Senior Relationship Management COO Team - Analyst/Associate

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.

Department Profile

The Senior Relationship Management (SRM) team is responsible for developing and maintaining the relationships with the senior executives at the majority of the firm's most important Sales & Trading clients. They partner with Trading, Sales and Research management to deliver a differentiated service offering at the same time as working closely with the individual client coverage teams in Fixed Income and Equities to provide coordinated coverage of each institution. They are in regular dialogue with IBD, GCM and Wealth Management to ensure we provide a holistic Morgan Stanley approach to this key group of clients.

The SRM division is looking to hire an Analyst/Associate on the COO team, which will then ideally evolve into more opportunities within Morgan Stanley. 

The SRM Mandate
• Responsible for the overall Institutional Securities Group (ISG) relationship with the top 50 cross divisional clients      
• Own relationships with the “C-Suite” and senior individuals responsible for allocating the clients’ wallet
• Accountable for the Firm’s results with the client and our performance relative to budget
• Clients’ senior single point of contact at the Firm
• Goal to achieve top tier rank/share across targeted products
• Conduct detailed wallet share and balance of payment analysis
• Develop action plans in partnership with sales & trading to target wallet/revenue
• Capture new or under-penetrated sources of revenue including strategic mandates
• Partner with Investment Banking, Global Capital Markets, Wealth Management and other areas of the firm to maximize cross-divisional revenue opportunities
 
Responsibilities
• Work directly with Senior Relationship Managers in day-to-day management of Sales and Trading priorities
• Assist SRMs in prioritizing and staying on top of daily workflow streams and client driven requirements
• Prepare briefing memos for senior management to highlight current revenues and opportunities
• Create presentations to identify goals for each client and target where to achieve them
• Perform financial, strategic, and competitive analysis of multiple data sources and present it in a clear and concise manner
• Create and maintain meeting agendas and presentation materials for SRMs use internally and externally
 
Qualifications / Requirements
• 2-4 years of experience in financial services
• Proactive, organized planner with the ability to multi-task and prioritize numerous work streams
• Integrity and experience handling sensitive and confidential information
• Works effectively and collaboratively in a small, close team environment 
• Analytical thinker with a thoughtful approach to problem solving and data interpretation – very strong Excel skills
• Proficient in PowerPoint, Excel,
• High level of attention to detail 
• Strong proficiency in public markets with knowledge of private transactions
• Independent worker who can press forward with limited guidance
• Excellent written and verbal communication skills
• Presence and maturity in the company of senior management
• Ability to establish personal relationships and effectively navigate the Firm

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they 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. At Morgan Stanley, 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 exp