Equity Research - Analyst 2, Financials (Mexico)

142 MS Mexico, Casa de Bolsa S.A.; Ciudad de México; On-site; MXN 350,000 - 550,000; Full time

Job summary

Morgan Stanley is seeking a motivated analyst to support investment research. You will access databases, update financial models, and develop proprietary insights to inform investment conclusions.

You will present findings clearly to the team and clients, monitor markets, and prepare reports and presentations that communicate the firm’s views. The role requires strong quantitative skills, advanced Excel proficiency, and an advanced level of English.

Qualifications

• Bachelor's degree in a quantitative, economic, financial, or related field.
• Minimum of 1-2 years of relevant experience in related areas.
• CFA is a plus, but not required.

Responsibilities

• Access public and proprietary databases to gather relevant information.
• Update, maintain, and refine proprietary financial models to support investment conclusions.
• Collect and analyze information to develop proprietary research and investment insights.
• Present key information in clear and easily interpretable formats for the team.
• Monitor financial news and relevant publications to identify events that may impact investment recommendations, and communicate findings in a timely manner.
• Prepare reports and update presentations to communicate the team's investment views to clients.
• Develop charts and visualizations using proprietary databases and financial models.
• Ensure the quality, consistency, and formatting of presentation materials.

Skills

Financial analysis

Quantitative skills

Excel proficiency

English fluency

Market knowledge

Proactive attitude

Curiosity about industries

Education

Bachelor's degree in quantitative/financial field

Job description

Main responsibilities / Key Responsibilities

Access public and proprietary databases to gather relevant information. Update, maintain, and refine proprietary financial models to support investment conclusions. Collect and analyze information to develop proprietary research and investment insights. Present key information in clear and easily interpretable formats for the team. Monitor financial news and relevant publications to identify events that may impact investment recommendations, and communicate findings in a timely manner. Prepare reports and update presentations to communicate the team's investment views to clients. Develop charts and visualizations using proprietary databases and financial models. Ensure the quality, consistency, and formatting of presentation materials.

Required Skills, Experience, and Education

Strong financial and quantitative analytical skills. Advanced mathematical and analytical capabilities. Advanced proficiency in Microsoft Excel. Advanced level of English. Knowledge of financial markets. Proactive attitude. Curiosity and a genuine interest in learning about industries and publicly traded companies.

Qualifications

Bachelor's degree in a quantitative, economic, financial, or related field. Minimum of 1-2 years of relevant experience in related areas. CFA is a plus, but not required.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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. We're committed to bringing passion and customer focus to the business. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions- and in the ability of capital to work for the benefit of all society. What We Do