equity research analyst New York, NY
Morgan Stanley
Full Time
New York, NY
200000 - 150000 USD ANNUAL Today
Job description
Equity Research - Global Valuation, Accounting & Tax Analyst/Associate
Job Number:
3239129
POSTING DATE: Jul 13, 2023
PRIMARY LOCATION: Americas-United States of America-New York-New York
JOB: Research
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Associate
DESCRIPTION
The Firm
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Research
Morgan Stanley 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.
Global Valuation, Accounting, and Tax (GVAT)
As part of the Research department, the GVAT team provides institutional investors and equity analysts with accounting, valuation, and financial modeling support. The team authors research on accounting, valuation, and tax related topics. GVAT has members in all regions and works closely with the Directors of Research. The team is responsible for implementing and maintaining modeling and valuation best practices and oversees Morgan Stanley’s proprietary ModelWare platform. GVAT also supports the Stock Selection Committee and is a key contributor to franchise reports and projects.
We are currently seeking an experienced Analyst or Associate to join the team. As part of the team, you will have the opportunity to work with sector coverage analysts and associates across the department.
Primary responsibilities:
- Answering modeling, accounting and valuation questions from institutional clients and equity research teams
- Implementing and maintaining valuation and modeling best practices
- Working with analyst teams to avoid and resolve issues with their models and model data
- Authoring research on accounting, valuation and tax topics, including data analysis and note writing
- Conducting one-on-one and small group trainings
- Coordinating regional and global research projects
QUALIFICATIONS
Required:
- At least 1 year of professional experience in building financial models, including three-statement modeling and DCF
- Bachelor’s degree in accounting, business, economics, finance, or other relevant fields
- Advanced level of Excel proficiency
- Exceptional written and oral communications skills
- Experience working independently and demonstrated problem-solving skills
Preferred:
- Experience working with equity valuation or advanced financial models (e.g., DCFs, M&A modeling, LBO)
- Working knowledge of US GAAP and IFRS
- CPA, CFA, and/or path towards attainment
- Data science; Python experience a plus
Expected base pay rates for the role will be between $110,000 and $125,000 per year for Analyst, and between $150,000 and $200,000 per year for Associate, at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Morgan Stanley
www.morganstanley.com
New York, NY
James P. Gorman
$10+ billion (USD)
10000+ Employees
Company - Public
Investment & Asset Management
1935
