Equity Research Associate/VP - Asset Managers, Brokers and Exchanges jobs in United States
cer-icon
Apply on Employer Site
company-logo

E*TRADE from Morgan Stanley · 2 months ago

Equity Research Associate/VP - Asset Managers, Brokers and Exchanges

position1585 Broadway- NY
timeFull-time
remoteOnsite
seniorityMid Level
money$150K/yr - $200K/yr
date3+ years exp

Morgan Stanley, through its E*TRADE division, is seeking an Equity Research Associate or VP to join their Brokers, Asset Managers & Exchanges team. The role involves building and maintaining financial models, writing research reports, and interacting with institutional investors to provide insights on industry trends and company performance.

BankingFinanceFinancial Services

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
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

Qualification

Financial modelingExcel proficiencyAnalytical skillsAccountingCFAClient communicationsPresentation deliveryAttention to detailTeamworkAdaptability

Required

3 to 5 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

Preferred

Strong experience in accounting is a plus
CFA is a plus

Benefits

Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs

Company

E*TRADE from Morgan Stanley

twittertwittertwitter
company-logo
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
dateFounded in 1982
location
Arlington, Virginia, USA
people-size1001-5000 employees
web-link
https://us.etrade.com/home

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

leader-logo
Julia Miller
Executive Director, Creative Services
linkedin

Recent News

EQUINITI
Patricia Landry Commissioned as Director of Customer Success at EQ
2025-11-07
TradingView
Key facts: Morgan Stanley shares rise 4.7%; equity revenue up 80%; E*Trade trades up 24%
2025-10-19
Decrypt
Citi Plans to Launch Crypto Custody Services in 2026: CNBC
2025-10-14
Company data provided by crunchbase