Equity Research Analyst

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Research: Morgan Stanley Investment Research is uniquely committed to being an essential part of our clients’ investment process. We strive to be the sell‑side research provider that best understands the buy‑side. Through relevant and timely conversations with leading investors, we focus resources on risk‑reward essentials: identifying the investor debates, assessing the potential outcomes, and uncovering the evidence our clients need to validate their investment decisions. Our equity analysts cover some 3,000 stocks; our economists, strategists and fixed‑income analysts cover all major regions and other asset classes around the globe. The Equity Research department is responsible for researching macroeconomic and microeconomic conditions, along with company fundamentals. It also collects and analyses financial information to make investment recommendations on stocks in specific sectors. Research analysts build financial models to explore alternative scenarios, examine industries and communicate with companies and investors. Equity Research team members discuss their analysis and investment recommendations in research notes. Associate – Enterprise Software Team The Associate’s primary responsibilities are to create and maintain earnings, valuation and industry models, write research reports, interact with institutional investors, keep abreast of industry news, develop and maintain relationships with investor relations personnel, adopt AI‑enabled research tools, conduct industry diligence, and assist internal sales and trading teams. Responsibilities Create and maintain earnings, valuation and industry models using skills in accounting, finance and economics. 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 and analyze implications for companies under coverage. Develop and maintain relationships with investor‑relations personnel and management of companies under coverage. Adopt and apply AI‑enabled research tools judiciously to accelerate information gathering, model maintenance, data analysis and workflow execution while maintaining analytical rigor, source verification and quality control. 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. Qualifications The candidate will have 1 to 3 years of professional experience in Equity Research, Investment Banking or Capital Markets. Experience utilizing Excel to build and 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. Strong PowerPoint skills are required. Expected to be adaptable and have the ability to work well under pressure. Strong attention to detail is a must. CFA path is a plus. What You Can Expect From Morgan Stanley At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Expected base pay rates for the role will be between $110,000 and $125,000 per year for Analyst, and between $150,000 and $200,000 per year for Associate at the commencement of employment. Base pay, if hired, will be determined on an individualized basis and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, other short‑term and long‑term incentive packages and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect a strong commitment to a culture of inclusion, where individuals are hired, developed and advanced based on their skills and talents. Our workforce reflects a broad cross‑section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives and experiences. For more information, please visit #J-18808-Ljbffr