Equity Research – Analyst/Associate, Utilities & Clean Tech Associate (New York)
About The Position
Morgan Stanley Investment Research seeks an Analyst-level or Associate-level professional to join its Clean Energy & Utilities Research Team in New York City. The team researches macroeconomic and microeconomic conditions, company fundamentals, and financial information to develop investment recommendations. Analysts build financial models, examine industries, communicate with companies and investors, and publish research notes with analysis and recommendations. The role involves creating and maintaining financial and industry models; translating company, industry, sector, market, and alternative data into research reports with clear investment debates and actionable stock recommendations; and conducting industry diligence and primary research. The successful candidate will collaborate on industry and thematic research, build relationships with company management and industry contacts, engage with institutional investors, and support internal sales and trading teams. The position also uses AI-enabled research tools to improve efficiency while maintaining analytical rigor, source verification, data integrity, and quality control.
Requirements
- 2–5 years of professional experience in Finance or Accounting.
- 2–5 years of professional experience in equity research or investment banking, including significant experience with the clean energy or utilities sectors.
- Proven experience using Excel to build and maintain financial models; advanced Excel proficiency is required.
- Strong written and verbal communication skills, including the ability to present analysis clearly, defend conclusions, and contribute in client-facing discussions.
- Demonstrated interest in public markets and curiosity about stock performance, investor debates, and valuation.
- Comfort adopting AI-enabled tools and new technologies to improve research efficiency, with judgment to verify outputs, protect data integrity, and apply tools appropriately.
- Strong attention to detail and commitment to accuracy.
- Ability to adapt quickly and work well under pressure.
- High EQ, personal drive, intellectual curiosity, organizational discipline, and a team-oriented mindset.
Nice To Haves
- CFA designation or progress toward CFA.
Responsibilities
- Create and maintain financial and industry models using accounting, finance, and economics skills.
- Translate company, industry, sector, market, and alternative data into insightful research reports with clear investment debates, differentiated conclusions, and actionable stock recommendations.
- Collaborate with cross-functional teams on larger industry and thematic reports, including research spanning Autos, Thematic, Tech/Data Centers, Industrials, E&P, Midstream, and Policy.
- Develop and maintain relationships with company management, investor relations personnel, industry specialists, and other key opinion leaders.
- Engage with institutional investors by responding to in-depth questions, addressing bespoke requests, and communicating the team’s high-conviction views.
- Support internal sales and trading teams with timely analysis of breaking sector news.
- Apply AI-enabled research tools 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 channel checks to evaluate industry trends.
Benefits
- Comprehensive employee benefits and perks
- Benefits and support for employees and their families throughout their work-life journey
- Opportunity to move about the business
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
