Associate, Banking

What you'll do in the role

Morgan Stanley & Co. LLC is seeking an Associate, Banking in New York, New York to execute corporate finance transactions including mergers and acquisitions, equity and debt capital raising, and other strategic advisory engagements for financial institutions.

Perform complex financial modeling, valuation analysis, and scenario analysis, and conduct detailed industry and company research to support transaction execution and strategic decision-making. Analyze financial statements, capital structures, and operating performance of clients within the financial services sector including banks, insurance companies, asset managers, and fintech firms.

Prepare and deliver client presentations, pitch materials, confidential information memoranda, and other transaction-related documentation. Participate in client meetings, communicate analytical findings, and support development and maintenance of client relationships with senior executives.

What you'll bring to the role

• Requires a Master's degree in Accounting, Finance, Business Administration, or a related field of study
• Requires three (3) years of experience in the position offered or three (3) years as a Financial Analyst, Financial Consultant, or a closely related occupation
• Requires three (3) years of experience with the following skills:
• Corporate finance activities and strategic financial planning;
• Financial modeling and scenario analysis;
• Financial statement analysis, financial reporting, forecasting and budgeting, and business performance analysis;
• Generally Accepted Accounting Principles (GAAP) accounting;
• Project management;
• Financial operations of financial institutions including Insurance and Insurtech companies, and industry and company research; and
• Financial transformation, risk assessment, and business case development.
• Requires any amount of experience with the following skills:
• Transaction execution, Valuation analysis, and Cash flow analysis;
• Initial Public Offering (IPO) readiness, Securities and Exchange Commission (SEC) reporting support, and audit preparation; and
• Financial advisory and client relationship management.

What You Can Expect from Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years.

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences.

We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

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Pay and benefits

Expected base pay rates for the role will be between $175,000 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.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.