Equity Research Analyst: Modeling, Reports & Investor Impact

Socket.dev; 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 candidate to develop and maintain financial models, write company-specific and industry notes, and interact with institutional investors. The role emphasizes rigorous analysis, data-driven content, and collaboration with sales and trading teams.

Ideal candidates have 2+ years in financial services, strong Excel skills, and a passion for equity research.

Qualifications

• At least 2 years of experience in a Financial Services capacity.
• Outstanding financial modeling and analytical skills, writing, client communications, and presentation delivery.
• Advanced Excel proficiency for building/maintaining financial models.
• Ability to work under pressure and manage multiple tasks.
• Strong attention to detail and teamwork.
• CFA is a plus.

Responsibilities

• Create and maintain earnings, valuation, and industry models.
• Assist in writing research reports for initiations and updates.
• Develop differentiated content using AI-enabled research tools.
• Interact with institutional investors; provide models and data.
• Analyze industry news flow and implications for covered companies.
• Build relationships with investor relations and management.
• Support internal sales/trading with timely sector analyses.

Skills

Financial modeling

Analytical skills

Writing

Client communications

Presentation delivery

Attention to detail

Teamwork

Under pressure

Education

CFA (preferred)

Tools

Excel

Job description

Morgan Stanley's Equity Research team in New York seeks an Associate or VP-level candidate to develop and maintain financial models, write company-specific and industry notes, and interact with institutional investors. The role emphasizes rigorous analysis, data-driven content, and collaboration with sales and trading teams.

Ideal candidates have 2+ years in financial services, strong Excel skills, and a passion for equity research.