M

Morgan Stanley

Manages investments and advises on financing

Vice President, Research – Lead Prompt Engineer

Full-Time
No salary listed
Senior
Bachelor's
Mumbai, Maharashtra, India
In Person
Software EngineeringAI Application Engineering

About the job

Requirements
  • At least 5 years of relevant professional experience, preferably within financial services, including investment banking, investment research, asset management, financial technology, financial-data providers or aggregators, or related organizations.
  • Strong understanding of financial markets, financial analysis, and investment research workflows.
  • An academic background in finance, economics, business, computer science, engineering, or a related discipline; demonstrated finance expertise is required.
  • Strong hands-on Python capabilities.
  • A minimum of 2–3 years of practical experience with generative AI, large language models, prompt engineering, or related AI technologies.
  • Demonstrated ability to design, develop, test, and improve prompts and AI-enabled workflows.
  • Understanding of AI and large language model evaluation methodologies and the ability to translate evaluation concepts into practical testing frameworks.
  • Demonstrated project and/or product management experience.
  • Experience with data, data analytics, and usage/performance reporting.
  • Ability to translate business requirements into functional and technical requirements.
  • Written and verbal communication skills, including the ability to communicate technical AI concepts to non-technical audiences.
  • Stakeholder-management and relationship-building capabilities.
  • Ability to operate effectively and independently in the business environment.
  • Demonstrated ability to manage multiple priorities and initiatives in a complex, global organization.
Responsibilities
  • Oversee development of regional, department-wide, sector- or industry-specific, asset-class-specific, team-specific, and analyst-specific solutions across supported AI tools and platforms.
  • Identify, solicit, collect, and document business problems, ideas, and AI use cases.
  • Translate business needs into clear functional and technical requirements.
  • Assess feasibility, value, risk, scalability, and suitable implementation approaches.
  • Design and develop AI-enabled solutions, workflows, prompts, and prototypes.
  • Develop and refine prompts and prompting strategies for centrally developed and deployed AI products.
  • Design and execute appropriate testing and evaluation methodologies.
  • Validate solutions for quality, reliability, usability, and compliance with applicable requirements.
  • Coordinate solution deployment and implementation.
  • Provide or coordinate ongoing production support, maintenance, enhancement, and optimization.
  • Ensure appropriate lifecycle management of AI assets, including ownership, documentation, versioning, monitoring, review, and retirement where applicable.
  • Promote reusable and scalable solutions for common needs to reduce unnecessary duplication of AI assets across Research teams.
  • Build and maintain relationships with Asia Pacific and Japan Research coverage teams to understand their workflows, priorities, challenges, and AI opportunities.
  • Establish a sustainable process for soliciting, documenting, retaining, assessing, and prioritizing AI requirements and use cases surfaced by Research teams globally.
  • Develop and maintain a transparent regional, department-wide roadmap for AI enablement initiatives.
  • Execute the agreed roadmap and communicate priorities, dependencies, progress, and changes to stakeholders.
  • Develop a prioritization framework incorporating expected business value, user reach, implementation effort, technical feasibility, risk, strategic alignment, and potential for reuse.
  • Follow legal, compliance, risk, information-security, and AI governance processes required to introduce new AI assets and capabilities into Global Research.
  • Partner with firmwide modeling, governance, and control teams to ensure compliance with applicable firmwide generative AI, model, data, and technology requirements.
  • Ensure required evaluations, approvals, controls, and documentation are completed and maintained.
  • Communicate relevant requirements and restrictions clearly to Research users and stakeholders.
  • Embed governance, control, data-handling, entitlements, and appropriate human-review considerations into AI solution design from inception.
  • Maintain documentation and auditability of AI enablement activities, decisions, evaluations, and approvals.
  • Coordinate closely with firmwide technology teams responsible for AI platforms, infrastructure, and tool rollouts.
  • Partner with technology development leads on the design and development of technology-built and supported AI assets.
  • Work with technology teams to develop tools, utilities, software, and infrastructure required to support the AI Enablement team's activities.
  • Collaborate with development, data, modeling, technology support, analytics/reporting, and other teams engaged in related AI initiatives.
  • Coordinate with similar AI and enablement teams across Morgan Stanley's Institutional Technology organization to share knowledge, standards, solutions, and best practices.
  • Bridge Research users and technical teams by translating investment-research requirements into actionable technology requirements and technical capabilities into practical Research applications.
  • Identify opportunities to reuse firmwide technology and AI capabilities before initiating duplicative development.
  • Collect, analyze, and report usage data for AI Enablement-supported tools, features, solutions, and initiatives.
  • Monitor adoption patterns and identify opportunities to improve utilization and user experience.
  • Use data and user feedback to inform roadmap priorities, training needs, solution enhancements, and tool-selection strategies.

About the company

Morgan Stanley advises companies and governments on financing and manages investments for institutions, individuals, and families. Its business combines investment banking and securities trading with wealth management and an asset-management division that invests across public and private markets. Bankers arrange stock and bond sales and advise on mergers, while advisors build client portfolios and fund managers invest money under agreed strategies. The firm earns advisory and management fees, trading revenue, commissions, and interest from lending and deposits. Morgan Stanley was founded as a partnership in 1935 and is headquartered in New York City.

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

  • Business activity supports expansion: Morgan Stanley reported $21.3 billion quarterly revenue in July 2026, versus $16.8 billion a year earlier.
  • Dallas careers have a future pipeline: Morgan Stanley announced plans for 3,800 jobs by 2035 in September 2026.
  • Recurring fees anchor wealth management: asset-management fees supplied 59% of Morgan Stanley Wealth Management's 2025 revenue.

What critics are saying

  • Staff stability is uneven: Reuters reported Morgan Stanley cut 2,500 jobs across divisions in March 2026, excluding financial advisors.
  • Falling markets squeeze fees: Morgan Stanley bases wealth and asset-management fees on client portfolio values.
  • Asset-manager inflows weakened: Morgan Stanley reported $7.5 billion long-term net flows in July 2026, versus $12.2 billion a year earlier.

What makes Morgan Stanley unique

  • Retail clients choose their service level: Morgan Stanley combines E*TRADE trading with virtual and dedicated financial advisors.
  • Workplace investing has dedicated infrastructure: Morgan Stanley runs Shareworks and E*TRADE stock-plan platforms for customer employees.
  • Specialist investing extends its reach: Morgan Stanley owns portfolio-customization firm Parametric and responsible-investing firm Calvert.

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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

Company News

Yahoo Finance
Oct 15th, 2026
Morgan Stanley falls 3% despite 12% revenue growth to $20.3B as Cramer blames inflation fears

Morgan Stanley (MS) shares fell nearly 3% on Wednesday, even after third-quarter revenue rose 12% to $20.3 billion from $18.2 billion a year earlier and beat forecasts. Goldman Sachs also beat estimates, yet it lost another 1.5%. CNBC host Jim Cramer blames worries about sticky inflation and climbing rates, not weak results. "It's not easy to own these bank stocks right now," he said. Institutional Securities revenue grew 18% to $10 billion, while fixed income fell 7%. Wealth management revenue rose 10%, and client assets reached a record $10.5 trillion. Cramer said a resolution to the war in Iran could cool inflation and give the Federal Reserve room to hold off on rate hikes.

Yahoo Finance
Oct 14th, 2026
Morgan Stanley bets on people over AI as Q3 revenue hits $20.3B

Morgan Stanley is taking a measured approach to AI while stressing the role of its people, chief executive officer Ted Pick told analysts on Wednesday. "It's a people business," he said of wealth management, adding that AI can "do a lot of the early work" but clients ultimately ask, "do I trust my financial advisor?" The bank lends capital for the AI buildout and uses the technology internally to boost scale and efficiency. Its wealth unit has worked with OpenAI since at least 2023. Third-quarter net revenues rose to $20.3 billion from $18.2 billion a year earlier. Net income was $4.9 billion, up 6.5%, and earnings per share were $3.03, above the $2.92 analysts expected. Wealth management posted record revenues of $9.1 billion, and net new assets reached $232 billion, up 187%.

Yahoo Finance
Oct 14th, 2026
Morgan Stanley wealth arm draws record $232B in new assets as IPOs lift profit

Morgan Stanley's third-quarter profit rose as equity traders beat analysts' estimates and its wealth arm drew a record $232 billion in net new assets. Net income was $4.97 billion, up from $4.66 billion a year earlier. Half of the new assets were tied to initial public offerings (IPOs). The firm's bankers worked on some of the year's biggest listings, including SpaceX, a customer of its workplace channel. Stock-trading revenue reached $5.8 billion, against expectations of $4.9 billion. Total trading revenue was $7.81 billion, compared with expectations of $7.31 billion. Wealth management revenue rose to $9.1 billion from $8.2 billion a year earlier. Investment banking net revenue was $2.16 billion, up from $2.11 billion. Shares advanced 0.5% in early New York trading.

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Oct 13th, 2026
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Financing round led by Fidelity and T. Rowe Price funds underscores vast opportunities to bring Inscripta’s technology to the broader bioeconomy.

MarketScreener
Oct 13th, 2026
Accelevation secures $650M credit facility, cutting borrowing costs to SOFR plus 1.50%-2.50%

Accelevation Holdings Corp. (Nasdaq: ACCV) has signed a new $650 million senior secured credit agreement. It replaces the credit facilities the company set up before its initial public offering. The deal includes a $400 million revolving credit facility and a $250 million Term Loan A, both maturing in 2031. Pricing is Term Secured Overnight Financing Rate (SOFR) plus 1.50% to 2.50%, down from SOFR plus 4.50% to 5.25%. "The new facilities extend our maturity profile, reduce our borrowing costs, and provide flexibility to continue investing in our business," said chief financial officer Ken Krause. Bank of America, N.A. acted as administrative agent and collateral agent. The Miamisburg, Ohio-based company designs, manufactures, and installs systems for mission-critical infrastructure.