3+ years of relevant experience in management consulting, investment banking, or an internal strategy/corporate development function
Skills/Abilities
Strategic thinker with strong analytical and problem-solving skills
Strong data analysis and financial modeling skills; solid foundation in corporate finance and accounting
Excellent attention to detail and strong written and verbal communication skills
Proven ability to manage multiple workstreams simultaneously
Self-starter who takes initiative, learns quickly, and works independently
Collaborative teammate with strong interpersonal and professional judgment
Proficiency in Microsoft Office (Excel, Word, PowerPoint)
Proficiency in AI tools (effective prompt writing, GPT creation, etc.)
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
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Additional Information
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethics. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Profile
The Strategy and Corporate Development team within Morgan Stanley Wealth Management develops and executes the firm's highest priority organic and inorganic strategic initiatives, partnering with senior leadership across the firm to capture growth opportunities.
Position Summary and Responsibilities
The AVP / VP will work on the business's most critical strategic questions across growth, profitability, multi-year planning, competitive dynamics, technology investments, and acquisitions, divestitures, and partnerships. The role includes synthesizing industry and competitive insights, building financial models and scenario analyses, developing strategic frameworks to address business problems, supporting execution of acquisitions/divestitures/partnerships, and delivering clear, actionable recommendations to help shape MSWM's future strategy.
The AVP / VP will partner with teams across Workplace & Institutional, Advisory/PWM, E*TRADE, Investment Solutions, Finance, Technology, and Marketing. The role requires strong problem-solving, quantitative, communication, presentation, and project management skills, with the ability to manage multiple priorities and deliver high-quality work under tight timelines.
Key tasks the candidate will be expected to perform include:
Analyze data and build financial models to drive insights and recommendations
Develop strategic and analytical frameworks to support critical projects
Conduct market research to identify potential partners, targets, and key trends
Support evaluation and execution of acquisitions, divestitures, and partnerships
Gather competitive intelligence on existing and emerging competitors
Create executive-ready presentations supporting business strategy
Morgan Stanley · New York, NY