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

Morgan Stanley•New York, NY

2d•Onsite

About The Position

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 the preparation of detailed valuation analyses and presentations to the Investment Committee, as well as research and monitoring of industry developments relevant to the Strategic Investments portfolio and Morgan Stanley’s businesses. The individual will work closely with the rest of the team as well as 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.

Requirements

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

Nice To Haves

The 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

Responsibilities

Manage the full investment lifecycle from sourcing, selection, evaluation, due diligence, negotiation and closing to post-investment monitoring / strategic involvement and exit.
Prepare detailed valuation analyses and presentations to the Investment Committee.
Conduct research and monitor industry developments relevant to the Strategic Investments portfolio and Morgan Stanley’s businesses.
Work closely with the rest of the team as well as colleagues across products and functions firmwide to identify and assess investment opportunities and manage the portfolio.