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Morgan Stanley · 20 hours ago

Equity Research Associate/VP - Life Insurance

New York, NY

Full-time

Onsite

Mid Level

$225K/yr - $250K/yr

2+ years exp

Morgan Stanley is a leading global financial services firm, and they are seeking an Associate or VP-level team member to join their Life Insurance Team. The role involves conducting equity research, creating financial models, and interacting with institutional investors to provide investment recommendations in the life insurance sector.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Create and maintain earnings, valuation and industry models leveraging skills in accounting, finance and economics

Perform reserve analysis, and actuarial valuation reports based on filings

Write research reports for initiations of coverage, analysis of data, earnings results, and industry news

Interact with institutional investors, respond to requests for models 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 modelingLife insurance industryEquity research writingExcel proficiencyAttention to detailAdaptabilityWork under pressure

Required

Experience utilizing Excel to Build / Maintain Financial models, an advanced level of excel proficiency is expected and required

Experience writing in a professional capacity, e.g. crafting equity research notes / correspondence; presentation and/or development of industry reports

Expected to be adaptable and have the ability to work well under pressure

Strong attention to detail is a must

Preferred

2+ years of professional experience in Life Insurance Industry, Insurance Consulting, Rating Agency, Equity Research, Investment Banking, Capital Markets or Actuarial background

Life insurance industry experience is a plus