Institutional Equity Division – Analyst/Associate, Strategic Investments (New York)

Strategic Investments Analyst / Associate (New York)

Our New York office is looking for an Analyst / Associate candidate to join the Strategic Investments team. Strategic Investments makes and manages investments on behalf of Morgan Stanley across market infrastructure, trading and wealth management platforms, and innovative technology companies that are complementary to the Firm’s overall strategic agenda.

Team members manage the full investment lifecycle from sourcing, selection, evaluation, due diligence, negotiation and closing to post-investment monitoring / strategic involvement and exit. Responsibilities include preparing detailed valuation analyses and presentations to the Investment Committee, as well as researching and monitoring industry developments relevant to the Strategic Investments portfolio and Morgan Stanley’s businesses.

The individual will work closely with the rest of the team and colleagues across products and functions firmwide to identify and assess investment opportunities and manage the portfolio. Team members who succeed in this group bring both creative and structured analytical thinking, a strong passion for investing, and a commitment to building deep, enduring partnerships with colleagues, investors, and technology companies.

Responsibilities

• Manage the full investment lifecycle from sourcing through post-investment monitoring and exit.
• Prepare detailed valuation analyses and presentations for the Investment Committee.
• Research and monitor industry developments relevant to the Strategic Investments portfolio and Morgan Stanley’s businesses.
• Work across teams firmwide to identify, assess, and manage investment opportunities.

Qualifications

• 1–2+ years of experience working in investment banking, venture / growth equity, strategy consulting, or strategic corporate finance, with a proven track record.
• Ability to build and analyze financial models and conduct financial due diligence.
• Experience managing transaction / investment processes and working across cross-functional teams.
• Experience using Microsoft Excel, PowerPoint, CRM tools, and AI/LLM-based tools (e.g., ChatGPT, Claude, Copilot).

The Ideal Candidate Will Have

• Ability to perform under pressure and manage competing deadlines.
• Strong organizational skills with experience managing multiple projects simultaneously.
• Sharp analytical and risk management capabilities.
• Excellent written and verbal communication skills.
• Advanced financial modeling and presentation skills.

What You Can Expect from Morgan Stanley

At Morgan Stanley, we raise, manage, and allocate capital for our clients—helping them reach their goals. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide the decisions we make every day to do what’s best for our clients, communities, and more than 80,000 employees in 1,200 offices across 42 countries. You’ll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences.

There is also ample opportunity to move about the business for those who show passion and grit in their work, along with comprehensive employee benefits and perks.

Compensation

Expected base pay rates for the role will be between $110,000 and $200,000 per year at the commencement of employment. Base pay, if hired, will be determined on an individualized basis and is only part of the total compensation package. Depending on the position, total compensation may also include commission earnings, incentive compensation, discretionary bonuses, other short- and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Equal Opportunity

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Recruiting efforts reflect a commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.