Equity Research Associate - Fintech & Payments
About The Position
Morgan Stanley Investment Research is committed to being an essential part of clients' investment processes by understanding the buy-side. Through conversations with investors, they focus 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. Analysts build financial models, examine industries, and communicate with companies and investors. A career in investment research at Morgan Stanley requires a commitment to excellence, a passion for markets, and the highest level of integrity. This role is for an experienced Associate-level team member to join the Fintech & Payments team.
Requirements
- At least 2 years of professional experience in equity research, investment banking, and/or the fintech industry
- Experience using Excel to build and maintain three-statement financial models; advanced Excel proficiency is required
- Professional writing experience, including crafting equity research notes and developing industry reports
- Strong attention to detail is a must
- Ability to adapt quickly and work well under pressure
- High EQ, strong personal drive, energy, creativity, curiosity, organization, and a team-oriented mindset
- Strong PowerPoint skills are required
Nice To Haves
- Experience with Python is a plus but not required
- CFA is a plus
Responsibilities
- Create and maintain financial and industry models, leveraging skills in accounting, finance, and economics
- Assist in writing research reports for initiations of coverage, analysis of data, earnings results, and industry news
- Monitor industry-related news flow and analyze implications for 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
- Collaborate with cross-functional teams to produce larger industry reports
- Leverage all available resources to generate differentiated insights for writing research reports (company-specific or industry)
- Support internal sales and trading teams with timely analysis of sector breaking news
- Engage with institutional investors, responding effectively to in-depth questions and bespoke requests
Benefits
- Ample opportunity to move about the business for those who show passion and grit in their work
- Attractive and comprehensive employee benefits and perks in the industry
- Morgan Stanley sponsored benefit programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
