Morgan Stanley · 4 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 expMorgan Stanley is a leading financial services firm, and they are seeking an Equities Strategy Associate / Vice President to advance the Generative AI agenda within the Institutional Equity Division. The role involves developing strategic plans, managing capital resources, and collaborating with various business divisions to ensure alignment on strategy and execution.
Asset ManagementFinanceFinancial ServicesLending
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
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
Preferred
Preference for candidates familiar with institutional businesses
Benefits
Some of the most attractive and comprehensive employee benefits and perks in the industry
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-01-14
Crowdfund Insider
2026-01-14
Company data provided by crunchbase