Lauren H. Archer
Vice President at Morgan Stanley | Banking & Finance | UHNW Client Strategy
- Role
- Vice President, Business Development Manager at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Lauren H. Archer
Finance professional with 5+ years of experience advising ultra-high-net-worth (UHNW) individuals and families, while also partnering internally on strategic initiatives using an institutional approach to banking, investments, and balance-sheet strategy. Currently a Vice President at Morgan Stanley, where I partner with advisors and senior stakeholders to support complex, multi-asset client structures and long-term capital planning.My background spans private banking, investment analysis, and strategic product initiatives, with hands-on experience in portfolio construction, risk assessment, liquidity management, and cross-functional execution.I’m known for being analytical, relationship-driven, and execution-oriented, with a strong appreciation for discretion, ownership, and thoughtful long-term decision-making- Select Skills:• Technical - Advanced Microsoft Excel & PowerPoint; FactSet; Morningstar Advisor; Salesforce CRM; Tableau; R; Stata• Investment & Analytical - Portfolio Construction; Asset Allocation; Risk Management; Investment Research; Quantitative Analysis; Financial Modeling; Capital Structure & Balance-Sheet Analysis• Strategy & Execution - Institutional Decision Frameworks; Cross-Functional Leadership; Executive Communication; Strategic Planning; Project Management• Languages - Spanish (highly proficient)Connect with me: l••••••••@gmail.com
Experience
Vice President, Business Development Manager
Jan 2026 — Present · New York, NY, US
Advise on liquidity planning, balance-sheet strategy, and capital structuring using an institutional framework tailored to complex UHNW client relationships with exposure to corporate capital structure and treasury dynamics• Lead and contribute to firm-wide strategic initiatives across deposits, lending, and investment-adjacent solutions, partnering closely with senior leadership• Translate complex financial, market, and structural considerations into clear frameworks that support long-term client and platform decision-making• Operate cross-functionally across banking, investments, and operations to design and execute bespoke solutions for evolving client needs
Education
Ransom Everglades School
High School Diploma
Dartmouth College
Bachelor's Degree
Universidad Complutense de Madrid
Study Abroad
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