Senior Associate , COO Marketing Operations, IBD

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, 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.

The Investment Banking / Capital Markets business is looking for a Senior Associate for Marketing Operations to support marketing initiatives, with a primary focus on event & hospitality and email marketing strategy and analytics. The role is based out of Mumbai and requires working with the NY-based Investment Banking Marketing Team.

The successful candidate will support the Investment Banking Marketing team to enhance the frequency and depth of engagement with C-suite and Board members of clients, measure the impact of new initiatives, as well as optimize operational processes. This role is ideal for a highly organized, detail‑oriented professional with experience managing campaigns, working with data, and coordinating multiple stakeholders in a fast‑paced environment. The position provides an opportunity to participate in key strategic projects for the division and learn from senior executives. High performers may be eligible for internal mobility opportunities globally.

You will: (Key Responsibilities)

Event & Hospitality

• Manage and maintain the hospitality calendar, including tracking event access, ticketing, and inventory
• Coordinate banker outreach, client nominations, allocations, and RSVP tracking for client events
• Monitor and respond to inbound event and hospitality requests via shared mailboxes
• Prepare pre‑event materials (e.g., attendee lists, briefing documents)
• Track post‑event attendance and client engagement; support recap decks and performance summaries

• Support scalable email campaigns across Investment Banking / Capital Markets, including list management and execution
• Maintain and segment a large contact database
• Execute and support email distributions using Salesforce Marketing Cloud and other platforms
• Track and analyze campaign performance metrics
• Build recurring reports to inform ongoing improvements and best practices

• Bachelor’s degree from a reputable institution (marketing, finance, commerce, economics or data analytics)
• 2+ years of relevant experience in marketing operations, campaign management, analytics, media, events, and/or a related role
• Strong proficiency in Excel (data organization, tracking, basic analysis) and PowerPoint
• Highly organized with exceptional attention to detail and follow‑through
• Comfortable managing multiple workstreams and deadlines simultaneously
• Strong written and verbal communication skills
• Excellent interpersonal skills to collaborate effectively with global teams and senior management
• Analytical mindset with the ability to translate data into clear insights and summaries
• Experience with email marketing platforms (e.g., Salesforce Marketing Cloud) or willingness to learn quickly
• Background in financial services, investment banking, or professional services is a plus
• Interest in evolving beyond execution into more strategic marketing initiatives over time
• Team player with a strong work ethic and motivation to learn
• Ability to multi-task and thrive in a fast-paced environment
• Ability to quickly grasp key concepts and take ownership of deliverables
• Enthusiast of GenAI tools, with a focus on integrating them seamlessly into existing workflows

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.

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.