Our New York office is looking for an Analyst / Associate candidate to join the Strategic Investments team. Strategic Investments makes and manages investments on behalf of Morgan Stanley across market infrastructure, trading and wealth management platforms, and innovative technology companies that are complementary to the Firm’s overall strategic agenda.
Team members manage the full investment lifecycle from sourcing, selection, evaluation, due diligence, negotiation and closing to post-investment monitoring / strategic involvement and exit. Responsibilities include the preparation of detailed valuation analyses and presentations to the Investment Committee, as well as research and monitoring of industry developments relevant to the Strategic Investments portfolio and Morgan Stanley’s businesses.
The individual will work closely with the rest of the team as well as colleagues across products and functions firmwide to identify and assess investment opportunities and manage the portfolio. Team members who succeed in this group bring both creative and structured analytical thinking, a strong passion for investing, and a commitment to building deep, enduring partnerships with colleagues, investors, and technology companies.
Qualifications:
1-2+ years working in investment banking, venture / growth equity, strategy consulting or strategic corporate finance with a proven track record
Building and analyzing financial models and conducting financial due diligence
Experience managing transaction / investment processes and working across cross-functional teams
Experience using Microsoft Excel, PowerPoint, CRM tools, AI/LLM-based tools (e.g. ChatGPT, Claude, Copilot)
The ideal candidate will have:
The ability to perform under pressure and manage competing deadlines
Strong organizational skills, with experience managing multiple projects simultaneously
Sharp analytical and risk management capabilities
Excellent written and verbal communication skills
Advanced financial modeling and presentation skills
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $110,000 and $200,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Skills Required
- 1-2+ years of experience in investment banking, venture or growth equity, strategy consulting, or strategic corporate finance with a proven track record
- Experience building and analyzing financial models
- Experience conducting financial due diligence
- Experience managing transaction or investment processes
- Experience working across cross-functional teams
- Experience using Microsoft Excel and PowerPoint
- Experience using CRM tools and AI/LLM-based tools such as ChatGPT, Claude, or Copilot
- Ability to perform under pressure and manage competing deadlines
- Strong organizational skills and experience managing multiple projects simultaneously
- Strong analytical and risk management capabilities
- Excellent written and verbal communication skills
- Advanced financial modeling and presentation skills
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
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Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
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Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
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