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Morgan Stanley

Morgan Stanley

Global financial services; wealth management

Associate ISG Equity Operations

Full-Time
$65k - $102.5k/yr

+ Commission + Incentive Compensation + Discretionary Bonuses

Mid
New York, NY, USA
In Person

On-site in New York, New York.

Company Does Not Provide H1B Sponsorship

About the job

Requirements
  • At least 2 years' relevant experience would generally be expected to find the skills required for this role
  • Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision
  • Culture carrier across Operations, embracing the Firm's core values
  • Ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven environment while maintaining strong attention to detail
  • Proficiency in Microsoft Excel, including the ability to analyze data, track transactions, and support reporting and reconciliation processes
  • Experience leveraging automation tools or emerging technologies, including AI-enabled tools, to improve efficiency, accuracy, and workflow scalability
  • Strong written and verbal communication skills with experience managing high-volume email correspondence and coordinating across multiple internal and external stakeholders
  • Ability to effectively manage time and workload, prioritize competing requests, and meet critical regulatory and business deadlines
Responsibilities
  • Execute and support GCM debt syndicate transactions, managing key activities from pre-pricing through closing and settlement
  • Prepare, review, and submit regulatory filings to ensure accuracy, timeliness, and compliance with firm and regulatory requirements
  • Maintain close coordination with syndicate desks, banking teams, Legal, Compliance, and external parties to support seamless deal execution
  • Contribute to workflow enhancements and process improvement initiatives aimed at increasing efficiency, scalability, and risk controls
  • Recognize risk in day to day processes, identify key issues, and contribute to process improvements and control enhancements
  • Build relationships within the team and with internal stakeholders, sharing knowledge to support strong team outcomes
  • Analyze and reconcile account activity to identify, investigate, and correct position and balance discrepancies

About the company

Morgan Stanley is a global financial services firm offering investment banking, securities, wealth management, and investment management services to individuals, families, institutions, and governments. It helps clients raise, manage, and distribute capital through advisory services, asset management, trading, and financing activities, with revenue from advisory fees, asset management fees, trading commissions, and interest income. The company differentiates itself through its large, worldwide platform that provides a full suite of services across markets and client segments, a focus on client needs and long-term relationships, and a strong emphasis on institutional expertise and capital markets capabilities. Its goal is to help clients achieve their financial objectives by delivering tailored financial solutions and maintaining enduring client partnerships.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1935

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Simplify's Take

What believers are saying

  • July 15, 2026, record $21.3 billion revenues proved strong trading and advisory momentum.
  • Morgan Stanley backed A5X in 2026, gaining Brazil exchange optionality before its 2027 launch.
  • June 9, 2026, Pick said wealth management and asset management remain acquisition targets.

What critics are saying

  • OpenAI's September 2026 product is also available to eligible institutions, limiting Morgan Stanley's advantage.
  • April 15, 2026, CFO said Basel changes only flat or modestly lower capital requirements.
  • AI copilots from OpenAI can commoditize junior-banker workflows, squeezing Morgan Stanley's fee moat by 2027.

What makes Morgan Stanley unique

  • Sept. 10, 2026, OpenAI named Morgan Stanley a design partner for ChatGPT for Financial Services.
  • 2Q 2026 wealth management generated $8.9 billion and $148 billion net new assets.
  • Morgan Stanley keeps elite advisory reach, booking $2.4 billion investment-banking revenue in 2Q 2026.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Mental Health Support

Wellness Program

Company News

MarketScreener
Sep 17th, 2026
Agree Realty Announces Pricing of $400 Million of 5.650% Senior Unsecured Notes Due 2036

Inclusive of Prior Hedging Activity, the All-In Interest Rate of the Notes is 5.36% ...

TipRanks
Sep 15th, 2026
Capital One completes $1.7B senior notes offering in two tranches maturing 2032 and 2037

Capital One Financial has completed a €1.5 billion public offering of fixed-to-floating rate senior notes. The offering consists of two tranches maturing in 2032 and 2037, with coupons of 4.326% and 4.832% respectively. The notes were sold through an underwriting syndicate including Barclays Bank, Deutsche Bank, Goldman Sachs, Morgan Stanley and Capital One Securities. They were issued under existing senior indenture arrangements and registered under the Securities Act of 1933. Capital One entered into a paying agency agreement with The Bank of New York Mellon's London branch to administer payments on the euro-denominated securities. The transaction provides Capital One with continued access to international capital markets and diversifies its funding base through long-dated euro senior notes.

OrbiMed
Sep 15th, 2026
Disc Medicine prices upsized $137M public offering at $49 per share

Disc Medicine, a clinical-stage biopharmaceutical company focused on treatments for hematologic diseases, has priced an upsized public offering of common stock and pre-funded warrants. The company is selling 2,595,919 shares of common stock at $49.00 per share and pre-funded warrants to purchase 204,081 shares at $48.9999 per warrant. The offering is expected to generate gross proceeds of $137.2 million before expenses. Disc has also granted underwriters a 30-day option to purchase an additional 420,000 shares. The offering is scheduled to close on 16 June 2023. Disc intends to use the proceeds to fund research and clinical development of its product candidates, as well as for working capital and general corporate purposes. Morgan Stanley, SVB Securities, Stifel and BMO Capital Markets are acting as joint book-running managers.

Minichart
Sep 14th, 2026
First Citizens BancShares raises $300M in 7.5% perpetual preferred stock

First Citizens BancShares has raised $300 million through a public offering of perpetual preferred stock. The bank issued 300,000 depositary shares at $1,000 each, with net proceeds of approximately $297 million after underwriting costs. The Series F preferred stock pays a fixed 7.5% annual dividend until September 2031, after which it converts to a floating rate tied to the five-year Treasury rate plus 2.894%. The stock is perpetual and non-cumulative, with no required redemption date. The offering adds $300 million in Tier 1 capital but creates a senior claim ahead of common shareholders on dividends and liquidation. If First Citizens misses a full quarterly dividend, it generally cannot pay dividends on or buy back common stock during the next period. The underwriting syndicate included Morgan Stanley, BofA Securities, J.P. Morgan Securities, and Wells Fargo Securities as lead bookrunners.

Sidley Austin
Sep 14th, 2026
Sidley Represents American Healthcare REIT in US$819 Million Common Stock Offering | News | Sidley Austin LLP

Sidley represented American Healthcare REIT, Inc. (AHR), a publicly registered healthcare REIT, in AHR’s US$819 million forward public offering of 15,237,500 shares of common stock, which includes 1,987,500 shares issued pursuant to the underwriter’s full exercise of its option to purchase additional shares. In connection with the offering, AHR entered into forward sale agreements with Morgan Stanley & Co. LLC, Citibank, N.A., and KeyBanc Capital Markets Inc. (or affiliates thereof) with respect to the shares being offered.