Equity Research Rotational Program Analyst/Associate

$225,000 - $250,000/Yr

Morgan Stanley - New York, NY

Full-time - Mid Level

New York, NY

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Equity Research Rotational Program Analyst/Associate at Morgan Stanley is designed for individuals with backgrounds in Equity Capital Markets and/or Investment Banking. This role involves creating and maintaining educational materials, writing research reports, and analyzing industry news to support institutional investors. The position requires strong analytical skills, attention to detail, and the ability to work under pressure while maintaining relationships with various stakeholders.

Responsibilities

• Creation and maintenance of Salesforce education decks, including company overviews, investment positives and concerns, competitive landscape, financial metrics, and valuation.
• 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.
• Keep abreast of industry-related news flow and analyze implications of news/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 to evaluate industry trends.
• Assist internal sales and trading teams in the timely analysis of breaking news.

Requirements

• 1-3 years of professional experience in Equity Capital Markets and/or Investment Banking.
• Experience utilizing Excel to build and maintain financial models, with a strong level of Excel proficiency required.
• Experience writing in a professional capacity, such as correspondence, presentations, or development of industry reports.
• Strong PowerPoint skills are required.
• Ability to adapt and work well under pressure.
• Strong attention to detail is a must.
• CFA/CPA is a plus.

Benefits

• Commission earnings
• Incentive compensation
• Discretionary bonuses
• Other short and long-term incentive packages
• Morgan Stanley sponsored benefit programs