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 businesses
- Analyze growth opportunities across all divisions, including new market / product entry initiatives
- Support 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 efforts
- Perform financial analysis, including financial metric benchmarking, capital structure analysis and its interpretation
- Perform company valuation including developing financial models and relative valuation
- Gather and synthesize financial and operating information about companies and industries to analyze performance and inform strategic discussions
- Evaluate the business implications of, and responses to, regulatory changes
- Support initiatives to improve operational efficiency and effectiveness
- Prepare presentations and memoranda for a wider senior audience within the Firm, including senior management and the Board of Directors
- Maintain and update databases leveraged by senior management and deal teams
- Work closely with team members across divisions and functions to provide a differentiated level of support to ongoing projects
- Other administrative tasks to support overall deal flow and business
Skills and qualifications:
- MBA / CA / Bachelor’s Degree or equivalent
- 1 – 3 years of work experience at an investment bank, a strategy consulting firm or in a related field
- Keen interest in corporate finance, M&A and corporate strategy
- Strong problem-solving skills with demonstrated intellectual and analytical rigor
- Strong analytical and numerical skills and at ease with financial data
- Ability to structure and manage projects and processes with multiple stakeholders at both senior and junior levels
- Ability to clearly communicate compelling messages in writing and verbally; written competency and spoken fluency in English
- Good interpersonal skills to collaborate effectively with global teams; inclusive, team-oriented and collaborative approach to work
- Agility and ability to manage multiple projects simultaneously in a fast-paced environment
- Ability to manage expectations and handle high-pressure situations
- Team player with a strong work ethic and motivation to learn
- Must have an intermediate skill level in Microsoft Excel and PowerPoint
- Knowledge and familiarity of AI tools is encouraged
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.
