Tech Banking Strategy & Operations Lead - Menlo Park, CA

This is a central role on the management team leading strategy execution & ideation and sales operations for the Global Technology Investment Banking team. The individual needs to have a deep understanding of how investment bankers originate business and have ability to strategize at a 30,000 foot level, while also being able to dive deep into data and be hands-on with driving action across the global group. 

The responsibilities include:

- Lead Tech Banking’s strategy and sales operations initiatives. Will be a data-centric driver of strategy within the Tech Banking management team that will analyze current gaps in Tech Banking’s coverage and instigate campaigns and actions to drive wallet share upwards. Be the central driver of “active management” within the group to ensure accountability.

- Support the Tech Banking Heads and COO with creating strategic focuses for the global Tech Banking team and translating this into content that will be shared with the division management and the broader Tech Banking team. Activities throughout the year include strategic business reviews with the Investment Banking Division Heads, running the global team strategy offsite, quarterly business update blasts, year-end Market Share Reviews, strategic lending updates, revenue forecasting, revenue analytics, personnel performance analysis, and more.

- Lead the generation of revenue and pipeline reports, as well as analyses to enable active management. Will identify white space opportunities to generate leads, understand which products/regions/sectors need additional focus and resources, and identify underprioritized accounts. Drive post-mortem analysis to identify patterns for why we are winning and losing, leveraging existing account management and CRM tools. Then create execution plans from that analysis and drive bankers to action on that plan and maintain continued accountability.

- Understand deal flow and priorities from the senior coverage bankers through frequent interactions to become a trusted value-added partner. Provide ideas and analysis to help them streamline their coverage efforts.

- Must have at least 4 years experience as a coverage banker with sales-focused mindset coupled with strong data/analytics capabilities.

- Strong project management skills and ability to aggressively drive actions by the team to completion.

- Autonomous, self-starter, high-level strategic mindset while having ability and desire to roll up sleeves and execute.

- Strong content creation and writing skills to create strategy decks and analysis that will be presented to senior management

- Strong communication skills and ability to connect with senior bankers. Collaborative mindset to work across the team and with division management.

- Familiarity with top private and public technology companies a plus.

- Comfortable leveraging technology and automation to scale efforts

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 145,000 and 250,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).