Equity Research Analyst: Advanced Modeling & Insights

Morgan Stanley; New York (NY); On-site; USD 110,000 - 200,000; Full time

Job summary

Morgan Stanley's Equity Research team in New York seeks an Associate or VP-level analyst to build and maintain earnings, valuation, and industry models, and to write company-specific and industry research notes based on proprietary analysis. The role resides in our New York office.

Applicants should have strong financial modeling, advanced Excel, and the ability to interact with institutional investors; the role emphasizes rigorous analysis, data interpretation, and collaboration within a

Qualifications

• The ideal candidate will have 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
• Experience utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required.
• Candidates are expected to be adaptable and have the ability to work well under pressure.
• Ability to multitask and reprioritize a must
• Strong attention to detail is a must
• High energy, self-motivated, creative, curious, organized and strong focus on teamwork
• Strong experience in accounting is a plus
• CFA is a plus

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. 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 while maintaining analytical rigor, source verification, and quality control
• 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

Skills

Financial modeling

Excel proficiency

Analytical thinking

Communication

Presentation

Attention to detail

Multitasking

Teamwork

Education

CFA (preferred)

Job description

Morgan Stanley's Equity Research team in New York seeks an Associate or VP-level analyst to build and maintain earnings, valuation, and industry models, and to write company-specific and industry research notes based on proprietary analysis. The role resides in our New York office.

Applicants should have strong financial modeling, advanced Excel, and the ability to interact with institutional investors; the role emphasizes rigorous analysis, data interpretation, and collaboration within a