morgan stanely is ainvestment

3.  Morgan Stanley is one of the world's top
financial services companies.
 And a leader in investment banking,
private wealth management, bonds and
stock trading.
Founded: September 5, 1935
Founders: Henry Sturgis Morgan, Harold Stanley
Headquarters: New York City, NY, United States of America
CEO: James P. Gorman

4.  The vision of Morgan Stanley
was developed by John Mack
and his top executive team.
 the world’s best investment
bank and the Firm of choice
for our clients, our people,
and our shareholders.
 Succeed by exceptional
performance.
 Our goal is to increase the
market share.

5. PAUL NASR:
 Paul Nasr was a very highly
regarded banker.
 With more than 20 years of
experience in Capital Market
Services.
 Credited with building a
formidable capital markets
business.
ROB PARSON:
 A recruit of Paul Nasr.
 A young banker who is
positioned as market
coverage professional
 Strong reputation and
relationship with important
players.
 Experience of lucrative field
 Highly marketable and
enthusiastic about the
opportunities

6. STRENGTH
1. 20 years of
experience
2. High regard
WEAKNESS
1. Always treated
Rob gently with kid
gloves.
2. Less experienced
in Morgan Stanley
OPPORTUNITY
1. Leadership
2. Delivering the
capital market
services to the
banks and
insurance
THREAT
1. Fear of loosing
Rob Parson
2. Fear of group
members that Paul
is acting as
protector or as a
God Father

7. STRENGTH
10years of experience
Strong revenue
producer
Sharp tongued
And proven track record
in financial services
Strong relationship.
Strong reputation
He can create a need
WEAKNESS
Difficulty to adjust
Impatient
Skeptical
Self- Denial
Lack of team player
skill
Insincere
OPPORTUNITY
To become managing
director
THREAT
Not adaptable to One
Firm Firm vision
Aggressive Behaviour

8. 360 Degree Feedback – Evaluations were performed by
superiors, subordinates, peers, and internal clients, which
enabled employees to receive a more wholesome feedback
on their performance.
Implemented by John Mack.

10. To provide comprehensive
developmental feedback so
that employees could
continue to improve their
skills in four areas:
Market/Professional Skills;
Management and
Leadership effectiveness;
Commercial Orientation; and
Teamwork/One Firm
Contribution.

11.  Passion
 Determination
 Talent
 Self-discipline
 Humility
 Trust
 Communication
 Hard work

12. Parson should be up for
promotion because:
 Morgan Stanley had an ‘Up or
Out’ promotion system with
steep hierarchy.
 Next option is to fire him and if
he is fired it would be great
loss to the firm.
 Made significant gains in
building Morgan Stanley’s
reputation and revenues.
 Securing force time business
with more than 10 clients and
brought Morgan Stanley from
10th position to 3rd.

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14. SOURCE:
CASE STUDY
INTERNET
SUBMITTED BY: Avinash Kumar