Equity Research – Analyst/Associate, Utilities & Clean Tech Associate (New York)

Morgan Stanley•New York, NY

14h

About The Position

Morgan Stanley is seeking an Analyst- or Associate-level professional to join its Clean Energy & Utilities Research Team in New York City. The team researches macroeconomic and microeconomic conditions and company fundamentals, analyzes financial information, and develops investment recommendations for stocks in its sectors. Research analysts build financial models, examine industries and communicate their analysis and investment recommendations to clients. The role involves creating and maintaining financial and industry models; turning company, industry, sector, market, and alternative data into research reports with clear investment debates and actionable stock calls; and conducting industry diligence and primary research. The successful candidate will collaborate on industry and thematic research, maintain relationships with company management and industry contacts, engage with institutional investors, and support internal sales and trading teams. The role also calls for judicious use of AI-enabled research tools, with attention to analytical rigor, source verification, data integrity, and quality control. Morgan Stanley describes an environment of collaboration, inclusion, support, and opportunities to move across the business. The company offers employee benefits and perks, though specific benefits are not listed in the posting.

Requirements

Two to five years of professional experience in Finance or Accounting.
Two to five years of professional experience in equity research or investment banking, including significant experience with the clean energy or utilities sectors.
Proven experience building and maintaining financial models in Excel; advanced Excel proficiency is required.
Strong written and verbal communication skills, including the ability to present analysis clearly, defend conclusions, and contribute positively 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 sound judgment in verifying outputs, protecting data integrity, and applying tools appropriately.
Strong attention to detail and commitment to accuracy.
Ability to adapt quickly and work well under pressure.
High EQ, strong 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 calls.
Collaborate with cross-functional teams on industry and thematic reports spanning areas such as 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 answering in-depth questions, addressing bespoke requests, and communicating the team's high-conviction views.
Support internal sales and trading teams with timely analysis of sector-breaking news.
Use AI-enabled research tools appropriately to support 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.