The Associate position in the Enterprise Software team at Morgan Stanley focuses on conducting equity research and providing investment recommendations. The role requires strong analytical skills and the ability to create and maintain financial models. Associates will interact with institutional investors and keep abreast of industry news to assess implications for companies under coverage. This position demands a commitment to excellence and integrity in the fast-paced environment of investment research.

• 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 is expected and required.
• Experience writing in a professional capacity, such as crafting equity research notes or developing industry reports, is necessary.
• Strong PowerPoint skills are required.
• The candidate is 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.

• 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 and respond to requests for models and data analysis.
• Keep abreast of industry-related news flow and 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.
• Adopt and apply AI-enabled research tools to accelerate information gathering, model maintenance, data analysis, and workflow execution while maintaining analytical rigor.
• 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.

• 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.