Morgan Stanley Investment Management – Strategy and Corporate Development – Analyst

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in twenty-four countries, and a total of $1.7 trillion in assets under management as of December 31, 2024. MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide.

The Investment Management Strategy and Corporate development team is part of IM Management; the small group is responsible for driving growth of the business by defining medium to long-term organizational priorities, supporting key resourcing decisions, and managing execution of high impact strategic initiatives. Key functions include performing in-depth market research and competitor analysis to identify industry trends and future growth vectors, evaluating organic and inorganic growth opportunities, and facilitating executive management communication of priorities and performance to internal and external stakeholders. As part of this mandate, IM Strategy plays a key role in the execution of M&A transactions often pivotal to the Firm’s long-term success (e.g., Eaton Vance, Mesa West Capital). In conjunction, the team focuses on executing workstream verticals for Firm management including supporting the Integrated Firm through senior management client connectivity and developing client and business synergies with Wealth Management and Institutional Securities Divisions. The team also supports the Firm and IM management through preparing presentation materials for Firm-level Operating Committee and Board meetings. Additionally, the team supports IM management through business line strategy development and execution across all asset classes, channels, and regions.

IM Strategy offers the opportunity to join a team that is at the center of shaping the Investment Management division’s strategy and future while working on a broad spectrum of strategic initiatives that are critical priorities for the head of Investment Management and Firm C-suite leadership.

Responsibilities

• Detailed industry and competitor research and assessments
• Analyzing and summarizing internal data into meaningful deliverables / presentations for senior management and external stakeholders
• Managing processes across key stakeholder groups including Sales, Finance, Data, Legal, Compliance, HR, business unit management, MSIM senior management, and Firm management
• Evaluating and executing on growth opportunities across asset classes, channels, and regions
• Providing Firm senior management teams with MSIM-specific client information in advance of external meetings on tight timelines
• Supporting and managing Investment Management business unit acquisitions and divestitures, including assessing strategic fit in the context of the broader business, conducting valuation / pro-forma analyses, coordinating due diligence processes, and partaking in integration efforts
• Improving operational efficiency and effectiveness
  
  

Qualifications

• Ideal candidate will have 1-4 years of experience at a leading investment bank or a top-tier strategy consulting firm, although candidates with commensurate experience and skill sets will also be considered
• Bachelor’s degree in accounting, finance, economics, or a related field
• Ability to structure and manage complex projects and processes with multiple stakeholders at both senior and junior levels
• Ability to manage multiple projects simultaneously
• Demonstrated interest in finance and basic understanding of accounting principles
• Outstanding analytical and quantitative skills
• Excellent verbal and written communication skills
• A quick learner with a strong work ethic; a team player with the ability to work independently
• Detail oriented with strong organizational skills and ability to manage time efficiently and effectively
  
  

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Expected base pay rates for the role will be between $120,000 and $130,000 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.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).