Equity Research - Clean Energy & Utilities (Analyst/Assoc)

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 Analyst/Associate to build financial models, translate data into actionable stock calls, and deliver industry reports across Clean Energy, Utilities, and other sectors.

You will develop relationships with company management, engage with institutional investors, and support sales with timely, rigorous analysis while applying AI tools judiciously and maintaining data integrity.

Qualifications

• 2–5 years of professional experience in equity research or investment banking, including significant experience with the clean energy or the utilities sectors.
• Proven experience using Excel to build and maintain financial models; advanced Excel proficiency is required.
• Strong written and verbal communication skills, with the ability to present analysis clearly, defend conclusions, and contribute positively in client-facing discussions.
• Demonstrated interest in public markets and a genuine curiosity about what drives stock performance, investor debates, and valuation.

Responsibilities

• Create and maintain financial and industry models, leveraging skills in accounting, finance, and economics.
• Translate company, industry, sector, market, and alternative data into insightful research reports with clear investment debates, differentiated conclusions, and actionable stock calls.
• Collaborate with cross-functional teams to produce larger industry and thematic reports, including research spanning Autos, Thematic, Tech/Data Centers, Industrials, E&P, Midstream, and Policy.
• Develop and maintain relationships with management of companies under coverage, investor relations personnel, industry specialists, and other key opinion leaders.
• Engage with institutional investors by responding to in-depth questions, addressing bespoke requests, and helping communicate the team’s highest-conviction views.
• Support internal sales and trading teams with timely analysis of sector breaking news.
• 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.

Skills

Excel proficiency

Written & verbal communication

CFA (preferred)

Attention to detail

Adaptability under pressure

Team collaboration

Curiosity about markets

Education

Bachelor's degree in Finance or Economics

Tools

Excel

Job description

Morgan Stanley’s Equity Research team in New York seeks an Analyst/Associate to build financial models, translate data into actionable stock calls, and deliver industry reports across Clean Energy, Utilities, and other sectors.

You will develop relationships with company management, engage with institutional investors, and support sales with timely, rigorous analysis while applying AI tools judiciously and maintaining data integrity.