Vice President, Banking

Morgan Stanley; New York (NY); On-site; USD 248,000 - 303,000; Full time

Job summary

Morgan Stanley seeks a Vice President, Banking in New York to execute broad financial transactions including M&A, equity and debt financings, LBOs, and restructurings. You will drive client communications and oversee client presentations and financial analyses.

Coordinate with internal teams, develop relationships with corporate clients, and monitor market developments to support deal execution.

Qualifications

• Master’s degree required in Business Administration, Finance, or related field.
• Three years of experience in the offered role or as VP/Associate or closely related occupation.
• Experience with deal structuring, financial modeling, and evaluating strategic opportunities.

Responsibilities

• Execute broad financial transactions including M&A, equity and debt financings, LBOs, and recapitalizations.
• Oversee preparation of client presentations, financial models, valuation analyses, and materials.
• Coordinate with internal product and coverage teams and manage client relationships.

Skills

Deal structuring

Financial modeling

Market research

Data consolidation

Excel

PowerPoint

Bloomberg

FactSet

SNL Global Banking

Mergermarket

Debtwire

Education

Master’s degree in Business Administration, Finance, or related field

Tools

Microsoft Excel

PowerPoint

Job description

Company Profile:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment, 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.

In the Investment Banking division, we offer Global expertise in market analysis and in advisory and capital-raising services for corporations, institutions, and governments.

What you’ll do in the role:

Morgan Stanley & Co. LLC is seeking a Vice President, Banking in New York, New York to execute a broad range of financial transactions including Mergers & acquisitions (M&A), Equity and debt financings (IPOs, follow-ons, private placements), Leveraged buyouts (LBOs) and recapitalizations, Corporate restructurings and divestitures, and Strategic advisory assignments and unsolicited defense mandates. Drive client communications and handle day-to-day transaction processes. Oversee preparation of client presentations, financial models, valuation analyses, and other materials. Coordinate with internal product and coverage teams. Develop and maintain relationships with corporate clients and key decision makers. Conduct industry research and monitor market developments to support client pitches and deal execution.

What you’ll bring to the role:

• Requires a Master’s degree in Business Administration, Finance, or a related field of study
• Requires three (3) years of experience in the position offered or three (3) years as a Vice President, Associate, or a closely related occupation
• Requires three (3) years of experience with the following skills:
  • Deal structuring and closing principles;
  • Financial modeling;
  • Evaluating strategic opportunities including mergers and acquisitions, leveraged buyouts, and debt and equity financing transactions;
  • Applying general accounting and finance principles;
  • Researching and analyzing market events utilizing quantitative and analytical methodologies;
  • Preparing buy side financial due diligence reports;
  • Preparing sell side financial due diligence reports;
  • Sourcing and consolidating client data from software systems;
  • Creating financial data packs summarizing key performance trends for due diligence purposes;
  • Microsoft Excel and PowerPoint;
  • Bloomberg, FactSet, SNL Global Banking, and S&P Global;
  • Transaction and market research resources including The Deal, Mergermarket, and Debtwire;

Industry publications including the Wall Street Journal.

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 $275,000 and $275,000 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.