Equity Research Analyst/Associate - Software

Morgan Stanley•New York, NY

About The Position

Morgan Stanley Investment Research is committed to being an essential part of clients' investment process. They aim to be the sell-side research provider that best understands the buy side by focusing on risk-reward essentials: identifying investor debates, assessing potential outcomes, and uncovering evidence for investment decisions. Their equity analysts cover approximately 3,000 stocks globally. The Equity Research department researches macroeconomic and microeconomic conditions, company fundamentals, and analyzes financial information to make investment recommendations. Research analysts build financial models, examine industries, and communicate with companies and investors. A career in investment research requires commitment to excellence, passion for markets, and integrity. This role is for an Associate to join the Enterprise Software team.

Requirements

1 to 3 years of professional experience in Equity Research, Investment Banking, or Capital Markets
Experience utilizing Excel to Build / Maintain Financial models, an advanced level of excel proficiency is expected and required
Experience writing in a professional capacity, e.g. crafting equity research notes / correspondence; presentation and/or development of industry reports
Strong PowerPoint skills are required
Expected to be adaptable and have the ability to work well under pressure
Strong attention to detail is a must

Nice To Haves

CFA path is a plus

Responsibilities

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, respond to requests for models and data analysis.
Keep abreast of industry-related news flow. Analyze implications of news/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 judiciously to accelerate information gathering, model maintenance, data analysis, and workflow execution while maintaining analytical rigor, source verification, and quality control.
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.