FID, Securitized Products Group, CLO Syndicate, Associate/VP
New York, NY jobs
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 comprised of Commodities, Interest Rate and Currency Products, Credit Products and Distribution. Professionals in the Division assess and actively manages risk, trade securities, and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets.
Position Description:
The CLO Syndicate Associate/VP will play a key role in the execution, pricing, and distribution of US Collateralized Loan Obligation (CLO) transactions. This professional will coordinate with structuring, banking, sales, and trading teams to originate, manage deal logistics, investor communication, and execution of new issue CLOs across broadly syndicated and middle market platforms.
Key Responsibilities:
* Lead the day-to-day execution process for CLO new issues and resets/refis, including timeline management, bookbuilding, and order allocation
* Coordinate with CLO structuring, legal, and operations teams to ensure seamless transaction execution
* Interface with investors and internal sales teams to communicate deal terms, respond to inquiries, and provide marketing materials
* Maintain and update syndication books and order management systems
* Analyze investor demand, pricing dynamics, and market color to support optimal tranche pricing and structure
* Support the development of syndication strategies and distribution plans tailored to each transaction
* Monitor primary CLO market conditions and contribute to internal and external market commentary
* Work with the team to ensure compliance with regulatory requirements and internal risk protocols
Qualifications:
* 3-6 years of experience in CLOs, leveraged finance, or structured credit, preferably in a syndicate, banking, or sales capacity
* Strong understanding of CLO structures, issuer and investor base, and documentation
* Proven ability to manage complex transactions and coordinate across multiple stakeholders under tight deadlines
* Excellent analytical, organizational, and communication skills
* Series 7, 63, 79 Required
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 at the commencement of employment for Associate, and between $225,000 and $250,000 per year at the commencement of employment for Vice President. 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).
Auto-ApplyResearch - LatAm Strategy Associate/VP
New York, NY 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 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:
Morgan Stanley Investment Research is one of the financial industry's dominant thought leaders in equity and fixed-income investing. Our analysts, economists, and strategists have earned this reputation through timely, in-depth analysis of companies, industries, markets, and the world's economies. Our teams collaborate to assist Morgan Stanley clients with investment decisions, using cash and derivative instruments across major asset classes and geographies.
Role
The LatAm Strategy team is seeking an equity strategist to join the team in New York to focus on LatAm equity markets. The Associate/VP would be part of the EM/LatAm Strategy tram and work closely with LatAm equity analysts, FX and Fixed Income teams. The Associate/VP will be able to take part in all aspects of the research production - from idea generation, data analysis, report writing and then promoting to clients. The role will also involve maintenance and development of the various analytical tools and models produced by the team for clients. The analyst can expect to learn from and work with senior members of the team on specific projects, the results of which are published and sent out to clients.
Qualifications - External
Skills
* You have a strong academic background with a degree in a business related field, or equivalent
* A strong interest in global macro and LatAm is a critical pre-requisite for the role
* Previous work experience in equity markets or macro would be a material advantage
* Ability to work collaboratively as a team player and interact effectively with other research teams across the firm
* Excellent written and verbal communication skills.
* Statistical and quantitative skills with a background in Microsoft Excel or any statistical package.
* Ability to demonstrate competence with numerical concepts and tools
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 for Associate, and between $175,000 and $250,000 per year for VP, 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).
Auto-ApplyFID, SPG, Non-Agency Desk Strategist - Associate/VP
New York, NY jobs
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.
Role Overview:
The Securitized Products Group (SPG) is seeking a highly talented and motivated trading desk strategist. The successful candidate will develop novel trading tools and analytics in a fast paced, real-time trading environment. They will be expected to demonstrate a thorough and detailed approach to quantitative modeling and software development, with the ability to proactively identify appropriate user and business solutions. They should also have a proven track record of working as part of a team to deliver software solutions to meet customer needs.
The candidate does not need to have prior knowledge of Fixed Income products but should demonstrate a desire and aptitude to learn the asset class. There are multiple opportunities available across the residential complex (RMBS, CRT, Whole Loans), the commercial complex (CMBS), and the leveraged loan complex (CLO, Corp Leveraged Loans).
Skills Required:
* Bachelor's Degree in economics, finance, IEOR, statistics or related discipline
* Experienced idea generator, able to pitch ideas internally and externally
* Strong quantitative skills and programming ability
* Impeccable verbal and written communication skills
* Good knowledge of design patterns with excellent problem-solving skills
* Strong self-motivation
Skills Desired:
* MFE or other master's degree in a related discipline
* Proficiency in Python and/or an object-oriented programming language (e.g. Java, C++)
* Front-end development skills, including Angular/ React, Javascript, HTML5, and CSS
* Experience with SQL, in any of the RDBMS databases
* Proven track record in model development and the use of machine learning techniques
Nice to Have:
* Experience structuring or analyzing deal documentation
* Working knowledge of regulatory models including on capital and stress testing
* Working knowledge of Q/KDB
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 at the commencement of employment for an Associate, and between $225,000 and $250,000 per year at the commencement of employment for Vice President. 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).
Auto-ApplyEquity Research Associate/VP - Asset Managers, Brokers and Exchanges
New York jobs
Morgan Stanley Investment Research is uniquely committed to being an essential part of our clients' investment process. We strive to be the sell-side research provider that best understands the buy side. Through relevant and timely conversations with leading investors, we focus resources on risk-reward essentials: identifying the investor debates, assessing the potential outcomes, and uncovering the evidence our clients need to validate their investment decisions. Our equity analysts cover some 3,000 stocks; our economists, strategists and fixed income analysts cover all major regions and other asset classes around the globe.
Equity Research
The Equity Research department is responsible for researching macroeconomic and microeconomic conditions, along with company fundamentals. It also collects and analyses financial information to make investment recommendations on stocks in specific sectors. Research analysts build financial models to explore alternative scenarios, examine industries and communicate with companies and investors. Equity Research team members discuss their analysis and investment recommendations in research notes. A career in investment research at Morgan Stanley demands a commitment to excellence and a passion for the markets as well as the highest level of integrity.
The Brokers, Asset Managers & Exchanges team within Equity Research is looking for a strong Associate or VP-level team member to join. The role involves building and maintaining models, as well as writing company-specific and broader industry research notes based on proprietary analysis and research. The team is looking for hard-working, analytical candidates, with a passion for Equity Research. The role resides in our New York office.
Primary Responsibilities
Creation and maintenance of earnings, valuation and industry models leveraging skills in accounting, finance and economics
Assist in writing research reports for initiations of coverage, analysis of data, earnings results, and industry news.
Interest in and ability to leverage all available resources to create differentiated content for writing research reports (company-specific or industry)
Interact with institutional investors, responding to requests for models, reports and data analysis.
Keep abreast of industry-related news flow. Analyze implications of news/industry developments to companies under coverage.
Develop and maintain relationships with investor relations personnel and management of companies under coverage
Conduct industry diligence and primary research through surveys, expert conference calls, and various channel checks to evaluate industry trends.
Assist internal sales and trading teams in the timely analysis of breaking news in the sector
Qualifications - External
The ideal candidate will have 3 to 5 years of experience in a Financial Services Capacity- Investment Banking, Capital Markets, Research, Consulting, Finance, Accounting preferred.
Outstanding financial modeling and analytical skills, writing, client communications, and presentation delivery
Experience utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required.
Candidates are expected to be adaptable and have the ability to work well under pressure.
Ability to multitask and reprioritize a must
Strong attention to detail is a must
High energy, self-motivated, creative, curious, organized and strong focus on teamwork
Strong experience in accounting is a plus
CFA is a plus
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 for Associate, and between $225,000 and $250,000 per year for VP, 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).
Auto-ApplyAlternatives Investment Product - Product Development - Senior Associate / Vice President
New York, NY jobs
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.7 trillion in assets under management or supervision as of June 30, 2025. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
The Product Development team is part of MSIM and manages portfolios of private credit, private equity, private real estate, private infrastructure, hedge fund strategies, multi-asset alternative investments and custom accounts on behalf of institutional and high net worth clients.
The MSIM Alternatives Product Development team is responsible for overseeing all aspects of fund launches for private equity, private credit, real estate, infrastructure and hedge funds. The team partners with portfolio manager during the creation, design, and execution phases of these fund launches. The team leads initiatives with the sales and distribution team on competitor analysis The team also equips the Sales and Distribution Teams with current market updates, competitor analysis and trends in efforts to develop and maintain the product development pipeline.
This Product Development position will assist in the development and enhancement of alternatives investment products and services. The Analyst will work closely with senior team members and cross-functional groups to help drive innovative solutions and support the successful launch and management of alternatives products.
Key Responsibilities:
Work with investment team to understand strategy and opportunity
Advise investment teams on appropriate fund structures and terms based on the investment strategy, target client base and competitive intelligence.
Collect competitive intelligence- fundraising, fees and other terms as available from databases, Sales and MSWM as appropriate
Conduct market research to gather insights on trends, customer needs, and competitive activities
Analyze competitor research data to identify opportunities for new products or improvements to existing offerings
Contribute to product development process through product design and launch activities including accessing sales demand, determine optimal fund structures and fund terms, preparing product approval materials and reviewing fund legal documents
Establish working group including investment team, sales and all support functions (e.g., Operations, Tax, Marketing, Legal and Compliance, Risk, Finance, Client Services, Technology) and manage periodic working group meetings to ensure smooth product development and adherence to product launch timelines
Assist in tracking product performance and preparing reports on key metrics and findings
Determining fund terms in conjunction with the investment team, sales and MSWM as appropriate, and as informed by competitor data.
Utilize data analysis tools for decision-making and product enhancements
Assist MS Wealth Management (MSWM) on their investment and operational due diligence process, including coordination of meetings with investment team and other team members, providing all requested information, responding to questions, and participating in MSWM's approval meetings as requested.
Provide support in organizing meetings, presentations, and special projects as needed
Qualifications:
Bachelor's degree in Business Administration, Finance, Economics, or a related field
5-9 years of experience in product development, product strategy, financial analysis, or a related role within the banking or financial services industry
Strong analytical, problem solving, organizational and project management skills
Proven interpersonal and communication skills, both verbal and written
Understanding of regulatory requirements and industry standards is a plus
Skilled in Microsoft Office Suite (Excel, PowerPoint, Word). Experience with data analysis tools is a plus
Prior alternatives 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 $125,000 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).
Auto-ApplyGlobal Capital Markets - Balance Sheet Solutions (FICM) Associate/VP
New York, NY jobs
Morgan Stanley's Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions.
When clients need capital, Global Capital Markets (GCM) responds with market judgments and ingenuity. Whether executing an IPO, a debt offering or a leveraged buyout, GCM integrates Morgan Stanley's expertise in Sales and Trading and Investment Banking, offering clients seamless advice and sophisticated solutions. GCM originates, structures and executes public and private placement of equities, investment-grade and noninvestment-grade debt and related products. The group provides fresh ideas and broad distribution to help clients get the most out of each stage of a transaction, and continually develops capital markets solutions to enable clients to mitigate strategic, operational, credit and market risks. Balance Sheet Solutions is a product agnostic team within our GCM division, working with financial institution clients to optimize their balance sheet across profitability, capital, interest rate risk, funding & liquidity.
Key Responsibilities:
* Coordinate with Investment Banking team to identify opportunities for balance sheet optimization, both in M&A context but also in regular way dialogue
* Design tailored solutions for our clients based on the modeling and analytics conducted including compelling business development and client materials
* Run detailed, client-specific, analysis for clients
* Present model results and analysis to clients in a compelling and concise manner to inform their decision making with respect to a transaction
* Develop a knowledge base across a number of product verticals across the balance sheet
* Coordinate with internal business units to source new business opportunities, manage active transaction pipeline
Qualifications:
* You have an ability to manage multiple projects, provide complicated financial analysis, and develop appropriate corporate finance solutions.
* Experience in Investment Banking, Capital Markets, and/or Corporate Finance
* Extraordinarily high level of motivation and commitment to working hard
* Extraordinarily high level of focus on work quality and attention to detail
* Strong written and verbal communication skills
* Commercial instinct and ability to perform under pressure and tight deadlines
* Interest in developing a career in Global Capital Markets
* 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 for Associate, and $275,000 per year for VP, 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).
Auto-ApplyAlternatives Investment Product - Product Development - Senior Associate / Vice President
New York, NY jobs
Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.7 trillion in assets under management or supervision as of June 30, 2025. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
The Product Development team is part of MSIM and manages portfolios of private credit, private equity, private real estate, private infrastructure, hedge fund strategies, multi-asset alternative investments and custom accounts on behalf of institutional and high net worth clients.
The MSIM Alternatives Product Development team is responsible for overseeing all aspects of fund launches for private equity, private credit, real estate, infrastructure and hedge funds. The team partners with portfolio manager during the creation, design, and execution phases of these fund launches. The team leads initiatives with the sales and distribution team on competitor analysis The team also equips the Sales and Distribution Teams with current market updates, competitor analysis and trends in efforts to develop and maintain the product development pipeline.
This Product Development position will assist in the development and enhancement of alternatives investment products and services. The Analyst will work closely with senior team members and cross-functional groups to help drive innovative solutions and support the successful launch and management of alternatives products.
Key Responsibilities:
* Work with investment team to understand strategy and opportunity
* Advise investment teams on appropriate fund structures and terms based on the investment strategy, target client base and competitive intelligence.
* Collect competitive intelligence- fundraising, fees and other terms as available from databases, Sales and MSWM as appropriate
* Conduct market research to gather insights on trends, customer needs, and competitive activities
* Analyze competitor research data to identify opportunities for new products or improvements to existing offerings
* Contribute to product development process through product design and launch activities including accessing sales demand, determine optimal fund structures and fund terms, preparing product approval materials and reviewing fund legal documents
* Establish working group including investment team, sales and all support functions (e.g., Operations, Tax, Marketing, Legal and Compliance, Risk, Finance, Client Services, Technology) and manage periodic working group meetings to ensure smooth product development and adherence to product launch timelines
* Assist in tracking product performance and preparing reports on key metrics and findings
* Determining fund terms in conjunction with the investment team, sales and MSWM as appropriate, and as informed by competitor data.
* Utilize data analysis tools for decision-making and product enhancements
* Assist MS Wealth Management (MSWM) on their investment and operational due diligence process, including coordination of meetings with investment team and other team members, providing all requested information, responding to questions, and participating in MSWM's approval meetings as requested.
* Provide support in organizing meetings, presentations, and special projects as needed
Qualifications:
* Bachelor's degree in Business Administration, Finance, Economics, or a related field
* 5-9 years of experience in product development, product strategy, financial analysis, or a related role within the banking or financial services industry
* Strong analytical, problem solving, organizational and project management skills
* Proven interpersonal and communication skills, both verbal and written
* Understanding of regulatory requirements and industry standards is a plus
* Skilled in Microsoft Office Suite (Excel, PowerPoint, Word). Experience with data analysis tools is a plus
* Prior alternatives 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 $125,000 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).
Auto-ApplyMSPC- Direct Lending- Associate/ VP
New York, NY jobs
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 $1.4Tn of AUM with professionals located across 24 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.
Morgan Stanley Private Credit ("MSPC") is the corporate credit-investing business within the Private Credit & Equity segment of Morgan Stanley Investment Management. MSPC manages investments on behalf of third-party institutional and high net worth investors across a number of funds. MSPC has pockets of capital focused on investing in privately negotiated senior secured debt, junior debt and mezzanine debt investments to middle market corporate issuers as well as select secondary market credit investment opportunities. MSPC is looking for an associate to support the portfolio management and investment efforts of the credit investing platform.
Position Description:
As a member of the Private Credit Portfolio Management team, the position will play an integral role supporting the team on various funds across the platform. The team is the central point of oversight and contact with a focus on analytical activities and risk management. The team liaises with the organization's investment teams, as well as the finance team, investor relations, internal legal, tax, risk, compliance and control functions. The role will also support strategic business initiatives and fundraising efforts.
Primary Responsibilities:
Portfolio Management:
* Prepare/coordinate quarterly portfolio review process
* Review/analyze quarterly portfolio review materials
* Review/analyze portfolio level and portfolio company level statistics and trends
* Prepare/coordinate materials for quarterly and ad-hoc fund-level portfolio updates
* Review/analyze underperforming portfolio company statistics and trends, including risk rating assessment and watch list preparation and maintenance
* Participate in regular meetings regarding underperforming portfolio accounts and prepare related materials
* Facilitate and coordinate materials for ad-hoc internal/external requests and projects
* Review/analyze and track amendment activity across the portfolio
Valuation:
* Coordinate with finance team on internal valuation process
Investor due diligence and reporting:
* Coordinate with internal teams on ad hoc investor information requests as part of fundraising efforts and investor updates
Qualifications - External
* BA/BS required
* Strong analytical and financial skills, credit/investing background a plus
* 3+ years of finance experience
* Experience in a credit and/or portfolio management type position is preferred
* Strong working knowledge of cash flow modeling, credit analysis and credit documentation
* Strong communication and presentation skills
* Strong capabilities in Excel and PowerPoint
* Ability to work within a team and under tight deadlines
* High commitment and strong work ethic
* Committed to delivering the highest quality work product; strong attention to detail
* Proactive; self-motivated and goal oriented
* Ability to effectively prioritize and handle multiple tasks
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between $115,000 and $130,000 per year for Associate level and between$125,000 and $140,000 at the Sr. Associate level and between $150,000 and 170,000 Vice President level 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).
Auto-ApplyFID, Credit Corporates COO - Associate / VP
New York, NY jobs
Morgan Stanley
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, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Credit Corporates COO Team
The Fixed Income Division (“FID”) is comprised of Interest Rate and Currency Products, Credit Products, Securitized Products, Commodities and Municipal Securities. 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's Credit Corporates business is a market leader across the complex Credit landscape, providing top of the line solutions to our diverse client base across flow trading, structured credit, and financing business lines.
The Credit COO Team is responsible for strategy and development across the business and work closely with the Global COO Team, Credit Management and colleagues across support functions. The team is looking for an associate or VP to support the broader Credit COO Team. The role requires a detail-oriented professional with a keen interest in strategy and financial markets.
Key Responsibilities - COO Associate / VP
Business Strategy and Coverage: Support Credit Management and COO Team with business planning. Drive strategy and priority initiatives across Trading, Financing & New Issue. Projects include but are not limited to new product development, revenue planning, capital analysis, and risk management reporting. Requires the ability to think creatively and strategically in a dynamic, fast paced work environment.
Coordination and Partnership: Maintain and strengthen relationships with internal business partners across Finance, Operations, Risk Management and other support functions. Collaborate with key stakeholders to successfully execute on key business initiatives. Requires the ability to synthesize ideas and effectively communicate messaging.
Data and Analysis: Perform analysis of large data sets and synthesize into digestible presentations to aid Senior Management's strategic decision making across Credit. Leverage MS network, internal relationships, and technology to gather quality-controlled data.
Qualifications
Undergraduate degree or higher
Analysts: Candidate preferred to have at least one internship in a Finance-related field. Interest in Fixed Income / financial markets required
Associates: Candidate preferred to have 2+ years of work experience in Fixed Income, Investment Banking, or Strategy
Proficiency in MS Office products (Excel, Word, PowerPoint) and strong quantitative, analytical, and modelling skills
Solutions-oriented mind-set with strong written / oral communication skills
Strong organizational / time management skills with an attention to detail
Ability to collaborate within a team environment
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 at the commencement of employment for Associate, and between $225,000 and $250,000 per year at the commencement of employment for Vice President. 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).
Auto-ApplyFID, Credit Corporates COO - Associate / VP
New York, NY jobs
Morgan Stanley 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, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Credit Corporates COO Team
The Fixed Income Division ("FID") is comprised of Interest Rate and Currency Products, Credit Products, Securitized Products, Commodities and Municipal Securities. 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's Credit Corporates business is a market leader across the complex Credit landscape, providing top of the line solutions to our diverse client base across flow trading, structured credit, and financing business lines.
The Credit COO Team is responsible for strategy and development across the business and work closely with the Global COO Team, Credit Management and colleagues across support functions. The team is looking for an associate or VP to support the broader Credit COO Team. The role requires a detail-oriented professional with a keen interest in strategy and financial markets.
Key Responsibilities - COO Associate / VP
* Business Strategy and Coverage: Support Credit Management and COO Team with business planning. Drive strategy and priority initiatives across Trading, Financing & New Issue. Projects include but are not limited to new product development, revenue planning, capital analysis, and risk management reporting. Requires the ability to think creatively and strategically in a dynamic, fast paced work environment.
* Coordination and Partnership: Maintain and strengthen relationships with internal business partners across Finance, Operations, Risk Management and other support functions. Collaborate with key stakeholders to successfully execute on key business initiatives. Requires the ability to synthesize ideas and effectively communicate messaging.
* Data and Analysis: Perform analysis of large data sets and synthesize into digestible presentations to aid Senior Management's strategic decision making across Credit. Leverage MS network, internal relationships, and technology to gather quality-controlled data.
Qualifications
* Undergraduate degree or higher
* Analysts: Candidate preferred to have at least one internship in a Finance-related field. Interest in Fixed Income / financial markets required
* Associates: Candidate preferred to have 2+ years of work experience in Fixed Income, Investment Banking, or Strategy
* Proficiency in MS Office products (Excel, Word, PowerPoint) and strong quantitative, analytical, and modelling skills
* Solutions-oriented mind-set with strong written / oral communication skills
* Strong organizational / time management skills with an attention to detail
* Ability to collaborate within a team environment
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 at the commencement of employment for Associate, and between $225,000 and $250,000 per year at the commencement of employment for Vice President. 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).
Auto-ApplyRisk COO (Risk Management) : Job Level - Associate
New York, NY jobs
Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks.
Background on the Position
The role will reside within the Firm Risk Management's Risk Analysis and Reporting function which is a team dedicated to provides a diverse range of responsibilities related to performing detailed risk analysis, creating comprehensive risk reporting, and designing and implementing strategic reporting solutions. The individual will be part of global Risk Analysis and Reporting team and will cover report design and development; handle risk data analysis, visualization, and automation; communicate analysis results to senior managements and regulators on a regular basis. To be successful, candidates will need to have a strong desire to learn, and the ability to work independently on a multidisciplinary, multi-regional team.
Primary Responsibilities
* Develop, implement and maintain market risk reports covering fixed income, commodity and equity trading activities for senior management and risk managers
* Collaborate with desk risk management to analyze exposure drivers and prepare supporting information to back conclusions
* Perform trend and variance analysis on risk sensitivities, exposures and VAR
* Manage ad-hoc requests from senior management to ensure timely and accurate responses
* Evaluate existing reporting processes to identify potential areas for improvement and work with other groups within the firm on cross-functional projects Experience
* Bachelors / Master's Degree in finance, or engineering
* 2-5 years of work experience in risk/financial reporting, risk data analysis and process management
* Expertise in Database Management, data extraction and manipulation (SQL), data visualization tools (Power BI), reporting process automation (VBA or Python), proficiency in Microsoft applications (Excel and PowerPoint) is a must
* Excellent organizational and communication skills with the ability to work independently and under pressure
* Strong analytical and problem-solving skills
* Ability to effectively communicate with a wide range of stakeholders, both written and verbally
* Preferred Knowledge of financial products and financial risk management through industry experience
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 $100,000 and $140,000 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).
Auto-ApplyWM Client Segment Risk COO Office & Strategic Initiatives - Assistant Vice President
New York jobs
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 Client Segments Risk (CSR) COO team supports ongoing operations of the 700 person Client Segment Risk team, which includes Risk Officers, Business Control Units, and Conduct & Governance functions across all client segments. The unit is a first line of defense risk function responsible for execution of controls. This team partners with business stakeholders, second and third lines of defense to execute controls and assess and report on sales practice and operational risks and implement control processes and procedures.
Responsibilities for this role will be:
Support COO team with organization's ongoing operations:
Headcount Forecasting
Communications Strategy
Event Planning & Meeting Management
Real Estate Planning
Reporting
Lead Strategic Projects
Talent Initiatives
Technology Projects
Artificial Intelligence Use Cases
Operating Model Enhancements
Strategic Reporting
Ad hoc requests
To be successful in this role, the candidate will need to:
Quickly develop a working knowledge of all Client Segment business lines
Collaborate and build effective working relationships with employees across the organization
Build effective partnerships with colleagues in WM Risk and Client Segment businesses
Manage projects as needed and assigned; deliverables are often related to ad-hoc and unanticipated requests, so a successful candidate must be able to work in an environment with evolving priorities, making sound decisions about prioritization and communicating immediately where there are real risks to on-time delivery
Work closely with Business, Technology and Operations related to incidents and projects
Partner with second and third-line control functions (Legal, Compliance, Audit, and Risk) on an ongoing basis
Qualifications:
At least 5 years of experience within Financial Services, with involvement in Risk or Wealth Management experience required
Prior experience standing up successful new processes and functions would be valuable
Strong leadership, and project management skills and ability to manage many competing priorities
Strong organization skills with the ability to multitask and prioritize; ability to work under pressure and to tight deadlines
Strong analytical and problem solving skills (critical thinking ability)
Excellent written, verbal, and presentation communications skills
Detail-oriented and accurate
Ability to work in a team environment, build and maintain a network of contacts and coordinate with a large number of stakeholders
Extremely Proficient in Excel and PowerPoint
Bachelor's Degree required
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 and $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).
Auto-ApplyDeposits & Cash Management COO Team Associate
New York, NY jobs
Morgan Stanley is a global financial services leader with three core businesses - Institutional Securities, Asset Management, and Global Wealth Management. Wealth Management is offered by Morgan Stanley Smith Barney (MSSB), which has one of the world's largest networks of Financial Advisors. Morgan Stanley continues to expand its suite of world-class banking and lending products exclusively for Financial Advisors and their clients. In addition to our comprehensive financial services, which include brokerage, investment advisory, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley has invested in and enhanced its lending, mortgage, trust and cash management capabilities.
The U.S. Banks continue to play a key role in executing the Global Wealth Management strategy. There is continued emphasis on growth in the core product offerings. Morgan Stanley continues to make considerable investments in this business in terms of strategic platform, and personnel. The recent integration of E*TRADE's Banking Products provides an enormous opportunity for growth as it expands our product offerings, particularly in the Cash Management & Deposits space.
The Role:
Join our dynamic COO team supporting the Deposits & Cash Management business. We are seeking a highly motivated self-starter to be an Associate within the Deposits and Cash Management COO team to help manage the growing business. This role will report directly to the COO of Deposits and Cash Management and offers a unique opportunity to drive strategic initiatives, enhance operational efficiency, and collaborate across functions in a fast-paced environment. This AVP will be responsible for delivering on initiatives related to business strategy, talent development, budget and expense oversight, administration and project management. The role offers a unique opportunity to work with internal stakeholders across the U.S. Banks and broader organization, gaining exposure to senior leadership and cross-functional teams. It is an excellent platform to build a foundation in business operations and develop leadership capabilities through hands-on-experience managing the front-to-back needs of a high-performing team.
The Responsibilities:
Deliver strategic and day-to-day operational support to the Deposits & Cash Management team, ensuring alignment with business goals.
Create and maintain reports, dashboards and presentation materials for senior management and external stakeholders.
Partner with Product Leads, Finance and Bank Business Management to assist with the management of the non-compensation budget process.
Support project management for high-impact initiatives, tracking milestones, ensuring timely execution and communication of status.
Identify and implement process improvements to enhance team effectiveness.
Manage team meeting logistics, including agenda development and preparation of supporting materials.
Coordinate across internal and cross-functional teams to monitor deliverables and follow up on outstanding items.
Qualifications:
BA/BS with 2-3 years of experience in business management or strategy roles, ideally in Financial Services/Wealth Management.
Strong project management skills, with a proven ability to lead initiatives, manage timelines, and coordinate across cross functional teams.
Excellent written and verbal communication skills, with the ability to prepare executive level materials and facilitate meetings.
Strong analytical and problem-solving abilities, with continuous improvement mindset and attention to detail.
Ability to manage multiple priorities in a fast-paced environment, with a high degree of ownership and accountability.
Proficiency in Microsoft Office Suite
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 $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).
Auto-ApplyDeposits & Cash Management COO Team Associate
New York, NY jobs
Morgan Stanley is a global financial services leader with three core businesses - Institutional Securities, Asset Management, and Global Wealth Management. Wealth Management is offered by Morgan Stanley Smith Barney (MSSB), which has one of the world's largest networks of Financial Advisors. Morgan Stanley continues to expand its suite of world-class banking and lending products exclusively for Financial Advisors and their clients. In addition to our comprehensive financial services, which include brokerage, investment advisory, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley has invested in and enhanced its lending, mortgage, trust and cash management capabilities.
The U.S. Banks continue to play a key role in executing the Global Wealth Management strategy. There is continued emphasis on growth in the core product offerings. Morgan Stanley continues to make considerable investments in this business in terms of strategic platform, and personnel. The recent integration of E*TRADE's Banking Products provides an enormous opportunity for growth as it expands our product offerings, particularly in the Cash Management & Deposits space.
The Role:
Join our dynamic COO team supporting the Deposits & Cash Management business. We are seeking a highly motivated self-starter to be an Associate within the Deposits and Cash Management COO team to help manage the growing business. This role will report directly to the COO of Deposits and Cash Management and offers a unique opportunity to drive strategic initiatives, enhance operational efficiency, and collaborate across functions in a fast-paced environment. This AVP will be responsible for delivering on initiatives related to business strategy, talent development, budget and expense oversight, administration and project management. The role offers a unique opportunity to work with internal stakeholders across the U.S. Banks and broader organization, gaining exposure to senior leadership and cross-functional teams. It is an excellent platform to build a foundation in business operations and develop leadership capabilities through hands-on-experience managing the front-to-back needs of a high-performing team.
The Responsibilities:
* Deliver strategic and day-to-day operational support to the Deposits & Cash Management team, ensuring alignment with business goals.
* Create and maintain reports, dashboards and presentation materials for senior management and external stakeholders.
* Partner with Product Leads, Finance and Bank Business Management to assist with the management of the non-compensation budget process.
* Support project management for high-impact initiatives, tracking milestones, ensuring timely execution and communication of status.
* Identify and implement process improvements to enhance team effectiveness.
* Manage team meeting logistics, including agenda development and preparation of supporting materials.
* Coordinate across internal and cross-functional teams to monitor deliverables and follow up on outstanding items.
Qualifications:
* BA/BS required with 2-3 years of experience in business management or strategy roles, ideally in Financial Services/Wealth Management.
* Strong project management skills, with a proven ability to lead initiatives, manage timelines, and coordinate across cross functional teams.
* Excellent written and verbal communication skills, with the ability to prepare executive level materials and facilitate meetings.
* Strong analytical and problem-solving abilities, with continuous improvement mindset and attention to detail.
* Ability to manage multiple priorities in a fast-paced environment, with a high degree of ownership and accountability.
* Proficiency in Microsoft Office Suite
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 $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).
Auto-ApplyPortfolio Performance Operations- VP
New York, NY jobs
We're seeking someone to join our team as a Vice President in IM Operations to be responsible for managing Performance and Analytics Operations within Middle Office Operations team. This function will span across all Business lines and asset classes, that are currently managed by MSIM for their Mutual Funds and Institutional Clients. The role will be responsible for accurate, timely and complete calculation of performance and analytics for our portfolios, including benchmark returns.
In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Manager position at Vice President level within the Product Support & Services, which is responsible for providing transaction support and managing post execution processes.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on…
What you'll do in the role:
· Develop staff, lead projects and control deployment of resources, owning management tools/methods such as work queues, checklists, depth charts and calendars
· Set direction and expectations for your team(s), defining training plans and transfer of expert knowledge to contribute to team output and development
· Contribute to business plan for area, establish risk/contingency plans, raise and address issues with urgency when required
· Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations
· Ensure that the Performance team meets all internal and external deliverables against the established Service Level Agreement.
· Be responsible for the strategies, priorities, and initiatives to drive worldclass capabilities and continuous process improvements.
· Be part of a global team responsible for middle-office performance and analytical functions including but not limited to reporting, composite maintenance and client take-on/termination tasks
· Partner with MSIM Middle Office teams and business partners to understand products and strategies and to position the team to advise on performance measurement calculations and interpretations
· Working very closely with the Global Fund Administration teams in managing and meeting requirements for regulatory and Board reporting. The position works alongside the Analytics, Composites and risk teams to ensure data accuracy and coordinated delivery of service.
What you'll bring to the role:
· Strong relationship building skills serving as a role model for client service
· Ability to think commercially, understand the impact of initiatives, risks on the operational budget
· Experience in managing teams, enhancing control, continuous improvement and reducing operational risk
· Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you
· Asset management performance calculation and reporting experience, including knowledge of alternative return calculations and GIPS standards.
· Automation with low code tooling, AI savvy, and experience with leading teams through process improvements and transformation
· Experience in investment management operations is highly preferred. Deep understanding of investment products (equities, fixed income, derivatives, alternatives) and their valuation as part of the overall portfolio.
· Ability to operate independently at a senior level and navigate the organization to foster collaboration in a results-oriented manner.
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 $152,000 and $233,000 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).
Auto-ApplyFirmwide AI Data Operations & Strategy Vice President
New York, NY jobs
Morgan Stanley's Firmwide AI organization is seeking a Vice President of AI Data Operations & Strategy to lead the delivery of a unified data framework that powers how the firm measures, manages, and optimizes the value of AI.This results-driven leader will build and scale the systems, dashboards, and reporting infrastructure that transform AI data-on usage, ROI, engagement, investment, and performance-into actionable intelligence for decision-makers across the enterprise.As the bridge between business strategy, technology, and analytics, this individual will ensure AI data is structured, governed, and activated to drive measurable outcomes. Their work will enable transparency, accountability, and insight across Morgan Stanley's AI portfolio-ensuring every initiative delivers tangible business value.Key Responsibilities·Deliver and operationalize a firmwide AI data strategy, ensuring consistent data capture, integration, and analysis across business units.·Build and manage AI data pipelines and analytics systems that provide a single source of truth for AI adoption, investment, and performance metrics.·Develop and maintain a unified AI measurement framework to track usage, ROI, engagement, and outcomes across divisions.
Own and deliver executive dashboards and visualization tools that provide real-time insight into AI performance and value creation.
Serve as a thought partner to senior leadership, proactively identifying opportunities where AI data can unlock business value.
·Lead cross-functional delivery of data integrations and reporting solutions in partnership with Technology, Strategy, and Finance.·Implement scalable data governance processes, ensuring clear metric definitions, documentation, taxonomy management, and version control.·Translate business strategy into operational analytics ensuring data solutions directly support strategic goals and regulatory requirements.·Drive automation and continuous improvement in data collection, quality, and reporting efficiency across AI initiatives.·Enable data storytelling and adoption, empowering business leaders with tools and insights that inform investment, innovation, and execution decisions.·Champion execution discipline, ensuring all AI data initiatives are delivered on time, within scope, and with demonstrable business impact.Required Skills & Experience·Bachelor's degree in Data Analytics, Information Systems, Computer Science, Business, or a related field; advanced degree (MBA or equivalent) preferred.·6+ years of experience in data strategy, analytics delivery, or business intelligence within large, complex organizations.·Proven ability to translate business objectives into measurable data frameworks and execute analytics initiatives end-to-end, balancing strategic vision with hands-on execution.·Demonstrated experience building and operationalizing dashboards and data products in tools such as Tableau, Power BI, or equivalent.·Strong understanding of data architecture, system integration, and governance principles, with a track record of scaling analytics solutions at the enterprise level.·Exceptional communication and storytelling skills, with the ability to translate technical insights into executive-level narratives.·Strong project management skills and comfort with leading agile, cross-functional delivery efforts.
Executive stakeholder management, with the ability to influence outcomes and gain buy-in across diverse teams.
Preferred Skills & Experience·Experience defining and tracking AI and machine learning performance metrics in enterprise or transformation settings.·Familiarity with data engineering and analytics environments such as Snowflake, Databricks, SQL, Python, or Alteryx.·Background in data product design, metadata management, and multi-system integration.·Experience in financial services, management consulting, or technology strategy.·Proven success influencing and collaborating at senior levels in matrixed global environments.·Understanding of data visualization best practices for executive and enterprise-level decision-making.
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 $120,000 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).
Auto-ApplyFirmwide AI Data Operations & Strategy Vice President
New York, NY jobs
Morgan Stanley's Firmwide AI organization is seeking a Vice President of AI Data Operations & Strategy to lead the delivery of a unified data framework that powers how the firm measures, manages, and optimizes the value of AI. This results-driven leader will build and scale the systems, dashboards, and reporting infrastructure that transform AI data-on usage, ROI, engagement, investment, and performance-into actionable intelligence for decision-makers across the enterprise.
As the bridge between business strategy, technology, and analytics, this individual will ensure AI data is structured, governed, and activated to drive measurable outcomes. Their work will enable transparency, accountability, and insight across Morgan Stanley's AI portfolio-ensuring every initiative delivers tangible business value.
Key Responsibilities
* Deliver and operationalize a firmwide AI data strategy, ensuring consistent data capture, integration, and analysis across business units.
* Build and manage AI data pipelines and analytics systems that provide a single source of truth for AI adoption, investment, and performance metrics.
* Develop and maintain a unified AI measurement framework to track usage, ROI, engagement, and outcomes across divisions.
* Own and deliver executive dashboards and visualization tools that provide real-time insight into AI performance and value creation.
* Serve as a thought partner to senior leadership, proactively identifying opportunities where AI data can unlock business value.
* Lead cross-functional delivery of data integrations and reporting solutions in partnership with Technology, Strategy, and Finance.
* Implement scalable data governance processes, ensuring clear metric definitions, documentation, taxonomy management, and version control.
* Translate business strategy into operational analytics ensuring data solutions directly support strategic goals and regulatory requirements.
* Drive automation and continuous improvement in data collection, quality, and reporting efficiency across AI initiatives.
* Enable data storytelling and adoption, empowering business leaders with tools and insights that inform investment, innovation, and execution decisions.
* Champion execution discipline, ensuring all AI data initiatives are delivered on time, within scope, and with demonstrable business impact.
Required Skills & Experience
* Bachelor's degree in Data Analytics, Information Systems, Computer Science, Business, or a related field; advanced degree (MBA or equivalent) preferred.
* 6+ years of experience in data strategy, analytics delivery, or business intelligence within large, complex organizations.
* Proven ability to translate business objectives into measurable data frameworks and execute analytics initiatives end-to-end, balancing strategic vision with hands-on execution.
* Demonstrated experience building and operationalizing dashboards and data products in tools such as Tableau, Power BI, or equivalent.
* Strong understanding of data architecture, system integration, and governance principles, with a track record of scaling analytics solutions at the enterprise level.
* Exceptional communication and storytelling skills, with the ability to translate technical insights into executive-level narratives.
* Strong project management skills and comfort with leading agile, cross-functional delivery efforts.
* Executive stakeholder management, with the ability to influence outcomes and gain buy-in across diverse teams.
Preferred Skills & Experience
* Experience defining and tracking AI and machine learning performance metrics in enterprise or transformation settings.
* Familiarity with data engineering and analytics environments such as Snowflake, Databricks, SQL, Python, or Alteryx.
* Background in data product design, metadata management, and multi-system integration.
* Experience in financial services, management consulting, or technology strategy.
* Proven success influencing and collaborating at senior levels in matrixed global environments.
* Understanding of data visualization best practices for executive and enterprise-level decision-making.
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 $120,000 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).
Auto-ApplyRisk COO (Risk Management) : Job Level - Analyst
New York, NY jobs
Firm Risk Management Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks.
Background on the Position
The role will reside within the Firm Risk Management's Risk COO group which is a team that covers a broad array of areas in addition to financial and resource management. Candidates will have the opportunity to work on a variety of cross-risk projects and initiatives, partnering with key stakeholders across the group. Work history should demonstrate attention to detail and strong analytical and spreadsheet skills.
Primary Responsibilities
> Produce detailed monthly expense and headcount reporting and present findings to senior management, including risks and opportunities to achieve budget targets
> Support the development of tools to track headcount and expenses more efficiently across the various functional and regional Risk teams
> Partner with key stakeholders from across Risk and the Finance Controllers Group to develop an annual headcount and expense budget to support key deliverables and initiatives
> Support the execution of a variety of ad-hoc cross-risk projects and initiatives across the broader Risk CAO team Experience
> 0-3 years of experience, preferably in financial or resource management
> Ability to build strong working relationships with key business partners
> Attention to detail and ability to prioritize projects and workload
> Ability to analyze and synthesize large data sets
> Self-motivator and team player who brings a can-do approach
> Strong interpersonal and communication skills, written and verbal
> Undergraduate degree; excellent academic background and grades
> Desire to learn about risk management in a dynamic and fast-paced environment
> Advance working knowledge of MS Excel (VBA/Macros a plus), PowerPoint and Word
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 $75,000 and $95,000 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).
Auto-ApplyVice President, Operational Risk & Control (IED Finance)
New York, NY jobs
We're seeking someone to join our IED Risk team as a Product Controller in ISG Finance to steer operational risk management across the division. They will drive key initiatives such as Risk & Control Self-Assessment (RCSA), the capture of operational risk incidents, Business Continuity Planning (BCP), and the development and production of divisional reporting, metrics, and risk monitoring processes.
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 Vice President level position within our Product Controllers Job Family which specializes in ensuring adequacy of controls, profit and loss and balance sheet reporting and reconciliations for a segment / business / product area, as well as management reporting across business segments or cross functional end-to-end product oversight
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:
> Collaborate with a varied group of colleagues in Finance and across the Firm
> Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment
> Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them
> Act as a role model and culture carrier; Embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
> Lead key risk processes across IED Finance's Product Control (GPC) functions including RCSA, business continuity, information security, and other compliance activities
> Own and deliver high-impact initiatives, leveraging deep Finance expertise
> Prepare risk reports and deliver actionable insights to senior stakeholders within IED Finance and across the firm
> Assist in reporting of risk incidents within IED GPC and perform thematic analysis to identify trends and recommend solutions
> Drive issue resolution and action planning within the Firm's risk inventory, with a focus on IED GPC's control processes and controls.
> Identify areas of emerging non-financial risks and assist senior management in developing mitigation strategies
> Maintain risk policies and procedures
> Champion the firm's values and foster a culture of accountability
> Manage, attract, develop and retain talent for team within Finance while creating an inclusive environment; translate Firmwide goals into actionable goals for department/function
What you'll bring to the role:
> Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
> Ability to provide positive and constructive feedback and acknowledge efforts of team members
> Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
> Strong analytical skills and the ability to distil complex issues into clear insights
> Excellent communication and stakeholder engagement abilities
> Proven leadership and mentoring capabilities
> Initiative, independence, and strong time management
> Advanced proficiency in Microsoft Office, experience with tools like Power BI or Alteryx is a bonus
> A collaborative mindset and a passion for continuous improvement
> Holds a relevant degree or relevant professional qualification
> At least 9 years' relevant experience would generally be expected to find the skills required for this role
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 $120,000 and $185,000 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).
Auto-ApplySwaps Reporting Lead- VP- Ops Risk & Regulatory Control
New York, NY jobs
We're seeking someone to join our team as a New York Swaps Reporting lead in Ops Risk & Regulatory Control to manage the performance and the regulatory risk for the North America Regimes (CAT, CFTC, CSA, SEC). On a daily basis that team operates the controls with the global transaction reporting control framework; documents and investigates exceptions resulting from those controls; and mitigates those exceptions to the greatest extent possible. Ensure that these complex activities are well-documented and executed strongly, building or modifying process where necessary to increase efficiency or to decrease risk.
In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Manager position at Vice President level based in New York.
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:
* Develop staff, lead key initiatives and control deployment of resources, owning management tools/methods such as work queues, checklists and depth charts
* Set direction and expectations for your team, defining training plans and transfer of expert knowledge to contribute to team output and development
* Contribute to business plan for area, establish risk/contingency plans, raise and address issues with urgency when required
* Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations
* Active Contributor in governance and risk activities to ensure that key challenges are addressed.
* Effective partnership with EMEA and Asia regime subject matter experts, change-the-bank (CTB) leads, Technology leads, and Control leads is necessary to establish standards; to set priorities for remediation and tool enhancement; and to prepare for future builds.
* The role will also work closely with Compliance and Legal to effectively manage interpretive matters, exams, and regulator interactions.
An individual reports into the North America Head of TTRO. It is a challenging and rewarding role that will offer the candidate the opportunity to lead a diverse team and work on a large-scale program. What you'll bring to the role:
* Strong relationship building skills serving as a role model for client service
* Ability to think commercially, understand the impact of initiatives, risks on the operational budget
* Experience in managing teams, enhancing control, continuous improvement and reducing operational risk
* Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you
* Must understand OTC swaps reporting rules, a good understanding of derivatives products and the broader regulatory reporting landscape.
* The candidate must be able to influence at all levels of the organization in order to holistically deliver the Firm's regulatory reporting commitments more efficiently and with less risk.
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 $120,000 and $173,000 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).
Auto-Apply