Morgan Stanley · 2 weeks ago
Global Research Management Associate
New York, NY
Full-time
Onsite
Entry Level
$100K/yr - $155K/yr
1+ years expMorgan Stanley is a leading global financial services firm, and they are seeking an experienced Associate-level member to join their Global Research Management Team. The role involves supporting strategic global initiatives, managing budgeting processes, and collaborating with senior leadership to enhance the Research franchise's output and effectiveness.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Support development and execution of strategic global initiatives that shape the direction of the Research franchise
Anticipate needs and deliver information, data, or products before being asked to enable senior leadership to move quickly
Partner with senior leadership on product strategy and content curation for weekly publications to ensure our global output aligns with client needs and market trends
Own the department’s global non-comp budgeting and expense tracking processes, including monthly financial reporting, accruals, and vendor management, ensuring resources align with strategic priorities
Prepare and present accurate financial reports for senior management to support data-driven decision making
Conduct ad hoc, data-driven analyses on expense categories (e.g., travel, market data) to uncover trends and identify efficiencies
Monitor consulting spend and related headcount by region and function, providing insights that support resource planning
Coordinate across regional COO teams to drive global consistency, strengthen cross-regional connectivity, and advance integrated firmwide initiatives
Drive planning for leadership meetings and offsites, shaping agendas to support strategic priorities
Analyze key business metrics (readership, client time, product mix, votes, etc.) and performance of Research analysts to inform Research strategy and enhance commercial impact
Collaborate with Research tech management and IT teams to accelerate AI adoption and modernization efforts, bridging business and technology needs and supporting department-wide tech initiatives
Support meeting preparation and curation of marketing materials that amplify the global Research offering
Qualification
Required
1 to 3 years of relevant experience in Research, Investment Banking, Capital Markets, Sales, Finance, Consulting, or related fields
Advanced proficiency in Excel and PowerPoint
Strong analytical and problem-solving skills, with the ability to structure analysis, work with large datasets, and extract actionable insights
Experience with financial modeling, reporting, and professional writing
Excellent interpersonal and communication skills; able to interact confidently with all levels of the organization and convey complex information with clarity
Demonstrated ability to take ownership, operate in a fast-paced environment, be adaptable and manage shifting priorities with minimal oversight
Strong attention to detail, high level of accountability, high standards for accuracy, positive attitude, and exceptional work ethic is a must
Genuine interest in financial markets, research, and technology/AI integration
Intellectual curiosity, sound judgment, and willingness to learn quickly
Bachelor's degree required
Benefits
Some of the most attractive and comprehensive employee benefits and perks in the industry
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-01-17
2026-01-17
Company data provided by crunchbase