POSTING DATE: Feb 1, 2021
PRIMARY LOCATION: Americas-United States of America-New York-New York
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Associate
Morgan Stanley Investment Research is uniquely committed to being an essential part of our clients’ investment process. We strive to be the sell-side research provider that best understands the buy side. Through relevant and timely conversations with leading investors, we focus resources on risk-reward essentials: identifying the investor debates, assessing the potential outcomes, and uncovering the evidence our clients need to validate their investment decisions. Our equity analysts cover some 3,000 stocks; our economists, strategists and fixed income analysts cover all major regions and other asset classes around the globe.
The Equity Research department is responsible for researching macroeconomic and microeconomic conditions, along with company fundamentals. It also collects and analyses financial information to make investment recommendations on stocks in specific sectors. Research analysts build financial models to explore alternative scenarios, examine industries and communicate with companies and investors. Equity Research team members discuss their analysis and investment recommendations in research notes. A career in investment research at Morgan Stanley demands a commitment to excellence and a passion for the markets as well as the highest level of integrity.
We are looking for an Analyst-level or Associate-level individual to join our Machinery Team.
- 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.
- 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
- The candidate will have at least 2 years of professional experience in Equity Research, Investment Banking, or Capital Markets. Will also consider candidates with finance and industry experience.
- 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
- Industrials industry, specifically machinery sector, interest is a plus
- CFA is a plus