted in-house expert on best ways to deploy AI solutions to bankers and clients.
• Work closely with sector coverage, derivatives coverage, and syndication teams to deliver differentiated quantitative analysis for client pitches and live transactions.
• Build and maintain software tools, dashboards, and analytics platforms that enhance efficiency in client pitches, transaction execution, and internal reporting.
• Design and develop scalable software libraries, data pipelines, and analytical frameworks to support capital markets analytics.
• Own the lifecycle of data products, including data sourcing, architecture design, model implementation, and visualization.
• Communicate and manage strategic projects for senior bankers and leadership across regions, industry groups, and product teams.

Requirements / Qualifications

• Team player able to work effectively with coworkers (junior and senior), across regions, and industry verticals.
• Bachelor’s or advanced degree in Mathematics, Computer Science, Engineering, Statistics, Finance, Economics, or a related quantitative discipline.
• 4-+ years of work experience.
• Strong understanding of capital markets products, valuation, capital structure, and financing transactions.
• Proficiency in programming languages, such as Python, R, SQL, or Java.
• Experience with kdb+/q or other high-performance data systems is an advantage.
• Familiarity with front-end development languages and frameworks such as React.
• Experience working with large datasets and time-series financial data.
• Familiarity with AI/ML techniques and AI-assisted development tools is a plus.
• Excellent quantitative reasoning, statistical intuition, and problem-solving ability, with the ability to work under tight deadlines and manage multiple priorities.
• Strong communication skills with the ability to translate complex quantitative ideas into clear business insights.
• Demonstrated ability to manage projects and collaborate across global teams.
• Strong attention to detail and commitment to risk management, governance, and ethical conduct.
• Be able to present complex ideas and associated costs for alternative solutions.
• Act as a leader and role model to the team and others in the division.
• Ensure risk is mitigated through documented process controls and adherence to escalation matrices.

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.
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.