What are the responsibilities and job description for the Investment Banking Insurance Associate / Vice President - New York position at Morgan Stanley?
Our New York office is seeking talented investment bankers at the Associate or Vice President level to join Morgan Stanley’s leading Insurance Investment Banking coverage team - with a core focus on Life/Annuity and P&C carriers. This role offers the opportunity to operate at the forefront of consolidation, capital optimization, and strategic transformation across the insurance industry. Successful candidates will work with large, blue-chip insurers on a wide range of complex transactions, including M&A, IPOs, private capital raises, debt financings, and other strategic advisory engagements. The team benefits from a consistent, high volume of executed deal flow, providing hands‑on transaction exposure.
We work closely with insurance firm C‑suite executives to deliver best‑in‑class strategic advice and execution, leveraging Morgan Stanley’s full global platform and deep relationships across insurance, asset management, and capital markets. The role involves close collaboration with industry and product partners and offers a unique opportunity to build deep sector expertise, execution credentials, and long‑term client relationships. We pride ourselves on maintaining a strong culture and making meaningful investments in the career development of our team.
Qualifications
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 $150,000 and $225,000 per year for an Associate, and between $250,000 and $275,000 per year for a Vice President, 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: https://www.morganstanley.com/people-opportunities/eeo.
We work closely with insurance firm C‑suite executives to deliver best‑in‑class strategic advice and execution, leveraging Morgan Stanley’s full global platform and deep relationships across insurance, asset management, and capital markets. The role involves close collaboration with industry and product partners and offers a unique opportunity to build deep sector expertise, execution credentials, and long‑term client relationships. We pride ourselves on maintaining a strong culture and making meaningful investments in the career development of our team.
Qualifications
- Proven track record of working in Investment Banking, M&A, Corporate Finance, Strategy, or other finance-related fields
- Successful experience dealing with complex transactions in a fast-paced environment
- High level of motivation, commitment, work quality, and attention to detail
- Collaborative approach and ability to work effectively in small, high‑performing teams
- Strong commercial judgment and ability to perform under pressure and tight deadlines
- Excellent written and verbal communication skills, with comfort interacting with senior clients
- Strong capabilities in financial statement analysis, modeling, and valuation
- Bachelor’s degree required; an MBA and/or CFA designation a plus
- Series licensing or must obtain
- Experience in the Life/Annuity and/or P&C sector would be an asset
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 $150,000 and $225,000 per year for an Associate, and between $250,000 and $275,000 per year for a Vice President, 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: https://www.morganstanley.com/people-opportunities/eeo.
Salary : $150,000 - $225,000