Investment Banking Insurance Associate / Vice President - New York

Morgan Stanley • New York, NY

1d • Onsite

About The Position

Our New York office is seeking talented investment bankers at the Associate or Vice President level to join Morgan Stanley’s leading Insurance Investment Banking coverage team - with a core focus on Life/Annuity and P&C carriers. This role offers the opportunity to operate at the forefront of consolidation, capital optimization, and strategic transformation across the insurance industry. Successful candidates will work with large, blue-chip insurers on a wide range of complex transactions, including M&A, IPOs, private capital raises, debt financings, and other strategic advisory engagements. The team benefits from a consistent, high volume of executed deal flow, providing hands‑on transaction exposure. We work closely with insurance firm C‑suite executives to deliver best‑in‑class strategic advice and execution, leveraging Morgan Stanley’s full global platform and deep relationships across insurance, asset management, and capital markets. The role involves close collaboration with industry and product partners and offers a unique opportunity to build deep sector expertise, execution credentials, and long‑term client relationships. We pride ourselves on maintaining a strong culture and making meaningful investments in the career development of our team.

Requirements

• Proven track record of working in Investment Banking, M&A, Corporate Finance, Strategy, or other finance-related fields
• Successful experience dealing with complex transactions in a fast-paced environment
• High level of motivation, commitment, work quality, and attention to detail
• Collaborative approach and ability to work effectively in small, high‑performing teams
• Strong commercial judgment and ability to perform under pressure and tight deadlines
• Excellent written and verbal communication skills, with comfort interacting with senior clients
• Strong capabilities in financial statement analysis, modeling, and valuation
• Bachelor’s degree required
• Series licensing or must obtain

Nice To Haves

• MBA and/or CFA designation
• Experience in the Life/Annuity and/or P&C sector

Responsibilities

• Operate at the forefront of consolidation, capital optimization, and strategic transformation across the insurance industry.
• Work with large, blue-chip insurers on a wide range of complex transactions, including M&A, IPOs, private capital raises, debt financings, and other strategic advisory engagements.
• Deliver best‑in‑class strategic advice and execution to insurance firm C‑suite executives.
• Leverage Morgan Stanley’s full global platform and deep relationships across insurance, asset management, and capital markets.
• Collaborate with industry and product partners.
• Build deep sector expertise, execution credentials, and long‑term client relationships.

Benefits

• Ample opportunity to move about the business for those who show passion and grit in their work.
• Attractive and comprehensive employee benefits and perks in the industry.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees