Investment Banking Associate - Financial Institutions Group, Banks and Diversified Financials - New York

Morgan Stanley
New York, NY

Our New York office is seeking talented investment bankers at the Associate level to join Morgan Stanley’s leading Banks and Diversified Financials Investment Banking coverage team. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. The successful candidate will work closely with senior professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively.

Qualifications:

  • 3+ years of experience within the investment banking industry as an analyst and associate, or an MBA, with a proven track record working on executed deals across M&A and various industry sectors, with a strong focus and interest in banks / depositories 
  • In-depth understanding of the U.S. banking sector including comfort with analyzing and interpreting financial data 
  • Experience with M&A execution in the banks space and ability to conduct bank-specific analyses, including understanding of valuation methodologies as well as strong familiarity with industry data sources (e.g., SNL, Capital IQ, regulatory data, etc.)
  • Extraordinarily high level of motivation and commitment to working hard
  • Extraordinarily high level of focus on work quality and attention to detail
  • Strong technical as well as written and verbal communication skills 
  • Commercial instinct and ability to perform under pressure and tight deadlines
  • An MBA, CA and/or CFA designation would be an asset; Bachelor’s degree required
  • Series licensing or must obtain

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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 experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Expected base pay rates for the role will be between $150,000 and $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: .

Posted 2026-06-24

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