Manager - Equity Research Strats

About Morgan Stanley

Since our founding in 1935 Morgan Stanley has consistently delivered first-class business in a first-class way. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 42 countries. Everything we do at Morgan Stanley is guided by our five core values: Do the Right Thing Put Clients First Lead with Exceptional Ideas Commit to Diversity and Inclusion and Give Back.

What We Offer

Morgan Stanley offers a dynamic and multifaceted environment which requires individuals to work closely with colleagues across various functions and the Business Unit in onshore regions. You will get to work with extremely talented peers in a meritocratic team-oriented culture.

Role Description

We are seeking a highly motivated Equity Research Associate to join our Equity Research Strats team. The successful candidate will support senior analysts in providing in-depth research financial modeling and actionable investment insights to institutional clients. This role requires strong analytical skills excellent communication abilities and the ability to work in a fast-paced environment.

Key Responsibilities

• Industry & Company Research
  Conduct deep-dive analysis of companies industries and market trends to support investment recommendations.
  Maintain sector knowledge through financial statements management discussions and relevant data sources.

• Financial Modeling & Valuation
  Build and maintain detailed financial models including revenue forecasts earnings estimates and valuation frameworks (DCF comparables precedent transactions etc.).
  Track company results estimate revisions and assess impacts on investment theses.

• Data and automation:

Develop comprehensive understanding of relevant databases and technology solutions to elevate data analysis for stocks/sector under coverage

Automate and maintain key data-driven reports

Acquire clean maintain and analyze data sets to identify trends and patterns

In addition to building expertise in data the equity strat should acquire broad knowledge of stocks and industries to successfully interpret data into meaningful recommendations.

• Research Production
  Assist in drafting research reports industry primers and company notes with actionable insights for institutional clients.
  Provide timely commentary on breaking news earnings releases and key industry developments.
• Client Engagement
  Support senior analysts in responding to client requests for data analysis and follow-ups.
• Collaboration
  Work closely with sales trading and investment banking teams to provide sector expertise and maintain compliance standards.
  Liaise with company management teams industry experts and regulators as needed.

Qualifications

• Education: Bachelors degree in Finance Economics Accounting or a related field (MBA/CFA preferred).
• Experience: 5 years of experience in equity research investment banking or related analytical role strongly preferred.
• Skills:
  • Strong financial modeling valuation and quantitative analysis skills.
  • Excellent written and verbal communication skills.
  • Ability to synthesize large amounts of data into clear actionable insights.
  • Proficiency in Microsoft Excel PowerPoint Bloomberg FactSet or similar tools.
  • Extensive experience with the Pandas library in Python plus some mastery of Python as a general purpose language
• Attributes: Highly detail-oriented intellectually curious and able to manage multiple projects under tight deadlines.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds talents perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting developing and advancing individuals based on their skills and talents

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds talents perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting developing and advancing individuals based on their skills and talents.