Finance Professional jobs at Apollo Global Management - 20 jobs

Company Profile 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 Professionals within Legal and Compliance provide a wide range of services to our business units. They might help to structure a complex and sensitive cross-border transaction; advise on a new product introduction; develop a training program or defuse an investor dispute. They preserve the firm's invaluable reputation for integrity and protect the firm from sanctions with policies and procedures that meet regulatory requirements around the world. They also strive to maintain cooperative relationships with governmental policy makers and the regulatory and self-regulatory agencies that govern the firm's businesses. Background on the Team The Global Compliance Department manages a Firmwide Compliance Risk Management program, including Compliance risks that transcend business lines, legal entities and jurisdictions of operation. This role is part of Shared Services Compliance which provides advisory coverage to the Firm's Infrastructure divisions. Job Description: This non-officer Compliance role will assist in performing advisory and challenge functions across the 1st line, with a focus on Americas Operations and Finance. Key coverage areas include Equity and Fixed Income operational groups, particularly regulatory reporting obligations and other post trade execution activities. This position is readymade for someone that wants to use their technical, business, and personal skills to navigate complex business models and rules to assist the Firm achieve and maintain compliance. Development opportunities to expand current knowledge due to vast array of global businesses across a mix of institutional and wealth management businesses. Responsibilities include: > Providing regulatory interpretation and advisory support to the institutional and wealth business, operational and technology functions with a focus on fixed income products. > Advise on applicable processes, controls, governance, and policies, and procedures. > Assist in responding to regulatory exams and inquiries where Cross-functional collaboration is critical. > Make recommendations to management regarding development of policies and procedures to identify and implement processing efficiencies. > Provide back up and support to other Compliance personnel for business continuity. > Offer regular review and challenge on new and existing regulatory requirements via the firm's testing, monitoring facilities and working alongside the compliance testing function. > Proactive approach that flourishes in a high speed and collaborative environment > Broker-dealer background with a focus on operations > Ideally at least 4 years' relevant experience > Strong organizational skills with ability to prioritize and multitask > Ability to create and maintain relationships > Excellent oral and written communication skills 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. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Maryland: Salary range for the position: $70,000 and $125,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. New York: Expected base pay rates for the role will be between $90,000 and $155,000 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).

Company Profile 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 Professionals within Legal and Compliance provide a wide range of services to our business units. They might help to structure a complex and sensitive cross-border transaction; advise on a new product introduction; develop a training program or defuse an investor dispute. They preserve the firm's invaluable reputation for integrity and protect the firm from sanctions with policies and procedures that meet regulatory requirements around the world. They also strive to maintain cooperative relationships with governmental policy makers and the regulatory and self-regulatory agencies that govern the firm's businesses. Background on the Team The Global Compliance Department manages a Firmwide Compliance Risk Management program, including Compliance risks that transcend business lines, legal entities and jurisdictions of operation. This role is part of Shared Services Compliance which provides advisory coverage to the Firm's Infrastructure divisions. Job Description: This non-officer Compliance role will assist in performing advisory and challenge functions across the 1st line, with a focus on Americas Operations and Finance. Key coverage areas include Equity and Fixed Income operational groups, particularly regulatory reporting obligations and other post trade execution activities. This position is readymade for someone that wants to use their technical, business, and personal skills to navigate complex business models and rules to assist the Firm achieve and maintain compliance. Development opportunities to expand current knowledge due to vast array of global businesses across a mix of institutional and wealth management businesses. Responsibilities include: > Providing regulatory interpretation and advisory support to the institutional and wealth business, operational and technology functions with a focus on fixed income products. > Advise on applicable processes, controls, governance, and policies, and procedures. > Assist in responding to regulatory exams and inquiries where Cross-functional collaboration is critical. > Make recommendations to management regarding development of policies and procedures to identify and implement processing efficiencies. > Provide back up and support to other Compliance personnel for business continuity. > Offer regular review and challenge on new and existing regulatory requirements via the firm's testing, monitoring facilities and working alongside the compliance testing function. > Proactive approach that flourishes in a high speed and collaborative environment > Broker-dealer background with a focus on operations > Ideally at least 4 years' relevant experience > Strong organizational skills with ability to prioritize and multitask > Ability to create and maintain relationships > Excellent oral and written communication skills 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. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Maryland: Salary range for the position: $70,000 and $125,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. New York: Expected base pay rates for the role will be between $90,000 and $155,000 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).

Morgan Stanley Investment Management ("MSIM") is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.7Tn of AUM with professionals located across 21 countries, with a proven long‐ term track record of success. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world‐ class management teams. Morgan Stanley's extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies' unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages. Private Credit & Equity (PC&E) consists of a team of 300+ professionals globally managing ~$55 billion of client capital in direct private equity and credit investment across a broad spectrum of industries. The Next Level Fund is a venture capital fund seeking to generate long‐term capital appreciation generally through privately negotiated venture capital investments in primarily early‐stage companies where there has been historical underinvestment of early‐stage capital. The Fund invests in early‐stage technology and technology‐enabled companies in the technology, consumer/retail, financial technology, healthcare and media/entertainment industries primarily located in the United States, and Canada, with annual recurring revenue of at least $1MM and a valuation of at least $10MM. The Analyst/Associate will be an integral member of the Investment Team for the Next Level Fund working with senior staff members in making and managing a portfolio of investments. Responsibilities include: Responsibilities * Work with senior members of the Fund to conduct diligence on investment opportunities including investment selection, evaluation, due diligence, negotiation, closing, ongoing corporate governance, and potential exit of the portfolio companies * Construct company financial forecasts and prepare detailed valuation analyses and presentations to the Investment Committee and monitor strategic developments relevant to the portfolio companies * Manage industry/sector company analysis * Execute other investment related tasks (tracking prospective deals, negotiating confidentiality agreements, etc.) * Contribute to managing the day‐to‐day activities and interaction with portfolio companies, including: * Building and maintaining relationships with founders, supporting various management, strategy and funding matters, as necessary and relevant * Collaboration with other MS constituents and relevant groups from a mentor/assistance/introduction and potential vendor analysis perspective * Establish and monitor KPIs, overseeing valuation analysis, company forecasting * Build and maintain relationships with relevant entrepreneurial ecosystem members including Venture Capital firms, Angel Groups, Accelerators and Corporate Partners * Assist with investor reporting * Engage and provide support as necessary to the other initiatives on the team Qualifications The ideal candidate should have significant knowledge of both financial products and financial analysis including different valuation methodologies and should be capable of both leading and managing large, multidimensional projects. Required skills include: * Exceptional analytical skills with a fundamental understanding of corporate finance and investment principles as well as financial products/securities * Strong financial modeling skills * Strong time management and organizational skills, with the ability to manage a significant workload and work well under pressure, in addition to a demonstrated ability to deliver to a range of audiences (both internal and external) with a range of differing priorities * Exceptional writing, communication (both internal and external) and presentation delivery skills * Extensive experience managing projects with minimal supervision, in addition to sound judgment and the ability to operate independently * Proactive self‐starter and creative problem solver with a demonstrated interest and passion in the multicultural business sector, as well as in the investing and impact sectors * Committed to delivering the highest quality work product; strong attention to detail * Ability to effectively prioritize and handle multiple tasks * Entrepreneurial spirit * An understanding and passion for analyzing a business from an investor's perspective * 1‐3 years of relevant experience in investment banking, corporate finance, equity research, strategic/corporate investments or venture capital; prior investing experience preferred 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. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 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 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).

Morgan Stanley Investment Management (“MSIM”) is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.7Tn of AUM with professionals located across 21 countries, with a proven long‐ term track record of success. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world‐ class management teams. Morgan Stanley's extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies' unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages. Private Credit & Equity (PC&E) consists of a team of 300+ professionals globally managing ~$55 billion of client capital in direct private equity and credit investment across a broad spectrum of industries. The Next Level Fund is a venture capital fund seeking to generate long‐term capital appreciation generally through privately negotiated venture capital investments in primarily early‐stage companies where there has been historical underinvestment of early‐stage capital. The Fund invests in early‐stage technology and technology‐enabled companies in the technology, consumer/retail, financial technology, healthcare and media/entertainment industries primarily located in the United States, and Canada, with annual recurring revenue of at least $1MM and a valuation of at least $10MM. The Analyst/Associate will be an integral member of the Investment Team for the Next Level Fund working with senior staff members in making and managing a portfolio of investments. Responsibilities include: Responsibilities Work with senior members of the Fund to conduct diligence on investment opportunities including investment selection, evaluation, due diligence, negotiation, closing, ongoing corporate governance, and potential exit of the portfolio companies Construct company financial forecasts and prepare detailed valuation analyses and presentations to the Investment Committee and monitor strategic developments relevant to the portfolio companies Manage industry/sector company analysis Execute other investment related tasks (tracking prospective deals, negotiating confidentiality agreements, etc.) Contribute to managing the day‐to‐day activities and interaction with portfolio companies, including: Building and maintaining relationships with founders, supporting various management, strategy and funding matters, as necessary and relevant Collaboration with other MS constituents and relevant groups from a mentor/assistance/introduction and potential vendor analysis perspective Establish and monitor KPIs, overseeing valuation analysis, company forecasting Build and maintain relationships with relevant entrepreneurial ecosystem members including Venture Capital firms, Angel Groups, Accelerators and Corporate Partners Assist with investor reporting Engage and provide support as necessary to the other initiatives on the team Qualifications The ideal candidate should have significant knowledge of both financial products and financial analysis including different valuation methodologies and should be capable of both leading and managing large, multidimensional projects. Required skills include: Exceptional analytical skills with a fundamental understanding of corporate finance and investment principles as well as financial products/securities Strong financial modeling skills Strong time management and organizational skills, with the ability to manage a significant workload and work well under pressure, in addition to a demonstrated ability to deliver to a range of audiences (both internal and external) with a range of differing priorities Exceptional writing, communication (both internal and external) and presentation delivery skills Extensive experience managing projects with minimal supervision, in addition to sound judgment and the ability to operate independently Proactive self‐starter and creative problem solver with a demonstrated interest and passion in the multicultural business sector, as well as in the investing and impact sectors Committed to delivering the highest quality work product; strong attention to detail Ability to effectively prioritize and handle multiple tasks Entrepreneurial spirit An understanding and passion for analyzing a business from an investor's perspective 1‐3 years of relevant experience in investment banking, corporate finance, equity research, strategic/corporate investments or venture capital; prior investing experience preferred 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. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 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 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).

Purpose of the role To participate in the day-to-day activities of the markets division providing insights and expertise that help senior colleagues make informed decisions, develop new products and services, and identify new market opportunities. Accountabilities Execution of small research projects, research to support strategic decision making, preparation of presentations and reports to communicate research findings, collaboration with senior management to implement research findings for the global markets division. Collaboration with cross-functional teams to support business initiatives. Participation in training and development programs to enhance skills and knowledge. Identification of opportunities, development of business cases, management of the deployment and launch of new products and services for the global markets division. Management of client relationships and provision of customer service support to clients and customers, under steadily decreasing supervision, responding to questions about products and services, processing of transactions. Management of the development and implementation of financial models and strategies that support in decision making in the global markets division. Training and mentoring of junior colleagues. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. Summer Internship Program Overview Join us as a summer intern and discover the world of finance and technology. Dive into our culture, engaging in real projects that offer a comprehensive business overview. Select your desired business area for an in-depth introduction, taking on immediate responsibility guided by a mentor and line manager. Forge connections, explore new horizons, and unlock growth opportunities in this 10 week journey. Join us during the summer of your penultimate year of university to build skills, expand knowledge, and embark on an impactful path towards a promising career. Why the Public Finance Summer Intern Program? At Barclays, we're dedicated to providing comprehensive investment banking and capital markets solutions to our public sector clients. Covering state and local governments, public authorities, health care systems, universities and other not-for-profit organizations, our Public Finance team helps clients with their complex financial needs. Do you have an interest in the public sector and a passion for the markets? Discover where these worlds intersect and join us as a summer analyst. As a summer analyst, you'll spend the summer with our Public Finance team, working with dedicated and experienced colleagues to find solutions for clients. You'll become a member of a specific group, working on real assignments and making a genuine impact on our business. You may: • Help prepare and execute live transactions • Draft marketing materials, from basic product pitches to extensive responses and proposal requests • Perform cash flow analyses to evaluate debt financing alternatives • Update credit models and debt profiles for covered sectors • Research and analyse market data to share insights with clients Markets at Barclays Markets is the financial barometer of world events at Barclays. So every day is different and it's a challenging, fascinating place to build a career. We help institutional investors to identify market opportunities, manage risk and generate returns for their portfolios. Our teams provide market insights, execution services and tailored risk management and financing solutions to our clients; we help them protect their capital and make the most of their assets. And, as one of the largest investment banks in the world, we offer a full range of products and services across every type of investment market. Who we're looking for To be considered for this program, you must be pursuing an undergraduate degree and have a target graduation date within one year of the conclusion of this internship. Ideally, you'll have a GPA of 3.2 or above. You'll have a keen interest in business and finance and a curiosity to learn. We value resourcefulness, teamwork, enthusiasm and an entrepreneurial spirt, all of which might be showcased through your involvement in extracurricular activities. Working in New York You will be working at our Americas Headquarters at 745 Seventh Avenue. This 32-story office tower is located in Times Square in the heart of Manhattan and features a cafeteria, fitness center and state-of-the-art LED signage on the facade of the building. Salary / Rate Minimum: $110,000 Salary / Rate Maximum: $110,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any another type of compensation or benefits that may be available. It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, protected veteran status, genetic information, or any other basis protected by law.

Alternative Investments Client Solutions-Fund Activity Analyst 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 ethic. 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. The role is within Wealth Management in the Alternative Investments Business supporting products such as hedge funds, digital assets, private equity, private credit and private real estate. Morgan Stanley has one of the largest alternative investments platforms in the industry and it is one of the fastest growing segments of the firm. The team is responsible for processing alternative investments fund activity in client accounts. This role will analyze and process fund activity information that is delivered to the firm from hundreds of third-party asset managers and fund administrators. This information provided by the funds is delivered in various formats and must be interpreted to ensure that is processed correctly in client accounts. Qualifications - External - Bachelor's Degree - Ideal candidate will have 0-2 years of relevant finance industry experience - Prior operational and/or alternative investments experience is a plus - Proficiency in Microsoft Office with a particular strength in Microsoft Excel is required - Ability to ensure process consistency and adherence to all procedural guidelines set forth for a process - Ability to take direction and work independently, as well as in a team environment - Firm understanding of the importance of accuracy in quality of work/downstream impacts - Excellent written and verbal communication skills - Efficient time management skills / ability to prioritize competing urgent tasks that team is involved with - High level of organizational skills and attention to detail WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $57,000 and $115,000 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).

Transaction Management Group - Analyst/Associate Company Profile 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 ethic. 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. Morgan Stanley is seeking a full-time front office/on-desk Transaction Manager to join its Structured Notes business that sits within the Institutional Equity Division, based in New York City. The candidate will act as a deal execution specialist, managing the front-to-back equity-linked Structured Note origination and distribution process and coordinating the interface across all internal and external counterparts. The candidate will preferably have prior legal or execution experience with Structured Notes and/or OTC Derivatives. The role will ideally leverage prior legal/execution experience to impact growth and business capabilities and create efficiencies in non-trading capacities. Primary Responsibilities Transaction Management - manage structured notes trade lifecycle (approvals, legal documentation, marketing materials, hedge documentation, settlement, lifecycle events) Central Trade Contact - key business partner accountable for collaboration across front office (treasury, sales, trading, structuring) and support functions (operations, controllers, legal, compliance, risk, tax, audit) to optimize, monitor and govern the business Collaborate on establishment and maintenance of business-related procedures/ policies and socialize best practices Streamline Business - streamline processes and create efficiencies (e.g document and optimize procedures, streamline approvals process, develop template documentation). Cost Reduction - lead cost reduction initiatives across the business Business Metrics / Trade Reporting - maintain and present business metrics / report trades on behalf of business Automation - initiate and oversee automation solutions to create business efficiencies Governance / Regulatory be a key member of related BU specific committees, playing a major role in governance, policy formation and formulation of firm positions/decision making in response to regulatory environment; present business / coordinating response to requests from various internal and external oversight entities New Products leverage product expertise and contacts to collaborate with traders/sales/structuring to develop new products and create customized solutions to meet specific client needs take lead on determining legal feasibility, non-market risk and cost analysis of new product implementation participate / manage new products approval process Skills required Knowledge of structured notes and OTC derivative products and programs highly preferred Strong communication skills and ability to work under pressure Ability to work on multiple transactions with excellent attention to detail Solid understanding of securities laws in the US A balance of legal and commercial skills 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. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 and $200,000 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).

Our New York City office is looking for an Investment Banking Associate to join the Global Industrials Group. The successful candidate 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: * 3-5 years of experience within the investment banking industry as an Analyst and Associate, or an MBA, with a proven track record working on executed deals across M&A and various industry sectors * Experience in the industrials industry is strongly preferred, but not required * Commercial instinct and ability to perform under pressure and tight deadlines * Comfortable reading and interpreting financial statements * Extraordinarily high level of motivation and commitment to working hard * Strong written and verbal communication skills * Bachelor's degree is required; an MBA, CA and/or CFA designation would be an asset * Series licensing or must obtain 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. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $150,000 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. 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).

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 ethic. 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 Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and Distribution. Professionals in the Division assess and actively manage risk, trade securities, and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets. Morgan Stanley aligns its municipal investment banking, underwriting, sales, trading, lending, and M&A advisory in one integrated organizational group under the umbrella of the Municipal Securities Division. Background on the Team Within Municipal Securities, the Public Finance Investment Banking group raises capital to fund projects for public sector entities and not-for-profit institutions in the United States. The group plans financial strategies and structures tax-exempt and taxable offerings along with derivative solutions to meet the needs of wide variety of important public organizations. Primary Responsibilities As an Associate in the Public Finance Investment Banking Department, you may: * Provide investment banking services to the largest and most notable issuers nationwide in the public sector, housing, not-for-profit healthcare, and tax-exempt structured finance groups * Prepare and execute live transactions, including crafting rating agency, investor roadshow, and sales memorandum materials * Prepare marketing materials, from product pitches based on market dynamics to extensive responses and proposal requests * Perform cash flow analyses to evaluate debt financing alternatives * Update credit models and conduct peer credit analysis * Monitor debt portfolios - identifying opportunities for refinancing or restructuring * Conduct debt capacity and affordability analysis * Research and analyze market data to share insights with clients * Field and respond to client inquiries, including travel for client meetings and conferences Qualifications/Skills/Requirements: * Experience in public finance banking or financial advisory services * You have an advanced knowledge of MS Excel (preferred), DBC (preferred) and familiarity with other common software including Word and PowerPoint * Strong work ethic, collaborative, ability to multi-task * Adaptable, versatile, and analytical * Bachelor's degree 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. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $150,000 and $200,000 per year commencement of employment for Associate. 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).

Purpose of the role Support the development, implementation and maintenance of AIML Policies and Standards, the AI inventory, oversight of AI Risk tiering, co-ordination of cross-functional AI risk assessments, supporting Generative AI proof-of-concepts, and governance. Accountabilities * Maintain and support the adoption of AIML Policies and Standards across the organisation * Develop and enhance the AIML operating model programme * Creation and maintenance of of the AIML system inventory * Co-ordination of comprehensive AI risk assessments and implementation of effective mitigation strategies * Support governance of AIML Risks including attendance at forums and working group * End-to-end support for Generative AI proof-of-concepts, from initial use case intake and review to final approval * Monitoring of AI systems tp ensure operation within effective guardrails and controls, collaborating with Legal and Compliance teams to ensure regulatory compliance * Develop and conduct training programmes to educate employees gobally on governance and ethical use of AI * Continuously enhance the bank's AI governance framework through engagement in AI technology and governance advances Analyst Expectations * To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. * Requires in-depth technical knowledge and experience in their assigned area of expertise * Thorough understanding of the underlying principles and concepts within the area of expertise * They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. * If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. * OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. * Will have an impact on the work of related teams within the area. * Partner with other functions and business areas. * Takes responsibility for end results of a team's operational processing and activities. * Escalate breaches of policies / procedure appropriately. * Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. * Advise and influence decision making within own area of expertise. * Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. * Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. * Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. * Make evaluative judgements based on the analysis of factual information, paying attention to detail. * Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. * Guide and persuade team members and communicate complex / sensitive information. * Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. Join us as an AI Risk Analyst and play a critical role in strengthening our enterprise AI governance and operating model. In this role, you will support the development, implementation, and oversight of AI policies, standards, and controls across Generative AI and Agentic AI use cases. You will partner with risk, legal, compliance, and technology teams to assess AI risks and ensure regulatory alignment. This position provides exposure to advanced AI technologies within a highly regulated financial services environment. It is an excellent opportunity to build expertise at the intersection of AI, risk management, and regulatory compliance. To be successful as AI Risk Analyst, you should have: * Experience in a financial, technical, or related field * Experience in enterprise-level AI/ML model governance and oversight * Exposure to Generative AI, large language models (LLMs), and NLP concepts * Ability to design, implement, and maintain AI governance frameworks and policies Highly valued skills: * Experience conducting AI risk assessments, conformance testing, and control effectiveness reviews * Knowledge of AI regulatory frameworks and standards (e.g., EU AI Act, NIST) * Analytical, investigative, and problem-solving skills in complex environments * Ability to produce clear, high-quality documentation and presentations for technical and non-technical stakeholders You may be assessed on key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills. This role is located in New York. Minimum Salary: $75,000 Maximum Salary: $100,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.

Purpose of the role Support the development, implementation and maintenance of AIML Policies and Standards, the AI inventory, oversight of AI Risk tiering, co-ordination of cross-functional AI risk assessments, supporting Generative AI proof-of-concepts, and governance. Accountabilities Maintain and support the adoption of AIML Policies and Standards across the organisation Develop and enhance the AIML operating model programme Creation and maintenance of of the AIML system inventory Co-ordination of comprehensive AI risk assessments and implementation of effective mitigation strategies Support governance of AIML Risks including attendance at forums and working group End-to-end support for Generative AI proof-of-concepts, from initial use case intake and review to final approval Monitoring of AI systems tp ensure operation within effective guardrails and controls, collaborating with Legal and Compliance teams to ensure regulatory compliance Develop and conduct training programmes to educate employees gobally on governance and ethical use of AI Continuously enhance the bank's AI governance framework through engagement in AI technology and governance advances Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. Join us as an AI Risk Analyst and play a critical role in strengthening our enterprise AI governance and operating model. In this role, you will support the development, implementation, and oversight of AI policies, standards, and controls across Generative AI and Agentic AI use cases. You will partner with risk, legal, compliance, and technology teams to assess AI risks and ensure regulatory alignment. This position provides exposure to advanced AI technologies within a highly regulated financial services environment. It is an excellent opportunity to build expertise at the intersection of AI, risk management, and regulatory compliance. To be successful as AI Risk Analyst, you should have: Experience in a financial, technical, or related field Experience in enterprise-level AI/ML model governance and oversight Exposure to Generative AI, large language models (LLMs), and NLP concepts Ability to design, implement, and maintain AI governance frameworks and policies Highly valued skills: Experience conducting AI risk assessments, conformance testing, and control effectiveness reviews Knowledge of AI regulatory frameworks and standards (e.g., EU AI Act, NIST) Analytical, investigative, and problem-solving skills in complex environments Ability to produce clear, high-quality documentation and presentations for technical and non-technical stakeholders You may be assessed on key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills. This role is located in New York. Minimum Salary: $75,000 Maximum Salary: $100,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.

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 ethic. 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. The Fixed Income Division is looking for an Analyst/Associate candidate in G10 Rates Desk Strategy (Sales & Trading). The team provides market insights, in-depth analyses on relevant themes and actionable trade ideas to clients and internal trading desks. The desk covers the entire spectrum of rates products from vanilla/exotic derivatives to cash, across DM rate markets. What will you be doing? Generate ideas and opportunities for new and existing clients in response to relevant market themes and dislocations Develop & maintain tools, quantitative metrics and signals for identifying trading opportunities Establish/maintain a strong connection with various sales and trading desks. Communicate opportunities to sales & clients, with a view to generate flows for the rates business Interact with various sales and trading desks to identify key flows and risks; work with these desks to efficiently recycle risk where possible Interact with partners in other fixed income divisions (fx, credit, commodities) to identify opportunities to collaborate and cross-sell What we're looking for: Strong analytical mindset, with ability to go in depth and provide differentiating analysis Knowledge of various interest rate products, including vanilla/exotic derivatives Keen interest in the financial markets, economics, market dynamics and have the desire to work in a fast-paced environment. Strong academic qualifications, ideally in Finance, Economics or STEM subjects Proficient in programming A commercial mindset and desire to collaborate and create strong partnerships with sales & trading and clients Skills that will help you in the role: Strong analytical skills along with a great attention to detail Programming skills, such as in Python and VBA An entrepreneurial mindset with a desire to grow the scope of the desk strategy team Excellent communication skills, both written and verbal 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. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 and $125,000 per year for Analyst and between $150,000 to $200,000 per year for Associate, 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).

Morgan Stanley is a worldwide leader in Investment Banking. We are one of the top firms in mergers & acquisitions (M&A), underwriting of equity and debt transactions. With professionals in over 30 countries, we are consistently recognized for our performance in traditional and innovative financing techniques, helping clients around the world to make decisions about their business strategy and financial structure. In the United States, we have opportunities in the following cities: New York, Houston, Menlo Park and San Francisco. We are further organized by industry and product groups including Consumer Retail, Corporate Separations, Financial Institutions, Financial Sponsors, Healthcare, Industrials, Latin America, Media & Communications, Mergers & Acquisitions, Power & Energy, Private Capital Advisory, Real Estate, Shareholder Activism, Technology, Transportation. When applying, you will be prompted to identify your preferred office location(s) and banking groups. Summer Analyst Training Program Summer Analysts experience the culture and atmosphere of Morgan Stanley by taking on responsibilities of a Full Time Analyst, working on a variety of corporate transactions, and making meaningful contributions to the delivery of projects. Summer Analysts will be involved in an immersive orientation program and learn about our culture as well as the benefits and responsibilities of being a member of the Firm. In addition, Summer Analysts participate in an intensive division-specific training program focused on developing a strong foundation in the basic skills of financial analysis, accounting, and valuation. Upon conclusion of training, Summer Analysts will have an opportunity to work on a wide range of transactions in their assigned group. Summer Analysts receive continued on-the-job training throughout the program and benefit from working alongside experienced professionals during their internship. Summer Analysts have many opportunities to exchange ideas and network with peers, mentors and senior managers through team-building sessions and other organized events. Responsibilities The roles and responsibilities of a Summer Analyst vary but may include: * Analyzing detailed corporate and financial information * Creating statistical exhibits that analyze comparative financial performance * Building models to illustrate projected financial results and value to companies * Developing marketing memoranda and delivering sections of research presentation * Participating in the execution of financings and M&A transactions * Acting as the liaison for the team and other parts of the Firm Qualifications, Skills & Requirements * Pursuing an undergraduate degree with a graduation date between December 2027 and June 2028 * Minimum 3.4 GPA * Possess basic knowledge of and a keen interest in finance * Analytical, adaptive, multi-tasker and team player * Strong work ethic and leadership skills * Strong oral and written communication skills Expected base pay rates for the role will be $52.89 per hour 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). Our Opportunities Office Locations: New York, Houston, Menlo Park, and San Francisco Industry Coverage Groups: Consumer Retail, Financial Institutions, Power & Energy, Healthcare, Industrials, Latin America, Media & Communications, Real Estate, Transportation, and Technology Product Groups: Corporate Separations, Mergers & Acquisitions, Financial Sponsors, Private Capital Advisory, Shareholder Activism Application Details * Applications are open from January 1, 2026 - February 15, 2026 and are reviewed on a rolling basis. Students are encouraged to apply as soon as they feel most prepared to do so. * You can select and rank up to three preferred office locations and up to three Investment Banking Division (IBD) groups. * The groups listed below are available for direct hire. If selected, you will interview directly with the group. * Financial Institutions Group * Latin America * Private Capital Advisory * Real Estate * Corporate Separations * Shareholder Activism * Houston - Power & Energy * Menlo Park - Technology * San Francisco - Financial Sponsors * San Francisco - Healthcare * San Francisco - Industrials * The groups listed below are included in the New York Generalist* program. * Consumer Retail * Financial Sponsors * Healthcare * Industrials * Media & Communications * M&A * Power & Energy * Technology * Transportation * If recruiting for The New York Generalist program, you would be eligible for a generalist offer. Group placement takes place during onboarding, prior to the start of the Summer Program, and features a structured process, complemented by educational and networking opportunities. Job Level Summer Analyst Program Summer Analyst

During this 10-week program, Summer Analysts are placed directly into an industry team in one of the following sectors: Consumer, Energy, Utilities, Financials, Healthcare, Industrials, Materials, Media, Telecommunication or Technology. The placements are made based on the needs of the department and the skill set of the candidate. The Summer Analyst Program begins with a training and development curriculum that covers the fundamental and professional skills you need for success in Equity Research. After a brief training period, Summer Analysts will be assigned to a specific industry group, building a foundation in the basic skills of fundamental analysis, accounting and valuation. There will be networking opportunities and ongoing training throughout the program. Role and Responsibilities * Build and update financial models on the companies and industry your team covers, incorporating key drivers, forecasts and scenario analysis as needed. * Collect, organize and analyze industry data to identify emerging trends and potential investment implications. * Assess relative stock valuations and discuss key findings and catalysts with your team. * Contribute to drafting and refinement of research reports, including company, thematic pieces and broader industry analyses. * Collaborate with partners across Sales & Trading and the wider Research division. Qualifications and Skills * You are pursuing an undergraduate bachelor's degree with a graduation date of December 2027 or Spring 2028. * Minimum 3.5 GPA. * You have a demonstrated interest in finance, with foundational knowledge about equity markets and a strong motivation to deepen that expertise. * You are analytical, intellectually curious, and detail-oriented, with the ability to interpret data and identify key insights. * You have a strong work ethic, with the ability to manage multiple priorities, meet deadlines and perform effectively under tight deadlines. * You possess outstanding communication skills, both written and verbal, with the ability to present complex ideas clearly. * You are a self-starter, who is proactive and accountable, and able to take ownership of tasks and follow through independently. Applications will be reviewed on a rolling basis, and we encourage you to apply as soon as you are ready. In order to be considered a complete application, students must submit an application and complete a HireVue (instructions emailed upon submission of application). Applications will close on Sunday, March 1. Expected base pay rates for the role will be $52.89 per hour 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). Job Level Summer Analyst Program Summer Analyst

During this 10-week program, Summer Analysts are placed directly into an industry team in one of the following sectors: Consumer, Energy, Utilities, Financials, Healthcare, Industrials, Materials, Media, Telecommunication or Technology. The placements are made based on the needs of the department and the skill set of the candidate. The Summer Analyst Program begins with a training and development curriculum that covers the fundamental and professional skills you need for success in Equity Research. After a brief training period, Summer Analysts will be assigned to a specific industry group, building a foundation in the basic skills of fundamental analysis, accounting and valuation. There will be networking opportunities and ongoing training throughout the program. Role and Responsibilities Build and update financial models on the companies and industry your team covers, incorporating key drivers, forecasts and scenario analysis as needed. Collect, organize and analyze industry data to identify emerging trends and potential investment implications. Assess relative stock valuations and discuss key findings and catalysts with your team. Contribute to drafting and refinement of research reports, including company, thematic pieces and broader industry analyses. Collaborate with partners across Sales & Trading and the wider Research division. Qualifications and Skills You are pursuing an undergraduate bachelor's degree with a graduation date of December 2027 or Spring 2028. Minimum 3.5 GPA. You have a demonstrated interest in finance, with foundational knowledge about equity markets and a strong motivation to deepen that expertise. You are analytical, intellectually curious, and detail-oriented, with the ability to interpret data and identify key insights. You have a strong work ethic, with the ability to manage multiple priorities, meet deadlines and perform effectively under tight deadlines. You possess outstanding communication skills, both written and verbal, with the ability to present complex ideas clearly. You are a self-starter, who is proactive and accountable, and able to take ownership of tasks and follow through independently. Applications will be reviewed on a rolling basis, and we encourage you to apply as soon as you are ready. In order to be considered a complete application, students must submit an application and complete a HireVue (instructions emailed upon submission of application). Applications will close on Sunday, March 1. Expected base pay rates for the role will be $52.89 per hour 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).

We're seeking someone to join our Finance Centralized Management team as a Business Analyst in Finance Change to lead the delivery of complex projects and implement solutions serving the Global Corporate Controllers Organization (GCC), which is responsible for the end to end delivery of financial and regulatory programs. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is a Director level position within the Portfolio & Change Management job family which manages strategic change management, process re-engineering, and establishment of control procedures for projects. Focus on milestone delivery across projects, manage risks and issues that impact program objectives, and facilitate communication across related projects and impacted stakeholders to keep programs on track. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: - Possess strong analytical and communication skills to support initiatives aimed at improving the quality, timeliness, and centralization of data, while also delivering capabilities to enhance financial and regulatory reporting processes. - Document current-state processes and define business requirements, including target-state process design. - Perform and leverage in-depth data analysis to define business requirements and ensure alignment with technology implementation. - Manage and participate in complex cross-functional projects from initiation through execution, ensuring alignment with strategic objectives and timely delivery. - Create user stories with acceptance criteria and strategize on UAT planning and test scenarios with all stakeholders - IT, users, and project - Possess advanced analytical and problem-solving skills with ability to grasp complexities and make sound decisions under pressure and resolve issues efficiently. - Develop a strong understanding of financial products and existing reporting frameworks. - Collaborate with key stakeholders, Technology and Change team to design solutions, prioritize and resolve issues. - Support the testing phase, including defining the testing approach, creating test plans and cases, and tracking testing metrics with all stakeholders. - Advance data governance objectives within the Finance division by updating the data dictionary, data quality controls, and supporting feed governance and data lineage tracking. - Ensure a seamless transition from project execution to business-as-usual (BAU) operations What you'll bring to the role: - Over 4 years of experience as a Business Analyst, delivering insights and driving process improvements across cross-functional teams. - Excellent written and verbal communication skills; adept at engaging stakeholders at all organizational levels. - Highly organized with strong attention to detail and a process-oriented mindset. - Proactive self-starter with effective time management skills and a collaborative team approach. - Strong analytical and problem-solving capabilities, with experience in data quality assessments, root cause analysis, and data reconciliation. - Familiar with process design and strategic thinking to support business transformation initiatives. - Strong proficiency in Microsoft Visio and Excel and experience with tools such as Rally, JIRA, Alteryx and Power BI is desirable. - Exposure to financial instruments including Fixed Income, Equities, and Derivatives is a plus - Knowledge of financial statements and regulatory reporting frameworks is an added advantage. What you can expect from Morgan Stanley: We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $90,000 and $155,000 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).

Morgan Stanley is a global financial services firm that helps individuals, families, institutions and governments raise, manage and distribute the capital they need to achieve their goals. Morgan Stanley conducts its business through three principal business segments - Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services. 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 doing the right thing, putting clients first, leading with exceptional ideas, committing to diversity and inclusion and giving back. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve, and grow. In this role, the Analyst will support the U.S. Banks Privacy Risk Program by driving compliance with the Firm's Privacy Risk Policy and Procedures. The Analyst will be responsible for managing and reviewing U.S. Banks processes to promote compliance with privacy standards and regulatory requirements. This role involves identifying potential privacy concerns in client complaints, reviewing requests for U.S. Banks client and product data, as well as conducting testing of incident management impacts, and initiating appropriate actions to mitigate risks. The position requires strong analytical skills, attention to detail, and the ability to work with large volumes of data efficiently. Key Responsibilities Complaints Review and Analysis Conduct monthly reviews of a high volume of complaints to identify privacy-related issues, including breaches and access requests. Analyze complaint trends and escalate findings to relevant stakeholders for remediation. Ensure timely and accurate documentation of all reviews and actions taken. Data Sharing Requests Manage the pipeline of requests, providing requestors with forms and information as needed. Maintain the system of record for requests and approvals. Host an internal working group to present requests and relevant risk factors. Incident Management Testing Test closed cases to promote accuracy and data hygiene by the primary reviewers Review casefiles and attachments for data elements related to client account information. Reporting and Compliance Prepare and maintain detailed records of volumes and outcomes for complaints and data sharing requests. Support compliance audits and provide data-driven insight Collaboration Communicate effectively with internal stakeholders to ensure prompt resolution of escalated matters. Work closely with privacy, compliance, and risk management teams to address identified issues. Required Skills and Qualifications BA/BS Degree Analytical Expertise: Ability to review and interpret large datasets to identify patterns and risks. Attention to Detail: Strong focus on accuracy and thoroughness in identifying privacy concerns. Regulatory Knowledge: Understanding of privacy regulations and data protection standards. Technical Proficiency: Comfortable working with complaint management systems and reporting tools. Problem-Solving: Ability to take initiative and recommend solutions for identified issues. Communication Skills: Clear and professional communication for reporting and stakeholder engagement. Time Management: Ability to manage high-volume workloads within strict timelines. Exceptional Qualifications Experience in privacy compliance, or risk analysis. Background in financial services or regulated industries. 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. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $57,000 and $115,000 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).

Morgan Stanley is a global financial services leader with three core businesses: Wealth Management, Investment Management and Institutional Securities. The Wealth Management Division comprises one of the world's largest networks of Financial Advisors with offices across the United States. Morgan Stanley acquired ETRADE in 2020 to position itself as the industry leader in Wealth Management across all channels and segments, and significantly increases the scale and breadth of the Wealth Management franchise. The position will be responsible for assisting the financial and portfolio performance team in managing and analyzing the loan and investment portfolio. Enter loan and investment trades into Firm systems and mark positions as needed Coordinate with Operations Department on client account setup and AML Support transaction officers with due diligence, financial analysis, maintain project files, and transaction closings Work with Technology and other groups within the Firm to assist in automation of reporting Assist with regular loan and investment portfolio and impact reporting Collaborate with management on regulatory exams, internal compliance reviews and other audit related requests Maintain policy and procedure documentation Provide analytic, operating and administrative support to transaction officers, with a focus on affordable housing construction lending products Skills Required: Strong Microsoft Office Skills including Excel and PowerPoint Detail-oriented with strong analytical skills Comfortable handling large datasets using databases Comprehensive and logical Team Player with strong communication skills Prior experience in Tableu reporting preferred Experience: 2 years of relevant work experience, preferably at a regulated bank, Community Development Financial Intermediary, or other similar institution. B.A. or B.S. in Business, Finance, Economics, Accounting or other business-related field is preferred. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. New York Expected base pay rates for the role will be between $58,000 and $115,000 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).

Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) teams on a daily basis. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) teams with the use of firm-approved financial planning systems and engaging with clients. DUTIES and RESPONSIBILITIES: * Cultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialists * Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience * • In conjunction with the FA/PWA/team, participate in existing client and/or prospective client meetings to review financial plans, representing the service lens * Utilize the Firm's financial planning tools and work with FAs/PWAs/teams to enhance client relationships and generate financial plans * Help build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business * At the request of FA/PWA/team, participating in existing client and/or prospective client meetings to review financial plans, representing the service lens * Providing guidance and support to peers within the market, assisting with financial planning support in an administrative capacity (e.g., tool usage) as needed * Remaining current on all policies, procedures and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management - particularly those relating to financial planning EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * 5+ years of work experience in a field relevant to the position required * 4-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * Complete and maintain internal Financial Planning Specialist designation requirements * Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation Knowledge/Skills * Knowledge of financial planning * Excellent listening skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Technically proficient and quick learner of new and updated platforms * Detail oriented with superior organizational skills and ability to prioritize * Expert knowledge of basic personal computer, MS Office and internet applications * Exceptional writing, interpersonal and client service skills • Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment • Adaptable and ability to multi-task * Goal oriented, self-motivated and results driven Reports to * Business Service Officer 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. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $68,000 - $120,000 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).