Morgan Stanley

IED - Equities Strategy Associate

Morgan Stanley$150K — $200K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-3+ years in strategy, management consulting, or financial services
  • Strong analytical and problem-solving skills with attention to detail
  • Experience managing complex projects with multiple stakeholders
  • Effective verbal and written communicator
  • Collaborative interpersonal skills for influencing across all levels
  • Proficient in Excel, Word, PowerPoint; Python skills preferred
  • Familiarity with institutional business operations preferred

Responsibilities

  • Advance the Generative AI agenda in Institutional Equity Division
  • Develop business case, strategy, and roadmap for Gen AI integration
  • Identify and prioritize Gen AI use cases for development and deployment
  • Engage with sales and trading leaders to formulate strategic initiatives
  • Analyze client wallet progression for new opportunities
  • Align strategy with Treasury, Capital Planning, Risk Management, and Technology
  • Oversee capital planning, budgeting, forecasting, and regulatory updates

Benefits

  • Access to cutting-edge technologies in a leading financial firm
  • Collaboration with cross-business teams and exposure to senior leadership
  • Opportunity to influence strategic initiatives in a high-impact role
  • Support for professional development and growth within the organization
  • Involvement in advanced analytics and innovative projects in finance
Full Job Description

JOB SUMMARY

Key Responsibilities:

  • Advance the Generative AI agenda within the Institutional Equity Division as one of Morgan Stanley’s key near-term priorities, including:
    • Develop the business case, strategy and roadmap for integrating Gen AI into workflows
    • Identify, coordinate and prioritize the development and deployment of Gen AI use cases
  • Engage with sales, trading and prime brokerage leadership globally to develop strategic plans and tactical initiatives, including:
    • Identify and prosecute cross-business opportunities, monetizing institutional product capabilities across client segments
    • Conduct deep dive analysis on client wallet progression to inform opportunities
  • Engage with other business divisions, Treasury, Capital Planning, Investor Relations, Risk Management and Technology to ensure Firm-wide alignment on strategy and execution
  • Evaluate competitive dynamics with direct and third-party research and data analysis
  • Manage capital and financial resources planning, business budgeting and forecasting and regulatory updates
  • Support divisional management in internal and external communications

Qualifications:

  • 2-3+ years of experience in strategy, management consulting or financial services
  • Proven conceptual and analytical problem solving, organizational ability, meticulous attention to detail
  • Ability to manage and prioritize complex, time-sensitive projects involving multiple stakeholders
  • Strong verbal and written communication skills
  • Strong interpersonal and influencing skills and ability to interact with colleagues at all levels in a peer-like way, and achieve goals through collaboration with other teams within the Firm
  • Proficiency in Excel, Word and PowerPoint; preference for candidates with Python experience
  • Preference for candidates familiar with institutional businesses

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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