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Morgan Stanley · 2 weeks ago

Wealth Management Client Segments and E*TRADE Strategy & Execution, Associate

New York, NY

Full-time

Onsite

Entry Level

$58K/yr - $115K/yr

2+ years exp

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Associate will support Strategy and Execution efforts across the Wealth Management Client Segments and E*TRADE business, focusing on developing and implementing strategies while collaborating with senior leadership and cross-divisional teams.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Building comprehensive pro forma excel models and conducting other quantitative analyses to assess the economic impact of strategic initiatives and presenting key findings to senior leadership across the organization to inform decision making

Spearheading innovation through organic and inorganic business growth initiatives

Developing strategies to drive operational efficiency at scale for businesses across Morgan Stanley Wealth Management (e.g., international expansion)

Partnering with colleagues across our leading institutional research and sales teams to assess competitive landscapes and identify key differentiators / competitive gaps

Gaining meaningful leadership experience across divisions, balancing stakeholder needs to execute against key initiatives and ensure alignment of priorities

Building internal and external presentations for Wealth Management executives across a broad range of topics and strategic initiatives

Partnering with the broader Client Segments and E•TRADE Strategy & Execution team to support cross-divisional initiatives, chief-of-staff responsibilities, and execution across segment-based projects

Contributing to broader business management needs such as:

Coordinating annual budgeting across the organization

Managing an inventory of strategic initiatives and obtaining regular updates from the rest of the leadership team

Running monthly management reporting in collaboration with partners from finance, human resources, marketing, risk, compliance, etc

Qualification

Financial modelingStrategic planningQuantitative analysisWealth Management knowledgeAdvanced ExcelPowerPointInterpersonal skillsProblem-solvingDetail-orientedTeam-orientedCommunication skills

Required

Bachelor's degree required plus at least two years of related industry experience with a general understanding of Wealth Management product and services

Strategic thinker with excellent analytical and problem-solving skills and a background in financial modeling

Self-starter who will take initiative, learn quickly and work independently

Strong interpersonal skills and the ability to interact with colleagues at all levels of the organization

Detail-oriented individual with ability to multi-task and manage competing deadlines

High level of attention to detail, with excellent written and verbal communication skills

Team-oriented, with high level of administrative and interpersonal professionalism

High energy, results oriented and high performer in fast paced environment

Advanced knowledge of Excel