Morgan Stanley · 1 week ago
Business Analyst / Associate - Investment Banking Management, New York or Menlo Park
Menlo Park, CA
Full-time
Onsite
Entry, Mid Level
$110K/yr - $125K/yr
1+ years expMorgan Stanley is a leading global financial services firm that is seeking a Business Analyst or Business Associate to join their Investment Banking Division Management team. The role involves driving strategic decision-making, managing technology tools, and collaborating with various stakeholders to enhance product management and project execution.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Support Product Leads with product life cycle management, including collection of requirements, feasibility studies, design, development, validation, onboarding, pilot, and production. Ability to handle multiple project priorities simultaneously
Gain a deep understanding of business stakeholder requirements and collaborate with Product Leads and IT teams to address roadblocks and manage projects to meet aggressive deliverable deadlines. Play a key role in articulating detailed requirements and acceptance criteria
Facilitate meetings by developing and distributing agendas, following up with meeting notes, and tracking progress/action items. Create presentations to update team on project status and strategy
Create, validate, deploy, and market advanced AI prompts/agents to bankers. Gather requirements for agentic workflows that can make the bankers more productive and informed
Work closely with Product Leads, IT, Strats, Bankers, Risk, Compliance, Legal, Senior Management to gather feedback, incorporate edits, and ensure timely communication of updates to drive end-to-end delivery of initiatives. Be the center of gravity for products and closely communicate product objectives and status to partners within and outside of the Investment Banking/Global Capital Markets division
Stay up to date with latest technological advancements to continuously improve existing systems and incorporate new innovations such as AI. Test and evaluate new AI tools and prompts, recommending optimal solutions based on performance and output quality
Monitor quality and proactively request feedback to drive continuous improvement of products. Be customer-obsessed with designing the most end-user friendly tools that enable bankers to be more effective and efficient in their work
Qualification
Required
Bachelor's degree in Finance/Economics, Computer Science/Engineering, or similar field
Strong written, verbal and interpersonal skills, including the ability to interact effectively with business stakeholders to understand the business and gather requirements
Highly detail-oriented and strong organizational skills to manage and execute simultaneous projects and tasks
Autonomous, self-motivated, with a high level of initiative, ability to think strategically and independently. Strong work ethic and a positive attitude. Highly responsive and communicative. Investment Banking is a client services industry and our clients need our advice and expertise around the clock
Comfort working with ambiguity, managing and resolving complex issues
Preferred
1+ years of work experience in financial services, consulting, technology, or investment banking experience preferred
Knowledge of investment banking workflows -- such as capital markets and M&A -- and corporate finance highly desirable
Experience with prompt engineering, software development, software product/project management a plus
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
South China Morning Post
2026-01-25
Company data provided by crunchbase