Morgan Stanley · 1 day ago
Investment Banking Financial Sponsors Associate – San Francisco
San Francisco, CA
Full-time
Onsite
Mid, Senior Level
$150K/yr - $225K/yr
3+ years expMorgan Stanley is a leading financial services firm, and they are seeking an Investment Banking Associate to join their Financial Sponsors Group in San Francisco. The role involves advising private equity firms and other financial institutions on capital-raising and investment strategies, with responsibilities including financial analysis, deal execution, and managing junior analysts.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Financial analysis
Deal execution (M&A, debt, equity)
Drafting pitch books and client materials
Managing junior analysts
Developing client relationships
Work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions
Work closely with professionals throughout the firm to deliver high quality advice to clients
Qualification
Required
3-5 years of experience within the investment banking industry as an Analyst and Associate, or an MBA, with a proven track record working on executed deals across M&A and various industry sectors
Commercial instinct and ability to perform under pressure and tight deadlines
Comfortable reading and interpreting financial statements
Extraordinarily high level of motivation and commitment to working hard
Strong written and verbal communication skills
Bachelor's degree required; an MBA, CA and/or CFA designation would be an asset
Series licensing or must obtain
Preferred
Experience in the financial sponsors industry is preferred, but not required
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
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
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