E*TRADE from Morgan Stanley→
Integrated Firm Client Coverage - COO… at E*TRADE from… · New York
Entry LevelOn-siteFull-timeNew York, New York, United States of America$80k–$135k/yr
Skills
analytical skillsmicrosoft excelmicrosoft powerpointproject managementinvestment banking knowledgewealth management knowledgemulti-tasking
Job Description
Summary: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Integrated Firm Client Coverage (IFCC) team is responsible for identifying and facilitating cross-business opportunities, and the COO Team plays a critical role in the development, analysis, and execution of strategic initiatives.
Responsibilities:
- Strategic Initiatives: Project management and execution of IFCC strategic initiatives (e.g., large asset opportunities, supporting key client coverage, resource strategy and alignment, etc.) including collaboration across internal teams to ensure communication and alignment to Integrated Firm goals
- Management Reporting & Leadership Presentations: Creation of various presentations and talking points, including for internal meetings with senior leadership, conferences, and townhalls
- Business Management: Supporting key processes including budgeting, oversight of data analysis and reporting, memos and communications, recurring calls and agendas, select event and planning support, and meeting prep
Required Qualifications:
- 1-3 years related industry experience with a general understanding of Investment Banking and Wealth Management products and services
- Strong track record of academic and professional excellence and achievement
- Strong organizational, project management, and analytical skills
- Excellent verbal and written communication skills
- Outstanding attention to detail
- Self-starter who will take initiative, learn quickly and work independently
- High degree of professionalism, positive attitude, and good judgment
- Ability to multi-task and operate in a fast-moving environment
- Proficiency in Microsoft Word, Excel, and superior PowerPoint skills
Required Skills: Analytical skills, Microsoft Excel, Microsoft PowerPoint, Project management
Important Skills: Investment Banking knowledge, Wealth Management knowledge
Nice-to-Have Skills: Multi-tasking
Benefits: Some of the most attractive and comprehensive employee benefits and perks in the industry
Benefits
Some of the most attractive and comprehensive employee benefits and perks in the industry