Equity Research - Latin America Financials (Bank & Non-Bank) Associate

About the role

Morgan Stanley Investment Research is dedicated to serving as an essential part of clients' investment processes. Our goal is to provide insights that help clients make informed decisions. We focus on understanding the risks and rewards associated with different investment opportunities.

Responsibilities

• Create and maintain earnings, valuation, and industry models using skills in accounting, finance, and economics.
• Write research reports for new coverage, analyze data, earnings results, and industry news.
• Leverage all available resources to create differentiated content for research reports (company-specific or industry).
• Interact with institutional investors, providing models, reports, and data analysis responses.
• Stay updated on industry-related news and its implications for companies under coverage.
• Develop and maintain relationships with investor relations personnel and company management.
• Conduct industry diligence and primary research through surveys, expert conference calls, and various channels to evaluate industry trends.
• Assist internal sales and trading teams in analyzing breaking news in the sector.

Requirements

The candidate must have 2 to 7 years of professional experience in Equity Research, Accounting, Investment Banking, Capital Markets, or the Banking Industry. Strong experience writing industry-related analysis for the global banking industry is required. Technical training in financial modeling, accounting, and valuations, as well as the ability to interpret macroeconomic developments, is preferred. CFA and/or CPA certification is advantageous. Spanish or Portuguese language proficiency is mandatory.

Qualifications

A bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related field is required. A master's degree is preferred.

Skills

Strong analytical skills, excellent communication skills, and the ability to work independently and as part of a team are essential. Proficiency in Microsoft Office applications is required.

Benefits

Morgan Stanley offers a comprehensive benefits package including health insurance, retirement plans, paid time off, and more. The company is committed to fostering a diverse and inclusive workplace.

Pay

Base pay for this role ranges from $150,000 to $200,000 annually, with individualized determination based on experience and performance.

Schedule

The role is based in New York, NY.