Equity Research Associate: Build Models & Market Insights

Morgan Stanley; United States; On-site; USD 110,000 - 200,000; Full time

Job summary

Morgan Stanley's Equity Research group in New York is seeking an Associate/VP-level analyst to build earnings and industry models, write company notes, and interact with institutional investors. The role emphasizes rigorous financial analysis, client communications, and high-quality research reporting.

The team values analytical rigor, teamwork, and the ability to manage multiple tasks in a dynamic environment, with opportunities to advance within a global investment research organization.

Qualifications

• At least 2 years in financial services (Investment Banking, Capital Markets, Research, Consulting, Finance, or Accounting) preferred.
• Outstanding financial modeling and analytical skills, writing, client communications, and presentation delivery.
• Advanced Excel proficiency required.
• Able to work under pressure and multitask; strong attention to detail.
• CFA is a plus.

Responsibilities

• Create and maintain earnings, valuation and industry models using accounting, finance, and economics insights.
• Assist in writing research reports for initiations of coverage, data analysis and industry news.
• Produce differentiated content through research notes based on proprietary analysis.
• Interact with institutional investors to provide models, reports, and data analysis.
• Stay updated on industry news and assess implications for covered companies.
• Build relationships with investor relations and management of covered companies.
• Apply AI-enabled research tools to speed data gathering and model maintenance while ensuring rigor.

Skills

Financial modeling

Analytical skills

Excel advanced

Communication

Presentation

Client communications

Teamwork

Adaptable under pressure

Attention to detail

CFA is a plus

Tools

Excel

Job description

Morgan Stanley's Equity Research group in New York is seeking an Associate/VP-level analyst to build earnings and industry models, write company notes, and interact with institutional investors. The role emphasizes rigorous financial analysis, client communications, and high-quality research reporting.

The team values analytical rigor, teamwork, and the ability to manage multiple tasks in a dynamic environment, with opportunities to advance within a global investment research organization.