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Equities Strategy Analyst/Associate

Equities Strategy Analyst/Associate

CompanyMorgan Stanley
LocationNew York, NY, USA
Salary$110000 – $200000
TypeFull-Time
Degrees
Experience LevelMid Level, Senior

Requirements

  • 2-3+ years of experience in strategy, management consulting or financial services
  • Proven conceptual and analytical problem solving, organizational ability, meticulous attention to detail
  • Ability to manage and prioritize complex, time-sensitive projects involving multiple stakeholders
  • Strong verbal and written communication skills
  • Strong interpersonal and influencing skills and ability to interact with colleagues at all levels in a peer-like way, and achieve goals through collaboration with other teams within the Firm
  • Proficiency in Excel, Word and PowerPoint; preference for candidates with Python experience

Responsibilities

  • Advance the Generative AI agenda within the Institutional Equity Division as one of Morgan Stanley’s key near-term priorities, including: Develop the business case, strategy and roadmap for integrating Gen AI into workflows, Identify, coordinate and prioritize the development and deployment of Gen AI use cases
  • Engage with sales, trading and prime brokerage leadership globally to develop strategic plans and tactical initiatives, including: Identify and prosecute cross-business opportunities, monetizing institutional product capabilities across client segments, Conduct deep dive analysis on client wallet progression to inform opportunities
  • Engage with other business divisions, Treasury, Capital Planning, Investor Relations, Risk Management and Technology to ensure Firm-wide alignment on strategy and execution
  • Evaluate competitive dynamics with direct and third-party research and data analysis
  • Manage capital and financial resources planning, business budgeting and forecasting and regulatory updates
  • Support divisional management in internal and external communications

Preferred Qualifications

  • Preference for candidates with Python experience
  • Preference for candidates familiar with institutional businesses