Institutional Equity Division – Analyst/Associate, Strategic Investments (New York)
Core
Managing the full investment lifecycle for Morgan Stanley's Strategic Investments team, including sourcing, evaluation, due diligence, negotiation, and post-investment monitoring across market infrastructure, trading, wealth management, and innovative technology companies.
Role type
Associate/Analyst in Strategic Investments (Venture/Growth Equity)
Builds
Strategic investment portfolio and financial models for the Firm's overall strategic agenda
Domain
Financial Services / Strategic Investments / Venture Capital
Required skills
Financial modeling, Financial due diligence, Investment process management, Cross-functional collaboration, Microsoft Excel, PowerPoint, CRM tools, AI/LLM-based tools
Preferred skills
Analytical thinking, Risk management, Project management under pressure, Communication skills
Technologies
Microsoft Excel, PowerPoint, CRM tools, ChatGPT, Claude, Copilot
Responsibilities
Prepare detailed valuation analyses and presentations to the Investment Committee, research and monitor industry developments relevant to the portfolio, identify and assess investment opportunities, manage the investment lifecycle from sourcing to exit.
Seniority
Associate/Analyst, early career (1-2+ years experience)