Integrated Firm Client Coverage - COO Team Analyst/Associate Role

Reposted 5 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
80K-135K Annually
Junior
Fintech • Financial Services
The Role
The role involves managing strategic initiatives, creating management reports, supporting budgeting processes, and conducting data analysis within the Integrated Firm Client Coverage team.
Summary Generated by Built In
Integrated Firm Client Coverage - COO Team Analyst/Associate Role
Description
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 prosper.
The Integrated Firm Client Coverage (IFCC) team, which sits within Integrated Firm Management, is responsible for identifying and facilitating cross-business opportunities across Morgan Stanley's wealth and investment management and institutional divisions. The IFCC COO Team plays a critical role in the development, analysis, and execution of a range of strategic and tactical business initiatives.
Key Responsibilities
> Strategic Initiatives: Project management and execution of IFCC strategic initiatives (e.g., large asset opportunities, supporting key client coverage, resource strategy and alignment, etc.) including collaboration across internal teams to ensure communication and alignment to Integrated Firm goals
> Management Reporting & Leadership Presentations: Creation of various presentations and talking points, including for internal meetings with senior leadership, conferences, and townhalls
> Business Management: Supporting key processes including budgeting, oversight of data analysis and reporting, memos and communications, recurring calls and agendas, select event and planning support, and meeting prep Experience
> 1-3 years related industry experience with a general understanding of Investment Banking and Wealth Management products and services
> Strong track record of academic and professional excellence and achievement
Skills/Abilities
> Strong organizational, project management, and analytical skills
> Excellent verbal and written communication skills
> Outstanding attention to detail
> Self-starter who will take initiative, learn quickly and work independently
> High degree of professionalism, positive attitude, and good judgment
> Ability to multi-task and operate in a fast-moving environment
> Proficiency in Microsoft Word, Excel, and superior PowerPoint 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 $80,000 and $135,000 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).

Skills Required

  • 1-3 years related industry experience
  • General understanding of Investment Banking and Wealth Management
  • Strong organizational and project management skills
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office Suite

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.

  • 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.
  • 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.
  • 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.

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The Company
HQ: New York, NY
87,899 Employees

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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