E*TRADE from Morgan Stanley · 22 hours ago
Associate, Morgan Stanley Inclusive & Sustainable Ventures
E*TRADE from Morgan Stanley is a leading global financial services firm providing a wide range of investment banking and wealth management services. The role involves supporting the Inclusive Ventures Group in providing strategic insights and operational support to early-stage innovators, facilitating connections, and engaging in the venture ecosystem to identify investment opportunities.
BankingFinanceFinancial Services
Responsibilities
Interact and provide strategic support on a day-to-day basis to the MSISV companies and program alumni
Assist the broader team, including Entrepreneurs in Residence (EIRs), in providing critical operational, analytical and strategic insights to help accelerate the growth of MSISV companies
Facilitate calls and introductions between MSISV companies, external parties and senior employees from around the firm
Assist the broader team in planning, coordinating and executing on the 5-month in-house accelerator program
Participate in the identification, investment memo creation and selection of the companies that will participate in the accelerator program, including assisting in the performance of financial due diligence, market research, competitive analysis, identifying market/investment trends and analyzing products
Actively engage in the venture ecosystem to source and identify investment opportunities. Actively build and maintain relationships within venture capital peers to share market insights and potential investment opportunities
Synthesize analyses into meaningful deliverables/presentations for senior management and external stakeholders
Create standard and custom executive reporting packages/ presentations on a monthly, quarterly and ad-hoc basis
Provide support to senior management in broadening Morgan Stanley's founder community engagement and venture capital universe coverage. The ideal candidate has a fundamental knowledge of financial analysis including company valuation and investment analysis; experience and/or interest in venture capital investing; start-up operations; and can manage large, multidimensional projects
Qualification
Required
2-3+ years proven experience working with financial services or early-stage companies
Exceptional analytical skills with a fundamental understanding of corporate finance principals including strong financial modeling
Experience creating investment memos or evaluating companies for investment
Strong interest in developments around technology, startups, entrepreneurship, and venture capital
Execution skills with the ability to manage projects with minimal supervision in small teams
Very high attention to detail is critical in addition to sound judgment and the ability to fully operate with general to limited context
Program management and operational skills (prior experience with application processes, running workshops, conferences) or an interest in developing these skills
Writing, communication (both internal and external) and presentation delivery skills
Strong project management and organizational skills
Mastery of the Microsoft Office
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Recent News
2025-11-07
2025-10-14
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