The Analyst/Associate role in the Equity Research Department at Morgan Stanley focuses on individuals with backgrounds in Equity Capital Markets, Investment Banking, or Corporate Finance. The position is based in New York City and involves creating and maintaining educational materials, writing research reports, and interacting with institutional investors. Candidates will analyze industry news and trends while developing relationships with company management. The role emphasizes the use of AI-enabled research tools to enhance data analysis and workflow execution.

• The candidate will have 1-5 years of professional experience in Equity Capital Markets and/or Investment Banking.
• Experience utilizing Excel to build and maintain financial models is required.
• Experience writing in a professional capacity, such as correspondence or industry reports, is necessary.
• Strong PowerPoint skills are required.
• Candidates must be adaptable and able to work well under pressure.
• Strong attention to detail is a must.
• A background covering the Tech Sector or other emerging growth verticals is preferred.
• CFA and/or CPA is a plus.

• Create and maintain Salesforce education decks, including company overviews and financial metrics.
• Write research reports for initiations of coverage and analysis of earnings results.
• Interact with institutional investors and respond to requests for models and data analysis.
• Analyze implications of industry news and developments for companies under coverage.
• Develop and maintain relationships with investor relations personnel and management.
• Conduct industry diligence and primary research to evaluate industry trends.
• Assist internal sales and trading teams with timely analysis of breaking news.
• Adopt and apply AI-enabled research tools to enhance information gathering and data analysis.

• 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.