Description of the Division:
Morgan Stanley's Investment Banking Division (IBD) provides industry, regional and product expertise to corporations, institutions and government clients in order to advise our clients on strategic and financing matters. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions.
Role Summary:
This is a highly dynamic, fast-paced role with global impact across the Investment Banking Division.
We are looking for self-motivated individuals with combined technical/quantitative skills and business expertise to identify and develop productivity, revenue generation, and risk reduction solutions for IBD globally.
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Desk strats are embedded within banking teams and provide quantitative analysis, data-driven insights, and customized tools to deliver bespoke solutions to stakeholders. The successful candidate would work alongside the IT team, other strats, and senior management while being fully immersed with bankers to understand pain points and opportunities. The candidate will leverage their strong understanding of finance and technology to quickly deliver high ROI solutions that will provide immediate impact.
Responsibilities:
- Perform data-driven analysis to provide strategic insights into industry trends, deal opportunities and client strategies.
- Build and maintain software, tools and dashboards to streamline and enhance efficiency in client pitches, transaction execution, and reporting.
- Work closely with IBD Management and IBD Bankers globally on developing productivity, revenue generation, and risk reduction solutions.
- Analyze and interpret business requirements to proactively identify opportunities and improvement areas.
- Collaborate with industry, regional and product teams to provide bespoke and innovative quantitative analysis to utilize within client deliverables.
- Leverage software development, machine learning and/or AI tools to improve processes such as comparable company analysis, precedent transactions and financial projections.
- Own the full lifecycle of metrics development, including the process of data sourcing, data architecture design, implementation, and visualization.
- Communicate and manage strategic projects for senior bankers and leadership across regions, industry groups, and product teams. Serve as a liaison between business and IT to project manage and deliver innovative solutions for investment banking.
- Gain expertise in investment banking processes and financial products to inform decision-making related to the responsibilities listed above.
- Bachelor's or advanced degree in quantitative field such as Mathematics, Computer Science/Engineering or Finance/Economics with software development experience.
- 1-6 years of work experience (7+ for VP).
- Proficiency in programming languages, ideally Python, R and SQL and experience with financial modeling tools like Excel / VBA.
- Strong understanding of financial concepts, including valuation, capital structure and M&A.
- Experience with data-visualization platforms (i.e. PowerBI) and/or financial databases (i.e. CapIQ, FactSet, Bloomberg).
- Excellent problem-solving skills, with the ability to work under tight deadlines and manage multiple priorities.
- Strong communication skills, with the ability to present complex ideas clearly to both technical and non-technical stakeholders.
- Be able to work closely with other parts of IBD to understand specific business needs and develop specific solutions that meet the requirements of the division.
- Behave in an honest and ethical manner in accordance with the Code of Conduct and the Employee Handbook, understanding and adhering to the organization's values.
- Be accurate, paying careful attention to detail and working thoughtfully and independently.
- Escalate issues and risks to the supervisor in a timely fashion, whilst being able to effectively and actively ensure upward, downward peer communication of information and issues and risks.
- Prior experience in investment banking, management consulting or a similar analytical role is a plus.
- Vice President Additional:
- Be able to step back from details and select relevant information and tailor communication to your target audience.
- 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.
Expected base pay rates for the role will be between $85,000 and $140,000 per year for an Associate and between $145,000 and $250,000 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).