Investment Banking Operations Officer (Vice President / Executive Director) - New York

About this role

We are looking for an Investment Banking Operations Officer to join our Investment Banking Division. The successful candidate will play a critical role in supporting the day-to-day operations of one or more designated coverage groups, driving strategic initiatives, talent development, business management, and operational excellence. This is a highly visible role that partners closely with senior bankers, Human Resources, and Investment Banking Management to ensure the effective execution of business priorities while fostering a collaborative, high-performing culture.

The Operations Officer serves as a trusted advisor to group leadership, balancing strategic analysis and planning with hands-on execution across business management, talent initiatives, recruiting, compliance, and team operations. This role offers the opportunity to influence the development of our people, improve operating processes, and contribute meaningfully to the long-term success of the franchise.

You will: (Key Responsibilities) • Drive business management initiatives, including budget oversight, revenue tracking, headcount analysis, strategic planning, and preparation of business reviews. • Coordinate talent management processes, including performance reviews, calibration sessions, feedback delivery, training programs, promotions, and employee development initiatives. • Partner with recruiting teams and business leadership to support campus recruiting, lateral hiring, onboarding, and placement of junior professionals. • Work closely with staffing officers and senior management to monitor team utilization, workload balance, and resource allocation across the business. • Lead the planning and execution of internal meetings, leadership forums, team-building activities, client events, and other strategic initiatives. • Partner with Compliance and Legal to support regulatory requirements, supervisory responsibilities, approvals, policy adherence, and risk management activities. • Identify opportunities to improve operational processes, leverage technology, and implement best practices that enhance efficiency across the business.

You have: (Must-have skills and qualifications) • 8+ years of relevant experience in financial services, business management, operations, talent management, or a related field. • Strong organizational, analytical, and project management skills with the ability to manage multiple priorities simultaneously. • Excellent interpersonal and communication skills, with experience coordinating cross-functional initiatives and building trusted relationships with senior stakeholders. • Demonstrated ability to exercise sound judgment, maintain confidentiality, and manage sensitive information with professionalism. • Ability to translate business priorities into actionable change initiatives, partnering with stakeholders to implement new processes and drive adoption. • Proficiency in Microsoft Office, particularly Excel and PowerPoint, with experience synthesizing data into executive-ready business reporting. • Working knowledge of AI tools and concepts, with the ability to apply them responsibly to enhance productivity, analysis, and business decision-making. • Bachelor's degree or equivalent experience.

Company Profile: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success.  Together, we share a common set of values rooted in integrity, excellence and strong team ethic.  Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile: Morgan Stanley is a worldwide leader in investment banking and is one of the top firms in mergers and acquisitions (M&A), underwriting of equity and equity-related transactions, corporate debt issuance, and high-yield debt financing. With professionals in 30 countries, we are consistently recognized for our performance in both traditional and innovative financing techniques, helping a wide range of clients around the world to make and execute decisions about their business strategy and financial structure.

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 https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $250,000 and $275,000 per year for a Vice President, and between $275,000 and $300,000 per year for an Executive Director, at th

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