Strategy Associate – Family Office

Position Summary And Responsibilities

As an Associate on the Morgan Stanley Family Office Strategy team, the candidate will be responsible for working on the business’s most critical strategic questions, including topics such as growth, profitability, multi-year planning, technology investments, and competitive dynamics. This individual will join a team of high performers in identifying and sizing opportunities, assessing relevant industry trends, modeling key financial scenarios, and developing key recommendations to drive the group’s future success and competitive advantage.

The role requires a self-starter with strong communication and problem-solving skills, and the ability to work in a fast-paced and uncertain environment. The candidate must be a team player with strong communication and interpersonal skills, and the ability effectively collaborate with colleagues across a diverse range of functional groups. The candidate will be expected to assume full ownership of their assignments, assist in driving meaningful solutions, and effectively communicate their recommendations with the project team. Additionally, the candidate must be comfortable conducting independent research, building financial models, analyzing financial information, and preparing reports and presentations designed to provide insights and recommendations to senior management.

Key tasks the candidate will be expected to perform include:

• Work collaboratively in a high-performing team responsible for identifying, assessing, reporting, and capturing operational strategic and organizational business analysis and high-level initiative.
• Manage work streams by managing to deadlines and consulting with key partners across other groups within wealth management including but not limited to (Product, Legal, Risk, Compliance, Technology, WM Field)
• Complex data analyses to drive insights, conclusions, and recommendations (including financial modeling)
• Research and intelligence gathering on major and emerging competitors, including financial performance, growth drivers, positioning, products, and new initiatives
• Creating and delivering concise and effective presentations to communicate the business strategy across products, segments, and channels
• Presenting and participating in discussions with senior management

Requirements

• Bachelor’s degree with strong academic record.
• 3+ years of relevant post-undergraduate experience (e.g., top-tier management consulting firm, investment bank, or Fortune 500 corporate strategy team)
• Advanced knowledge of MS Office suite (Excel, Word, PowerPoint)
• Strategic thinker with strong analytical and problem-solving skills
• Data analysis experience with robust financial modeling skills
• Strong interpersonal, verbal, and written communication skills