Apply on Employer Site

E*TRADE from Morgan Stanley · 1 month ago

Global Research Management Associate

New York, New York, United States of America

Full-time

Onsite

Entry Level

$100K/yr - $155K/yr

1+ years exp

E*TRADE from Morgan Stanley is seeking an experienced Associate-level member to join the Global Research Management Team. The role involves supporting strategic initiatives, financial reporting, and enhancing the Research strategy through data analysis and collaboration with senior leadership.

BankingFinanceFinancial Services

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

Financial modelingData analysisExcel proficiencyPowerPoint proficiencyProfessional writingIntellectual curiosityInterpersonal skillsProblem-solving skillsAttention to detailAdaptability

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