Equity Research Associate - Asset Managers, Brokers and Exchanges

About the role

Morgan Stanley Investment Research is uniquely committed to being an essential part of our clients' investment process. We strive to be the sell-side research provider that best understands the buy side. The Equity Research department is responsible for researching macroeconomic and microeconomic conditions, along with company fundamentals. The Brokers, Asset Managers & Exchanges team within Equity Research is looking for a strong Associate or VP-level team member to join.

Responsibilities

• Creation and maintenance of earnings, valuation and industry models leveraging skills in accounting, finance and economics
• Assist in writing research reports for initiations of coverage, analysis of data, earnings results, and industry news
• Interest in and ability to leverage all available resources to create differentiated content for writing research reports (company-specific or industry)
• Interact with institutional investors, responding to requests for models, reports and data analysis
• Keep abreast of industry-related news flow and analyze implications of news/industry developments to companies under coverage
• Develop and maintain relationships with investor relations personnel and management of companies under coverage
• Adopt and apply AI-enabled research tools judiciously to accelerate information gathering, model maintenance, data analysis, and workflow execution
• Conduct industry diligence and primary research through surveys, expert conference calls, and various channel checks to evaluate industry trends
• Assist internal sales and trading teams in the timely analysis of breaking news in the sector

Qualifications

• At least 2 years of experience in a Financial Services Capacity— Investment Banking, Capital Markets, Research, Consulting, Finance, Accounting preferred
• Outstanding financial modeling and analytical skills, writing, client communications, and presentation delivery
• Advanced level of Excel proficiency is expected and required
• Ability to adapt and work well under pressure, multitask and reprioritize
• Strong attention to detail, high energy, self-motivated, creative, curious, organized and strong focus on teamwork
• Strong experience in accounting is a plus, CFA is a plus

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. Our values 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.

Pay

Expected base pay rates for the role will be between $110,000 and $125,000 per year for Analyst, and between $150,000 and $200,000 per year for Associate, 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.

Benefits

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.