Morgan Stanley

Investment Banking Technology Associate / Vice President - New York, NY or Menlo Park, CA

Morgan Stanley$150K — $275K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-6+ years of investment banking experience as an Associate or Vice President with a proven deal execution record
  • Preferred experience in the technology sector, although not mandatory
  • High motivation and commitment to hard work
  • Strong analytical, corporate finance, and communication skills (both written and verbal)
  • Ability to collaborate in a team-focused setting and manage tight deadlines
  • Bachelor's degree required; MBA and/or CFA designation is a plus
  • Series licensing required or must be obtained

Responsibilities

  • Collaborate with clients on complex transactions including mergers, acquisitions, and divestitures
  • Analyze market trends to provide strategic advisory services
  • Develop and maintain relationships with regional and international clients
  • Work closely with senior professionals to deliver high-quality client advice
  • Execute public and private capital markets transactions with a focus on differentiated outcomes

Benefits

  • Opportunities for professional growth and development
  • Collaborative working environment within a high-performing team
  • Exposure to a wide range of complex transactions
  • Access to senior professionals for mentorship and guidance
  • Engagement with both regional and international clients
Full Job Description
Our Investment Banking Technology Group is looking for Associates and Vice Presidents with flexibility to sit in our New York, NY or Menlo Park, CA offices. AI is driving a convergence from hardware to apps and we want people to work across sectors/verticals to drive new insights and differentiated execution.

Successful candidates will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively.

Qualifications:

- 3-6+ years of experience within the investment banking industry as an Associate and/or Vice President with a proven track record working on complex executed deals

- Experience within the technology industry is strongly preferred, but not a requirement

- Extraordinarily high level of motivation and commitment to working hard

- Strong analytical, corporate finance, written and verbal communication skills

- Ability to work collaboratively in a team-oriented environment and under tight deadlines

- Bachelor's degree required; an MBA and/or CFA designation would be an asset

- Series licensing or must obtain

- Location will be either New York, NY or Menlo Park, CA

Expected base pay rates for the role will be between $150,000 and $225,000 per year for an Associate, and between $250,000 and $275,000 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.

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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