Equity Research Associate - Fintech & Payments
Morgan Stanley · New York, NY · 2 wk ago
Finance$150k–$200k/yrFull-time
Primary Responsibilities
- Create and maintain financial 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
- Monitor industry-related news flow and analyze implications for companies under coverage
- Develop and maintain relationships with investor relations personnel and management of companies under coverage
- Conduct industry diligence and primary research through surveys, expert conference calls, and various channel checks to evaluate industry trends
- Collaborate with cross-functional teams to produce larger industry reports
- Leverage all available resources to generate differentiated insights for writing research reports (company-specific or industry)
- Support internal sales and trading teams with timely analysis of sector breaking news
- Engage with institutional investors, responding effectively to in-depth questions and bespoke requests
Qualifications
- At least 2 years of professional experience in equity research, investment banking, and/or the fintech industry
- Experience using Excel to build and maintain three-statement financial models; advanced Excel proficiency is required
- Professional writing experience, including crafting equity research notes and developing industry reports
- Strong attention to detail is a must
- Ability to adapt quickly and work well under pressure
- High EQ, strong personal drive, energy, creativity, curiosity, organization, and a team-oriented mindset
- Strong PowerPoint skills are required
- Experience with Python is a plus but not required
- CFA is a plus
Pay
Expected base pay rates for the role will be between $150,000 and $200,000 per year for Associate, at the commencement of employment.
Benefits
Morgan Stanley offers a comprehensive range of benefits and perks, including:
- Employee benefits and perks tailored to the needs of our diverse workforce
- Opportunities for advancement within the firm
- Supportive and inclusive workplace culture
- Comprehensive training and development programs
- Flexible work arrangements
- Community involvement and volunteer opportunities
To learn more about Morgan Stanley’s benefits and perks, please visit: https://www.morganstanley.com/about-us/global-offices