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Morgan Stanley

Manages investments and advises on financing

Associate – Banking

Investment BankingPosted on Nov 9
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • A Bachelor's degree in Economics, Finance, Business Administration, or a related field of study is required.
  • Two years of experience in the position offered, as an Analyst, or in a closely related occupation is required.
  • Two years of experience applying accounting principles to analyze income statements, balance sheets, cash flow statements, working capital, revenue trends, profitability, and leverage is required.
  • Two years of experience analyzing capital structure, cost of capital, financing alternatives, shareholder value creation, and transaction rationale is required.
  • Two years of experience performing valuation analyses using discounted cash flow, discounted equity value, public company trading comparables, precedent transaction, leveraged buyout, and sum-of-the-parts methodologies is required.
  • Two years of experience preparing merger models to assess pro forma ownership, accretion and dilution, purchase accounting adjustments, transaction synergies, financing assumptions, and impacts on earnings, leverage, and credit metrics is required.
  • Two years of experience drafting confidential information memorandums, management presentations, and teasers is required.
  • Two years of experience using Excel formulas, data tables, sensitivity analysis, scenario analysis, financial model auditing, and data organization techniques is required.
  • Two years of experience preparing financial analyses, valuation summaries, transaction overviews, board materials, and presentations with PowerPoint is required.
  • Two years of experience using virtual data room platforms, including Intralinks and Datasite, is required.
  • Two years of experience using S&P Capital IQ, Bloomberg, Mergermarket, and Deal Point Data is required.

Responsibilities

  • Provide financial advisory services related to mergers and acquisitions to clients.
  • Create transaction structures that address key concerns faced by clients.
  • Coordinate various parties to ensure the due diligence process follows proprietary Firm processes.
  • Perform financial and valuation analyses, including discounted cash flow, comparable companies, precedent transaction, leveraged buyout, and merger modeling.
  • Prepare marketing materials, including teasers, confidential investment memorandums, and management presentations.
  • Support senior stakeholders with investor outreach.
  • Leverage experience with cross-border transactions.

About the Company

Morgan Stanley

Manages investments and advises on financing

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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