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E*TRADE from Morgan Stanley · 3 months ago

Equities Strategy Associate / Vice President

New York, New York, United States of America

Full-time

Onsite

Mid Level

$150K/yr - $200K/yr

2+ years exp

E*TRADE from Morgan Stanley is a leading financial services firm that offers a range of investment products and services. The Equities Strategy Associate / Vice President will be responsible for advancing the Generative AI agenda within the Institutional Equity Division, developing strategic plans, and managing capital and financial resources planning.

BankingFinanceFinancial Services

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

Qualification

Strategy developmentData analysisFinancial planningGenerative AIProject managementInterpersonal skillsExcel proficiencyWord proficiencyPowerPoint proficiencyPython experienceInstitutional businessesCommunication skillsOrganizational abilityAttention to detail

Required

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