Equity Research Associate/VP - Asset Managers, Brokers and Exchanges jobs in United States
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Morgan Stanley · 1 month ago

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

Morgan Stanley is a leading global financial services firm that is committed to providing exceptional investment research. The Equity Research department is looking for a strong Associate or VP-level team member to build and maintain financial models, write research notes, and interact with institutional investors, focusing on the Brokers, Asset Managers & Exchanges sectors.

Asset ManagementFinanceFinancial ServicesLending

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 modelingAnalytical skillsExcel proficiencyWriting research reportsClient communicationsAttention to detailMultitaskingCFAAccounting experienceTeamworkAdaptability

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

Morgan Stanley

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Morgan Stanley is a financial services company that offers securities, asset management, and credit services.

Funding

Current Stage
Public Company
Total Funding
unknown
1997-02-05IPO

Leadership Team

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James Gorman
Chairman and CEO
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Ted Pick
Chief Executive Officer (CEO)
Company data provided by crunchbase