Equity Research – Analyst/Associate, Utilities & Clean Tech Associate (New York)

Morgan-Stanley; Town of Islip (NY); Presencial; USD 110 000 - 125 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive benefits

Diversity & inclusion

Career development

Resumo da oferta

Morgan Stanley's Equity Research team in New York is seeking an Analyst/Associate to build financial models, analyze energy and utilities sectors, and translate data into actionable stock calls. You will collaborate with cross-functional teams to produce industry reports and engage with investors.

The role emphasizes rigorous analysis, client-facing communication, and the use of AI-enabled tools to streamline research while ensuring data integrity and sound judgment.

Qualificações

• 2–5 years of professional experience in equity research or investment banking, including exposure to energy sectors.
• Strong financial modeling skills using Excel and integrated reasoning with accounting data.
• Excellent written and verbal communication, with ability to present analysis clearly to clients.
• Experience with energy or utilities sectors is preferred.
• Familiarity with AI-enabled research tools and data sources to accelerate analysis.

Responsabilidades

• Create and maintain comprehensive financial and industry models.
• Translate company, industry, sector, market data into insightful research reports with clear investment theses.
• Develop and maintain relationships with company management, IR teams, and investors.
• Respond to questions from institutional investors and support sales/trading with timely analysis.
• Collaborate on cross-functional thematic reports spanning autos, tech, utilities, and policy areas.

Conhecimentos

Financial modeling

Excel proficiency

Written & verbal communication

Investor relations

AI-enabled research tools

Formação académica

Bachelor's degree in Finance/Accounting

Ferramentas

Excel

PowerPoint

Descrição da oferta de emprego

ResearchMorgan 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. Through relevant and timely conversations with leading investors, we focus resources on risk-reward essentials: identifying the investor debates, assessing the potential outcomes, and uncovering the evidence our clients need to validate their investment decisions. Our equity analysts cover some 3,000 stocks; our economists, strategists and fixed income analysts cover all major regions and other asset classes around the globe.Equity ResearchThe Equity Research department is responsible for researching macroeconomic and microeconomic conditions, along with company fundamentals. It also collects and analyses financial information to make investment recommendations on stocks in specific sectors. Research analysts build financial models to explore alternative scenarios, examine industries and communicate with companies and investors. Equity Research team members discuss their analysis and investment recommendations in research notes. A career in investment research at Morgan Stanley demands a commitment to excellence and a passion for the markets as well as the highest level of integrity.We are seeking an Analyst-level or Associate-level individual to join our Clean Energy & Utilities Research Team in New York CityCreate and maintain financial and industry models, leveraging skills in accounting, finance, and economicsTranslate company, industry, sector, market, and alternative data into insightful research reports with clear investment debates, differentiated conclusions, and actionable stock callsCollaborate with cross-functional teams to produce larger industry and thematic reports, including research spanning Autos, Thematic, Tech/Data Centers, Industrials, E&P, Midstream, and PolicyDevelop and maintain relationships with management of companies under coverage, investor relations personnel, industry specialists, and other key opinion leadersEngage with institutional investors by responding to in-depth questions, addressing bespoke requests, and helping communicate the team’s highest-conviction viewsSupport internal sales and trading teams with timely analysis of sector breaking newsAdopt 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 controlConduct industry diligence and primary research through surveys, expert conference calls, and channel checks to evaluate industry trendsThe candidate will have 2 to 5 years of professional experience in Finance or Accounting2–5 years of professional experience in equity research or investment banking, including significant experience with the clean energy or the utilities sectorsProven experience using Excel to build and maintain financial models; advanced Excel proficiency is requiredStrong written and verbal communication skills, with the ability to present analysis clearly, defend conclusions, and contribute positively in client-facing discussionsDemonstrated interest in public markets and a genuine curiosity about what drives stock performance, investor debates, and valuationComfort adopting AI-enabled tools and new technologies to improve research efficiency, with the judgment to verify outputs, protect data integrity, and apply tools appropriatelyDemonstrated strong attention to detail and commitment to accuracyAbility to adapt quickly and work well under pressureHigh EQ, strong personal drive, intellectual curiosity, organizational discipline, and a team-oriented mindsetCFA designation or progress toward CFA preferredWHAT YOU CAN EXPECT FROM MORGAN STANLEY:At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.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, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .