Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career—a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.Institutional Consulting Services (ICS) is comprised of institutional client businesses providing enhanced client coverage, and greater efficiencies across the platforms supporting the institutional products. ICS includes $700+ billion of Institutional Assets. Goal is to continue strategic acquisitions in this space and help support organic growth. The priority of the business is to implement strategic initiatives within MSWM to increase market share within the institutional consulting market while also contributing to the firm's asset growth and participant engagement goals. The ICS Strategy & Client Development team works closely with senior management across ICS and Wealth Management to grow assets, deepen client relationships and penetrate participants.As an Associate / Analyst in ICS Strategy and Client Development, you will be expected to support major projects with the goal of helping to both organically and inorganically grow and scale the ICS business, including the sourcing and execution of institutional acquisition targets, deepening client relationships and engaging participants.TheICS Strategy and Client Developmentteam works closely with senior management acrossICS and Wealth Management to analyze information, develop recommendations and drive change.Responsibilities would include conducting research, analyzing key business metrics and assisting in the development of strategic planning toward growth and the integration of new partners.We are seeking a candidate with ability to think analytically, be detail oriented, and has a team-based approach and entrepreneurial spirit, with interest on strategy or business management and developing understanding of the wealth management business.PRIMARY RESPONSIBILITIES1) Overall Strategy·Assist with the M&A, strategy and execution for several critical projects to source and integrate new strategic partners, create new service offerings, and enhance internal processes for the institutional client segment·Conduct market research and analysis to identify potential acquisition targets and emerging industry trends·Collaborate with cross-functional teams to evaluate the financial, operational and strategic aspects of targets·Assist in the due diligence process including the review of legal, financial and operational documentation·Participate in the integration of acquired targets, ensuring a smooth transition and alignment with the firm's strategic goals·Collaborate with internal stakeholders to develop post-acquisition growth strategies and monitor the performance of acquired firms·Prepare presentations and reports for senior management and other stakeholders, summarizing key fundings and recommendations·Maintain up-to-date knowledge of industry trends, regulations, and best practices related to M&A activities·Support strategic organic and inorganic initiatives, including the sourcing and execution of institutional acquisition targets and pipeline reporting·Help facilitate deliverables across key partners within other groups in wealth management (Product, Legal, Risk, Compliance, Technology)2) Client Development and Participant Engagement·Assist in deepening client relationships and business development (including target selection & outreach, marketing / pitch development, developing connectivity within Morgan Stanley and participant penetration strategy·Engage with consultants / advisors to deliver Firm services and solutions such as financial wellness, equity compensation, Outsourced Chief Investment Office, banking and others·Develop participant engagement strategy and execute both internal and external ad-hoc requests·Undergraduate degree required·2+ years experience in financial services and/or business strategy & management and/or other related fields·Strong interpersonal and process management skills·High level of attention to detail·Excellent written and verbal communication and presentation skills·Strong Excel and PowerPoint skills·Proven success with multi-tasking and ability to work on multiple projects simultaneously·Self-starter who will take initiative, learn quickly, and work independently·Team-oriented, with high level of administrative and interpersonal professionalismExpected base pay rates for the role will be between $57,000 and $110,000 per year at the commencement of employment.However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
