Job Description

Morgan Stanley is seeking an Associate or VP-level team member for their Life Insurance Team within Equity Research. The role involves creating financial models, writing research reports, and interacting with institutional investors to provide insights on the life insurance industry.

Requirements

2+ years of professional experience in Life Insurance Industry, Insurance Consulting, Rating Agency, Equity Research, Investment Banking, Capital Markets or Actuarial background preferred but not required.
Advanced level of Excel proficiency for building and maintaining financial models.
Experience writing in a professional capacity, such as crafting equity research notes or industry reports.
Ability to work well under pressure and adapt to changing situations.
Strong attention to detail.

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, responding to requests for models and data analysis.
Analyze implications of news and 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.
Assist internal sales and trading teams in the timely analysis of breaking news in the sector.

Benefits

Morgan Stanley offers extensive benefits that support employees’ careers, health, finances, and families, including top-tier medical coverage, mental health support, generous parental leave, fertility and family-building benefits, and robust retirement and stock purchase plans. Employees also gain access to continuous learning and networking opportunities, volunteer and giving programs aligned with the firm’s values, and hundreds of lifestyle perks like discounted products, cultural and entertainment tickets, and commuter savings.