Morgan Stanley

Associate, Banking

Morgan Stanley$225K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Master's degree in Business Administration, Finance, or related field required.
  • Three years of experience as an Associate, Analyst, or similar role required.
  • Experience with valuation methods: comparable company analysis and precedent transactions.
  • Knowledge of cross-border M&A complexities, including FX and geopolitical risks.
  • Proficiency in Excel and PowerPoint.

Responsibilities

  • Develop financial models to value public and private companies.
  • Evaluate debt and equity needs for various transactions such as mergers and acquisitions.
  • Formulate recommendations based on valuation analyses.
  • Prepare materials for M&A and other strategic transactions.
  • Conduct due diligence and industry research to support private transactions.

Benefits

  • Access to a comprehensive benefits package including health insurance.
  • Participation in employee retirement plans.
  • Opportunities for professional development and training.
  • Involvement in diverse financial projects across global markets.
  • Inclusion in a collaborative work environment emphasizing teamwork.
Full Job Description
What you'll do in the role:

Morgan Stanley & Co. LLC is seeking an Associate, Banking in New York, New York to develop various types of financial models to value public and private companies using various valuation methods such as comparable companies, precedent transactions, and discounted cash flow analysis. Evaluate the quantum of debt and equity required for mergers, acquisitions, leverage buyouts, take-private, and other strategic and capital market transactions. Develop recommendations for private equity transactions, mergers and acquisitions, and other transactions based on valuations supported by quantitative analyses. Prepare and review materials used in mergers and acquisitions, leverage buyouts, carve-out divestitures, take privates, hostile and defense situations including investment memoranda, management presentations, and pitchbooks. Perform due diligence, industry research, quantitative, and qualitative analyses to execute corporate and private transactions. Facilitate client communications and client meetings to ensure seamless progression of transactions through to execution and closing.

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 an Associate, Analyst, or a closely related occupation

-Requires three (3) years of experience with the following skills:
  • valuation methodologies including comparable company analysis, and precedent transactions;
  • cross-border mergers and acquisitions transactions including jurisdictional complexities, FX considerations, and geopolitical risk factors;
  • Excel and PowerPoint;
  • regulatory and compliance considerations including antitrust, ESG disclosures, and governance-related risks.

-Requires any amount of experience with the following skills:
  • constructing and maintaining detailed financial models including three-statement, discounted cash flow, leveraged buyout, and merger models;
  • capital markets dynamics and their integration into mergers and acquisitions processes including collaboration with equity and debt capital markets teams on deal structuring and timing;
  • facilitating due diligence processes across legal, tax, accounting, and operational areas;
  • preparing pitchbooks, confidential information memoranda (CIMs), and board presentations;
  • MS Office suite;
  • handling full transaction lifecycle from deal initiation through closing including Non-Disclosure Agreements, Indication of Interest, Letter of Intent, management presentations, and dataroom oversight.


Expected base pay rates for the role will be between $225,000 and $225,000 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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