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Equity Research - Consumer Finance Analyst/Associate

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Morgan Stanley

26d ago

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Research & Development
    Banking & Finance
  • New York

AI generated summary

  • You need 2-5 years in Equity Research, Investment Banking, or Finance, strong writing skills, financial modeling expertise, and a CFA/CPA is a plus. Experience with banks is advantageous.
  • You will create and maintain financial models, write research reports, analyze industry news, engage with investors, conduct primary research, and support internal sales and trading teams.

Requirements

  • The candidate will have 2 to 5 years of professional experience in Equity Research, Accounting, Investment Banking, Capital Markets, and/or the Banking Industry
  • Strong experience writing industry related analysis for the global banking industry
  • Technical training in financial modeling, accounting, and valuations as well as an ability to interpret macroeconomic developments
  • CFA and/or CPA is a plus
  • Experience covering Banks / Financials is a plus

Responsibilities

  • Creation and maintenance of earnings, valuation 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.
  • Interest in and ability to leverage all available resources to create differentiated content for writing research reports (company-specific or industry)
  • Interact with institutional investors, responding to requests for models, reports 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

FAQs

What is the primary focus of the Equity Research - Consumer Finance Analyst/Associate role at Morgan Stanley?

The primary focus of this role is to conduct research on macroeconomic and microeconomic conditions, analyze company fundamentals, and make investment recommendations on stocks in the consumer finance sector.

What qualifications are required for this position?

Candidates should have 2 to 5 years of professional experience in Equity Research, Accounting, Investment Banking, Capital Markets, or the Banking Industry. Strong experience in writing industry-related analysis and technical training in financial modeling, accounting, and valuations are also required. A CFA and/or CPA is a plus.

What type of experience is preferred for covering this role?

Experience covering Banks/Financials is preferred, along with strong analytical skills and the ability to interpret macroeconomic developments.

Will I have the opportunity to interact with institutional investors in this role?

Yes, the role involves interacting with institutional investors, responding to requests for models, reports, and data analysis.

What types of tasks will I be responsible for in this position?

Responsibilities include creating and maintaining financial models, writing research reports, staying updated on industry news, conducting primary research, and assisting the internal sales and trading teams with timely analysis.

Is prior experience in equity research required for this position?

Yes, the role requires prior experience in Equity Research, Accounting, Investment Banking, Capital Markets, or the Banking Industry.

What are the expected salary ranges for this role?

Expected base pay rates for the role will be between $110,000 and $125,000 per year for Analysts, and between $150,000 and $200,000 per year for Associates, depending on individual qualifications.

Does Morgan Stanley offer equal employment opportunities?

Yes, Morgan Stanley is committed to ensuring equal employment opportunity without discrimination or harassment based on various characteristics, promoting a diverse workforce.

What kind of support does Morgan Stanley offer employees for work-life balance?

Morgan Stanley is proud to support employees at every point along their work-life journey, offering comprehensive employee benefits and perks.

Is there a strong emphasis on diversity and inclusion at Morgan Stanley?

Yes, Morgan Stanley is committed to diversity and inclusion, which is reflected in their recruiting efforts and company culture.

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Morgan Stanley

Finance
Industry
10,001+
Employees
1935
Founded Year

Mission & Purpose

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — put clients first, do the right thing, lead with exceptional ideas, commit to diversity and inclusion, and give back — that guide its more than 70,000+ employees across 41 countries.