Morgan Stanley

Equity Research Analyst/Associate - Software

Morgan Stanley$150K — $200K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1-3 years experience in Equity Research, Investment Banking, or Capital Markets
  • Advanced Excel proficiency for financial modeling
  • Professional writing capability for equity research notes and industry reports
  • Strong PowerPoint skills
  • Ability to work under pressure and adapt
  • Attention to detail necessary
  • CFA path is a plus

Responsibilities

  • Create and maintain financial models for earnings and valuations
  • Write comprehensive research reports on stock coverage and industry analysis
  • Engage with institutional investors for data requests
  • Monitor industry news and assess impacts on covered companies
  • Build relationships with investor relations and management teams
  • Utilize AI-enabled tools for efficient data analysis and model maintenance
  • Conduct industry research through surveys and expert consultations

Benefits

  • Opportunity to work in a prestigious financial institution
  • Access to advanced research tools and methodologies
  • Collaboration with seasoned financial experts
  • Potential for growth and advancement within the firm
  • Comprehensive Morgan Stanley-sponsored benefit programs
Full Job Description
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.

Equity Research

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. A career in investment research at Morgan Stanley demands a commitment to excellence and a passion for the markets as well as the highest level of integrity.

We are currently seeking an Associate to join our Enterprise Software team.

The Associate's primary responsibilities are but are not limited to:
• Create and maintain earnings, valuation and industry models leveraging 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. Analyze implications of news/industry developments to 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 / 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

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. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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