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Morgan Stanley · 3 days ago

Research Generalist, Associate - Global Investment Office

Purchase, NY

Full-time

Onsite

Entry Level

$57K/yr - $115K/yr

2+ years exp

Morgan Stanley is a leading global financial services firm providing investment advice and portfolio construction guidance. They are seeking a highly motivated Research Generalist to support research, publication, and promotion of intellectual capital to enhance GIO investment strategy and drive impact across the firm.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Synthesizing and curating research from various teams inside GIO, across the firm, and from third-party researchers and asset managers

Coordinating on key business development initiatives to support the creation and dissemination of investment research to financial advisors, clients, and colleagues. This includes significant collaboration with stakeholders across the firm, including those in investment management, research, marketing, and operational roles as well as branch offices

Designing original quantitative and qualitative analysis regarding market/economic/policy phenomena; Drafting regular updates on financial market trends, presentations to internal and external audiences, and short user-friendly explainers. Larger research projects may involve publishing findings in long-form whitepapers

Collaborating on projects involving data science and quantitative modeling techniques, including generative artificial intelligence and machine learning

This role has significant room for growth and additional responsibility over time

Qualification

Research methodsQuantitative analysisWriting skillsData scienceMS OfficeBasic programming knowledgeAICommunication skillsCritical thinking

Required

2+ years work experience

Bachelors degree required

Demonstrated coursework in social sciences and humanities is a strong plus

Demonstrated experience in research methods

Demonstrated excellence in writing and communication skills, preferably for a range of audiences (technical and non-technical)

Basic fluency in mathematics, especially key concepts in statistics and data science

Ability to learn about new topics quickly and independently; to think critically about research and modeling assumptions; and fluency in theoretical and methodological debates across multiple disciplines

MS Office knowledge required, especially PowerPoint and Excel

Qualified candidates may be asked to provide a writing sample during interview process

Candidates with diverse academic backgrounds are encouraged to apply

Preferred

Master's degree/equivalent preferred

Experience related to investing and asset management, especially in the context of US markets

Experience related to econometric or financial analysis, portfolio construction or related fields

Basic knowledge of any programming language

Familiarity with large language models and generative AI; including prompt and context engineering as well as best practices for responsible and ethical application