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    Equity Analyst, Research - Chicago, United States - Morgan Stanley

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    Description


    Morgan Stanley Investment Management (MSIM") is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide.

    We have $1.5Tn of AUM with professionals located across 21 countries, with a proven long- term track record of success.

    Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world- class management teams.

    Morgan Stanley's extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies' unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages.

    Morgan Stanley Investment Management (MSIM) -Applied Equity Advisors (AEA) is seeking an Equity Analyst to assist the team in equity research.


    Applied Equity Advisors is a boutique investment group of MSIM located in Chicago.

    AEA manages over $7 B in equity assets for institutional and individual investors around the world in both separate accounts and mutual funds.

    We are seeking someone with the skills and entrepreneurial spirit to become part of our investment team.

    This is a full-time position located in Chicago.

    Responsibilities:

    Equity Analyst (60% of time)
    Analyze relevant fundamental research for portfolio companies and for potential new positions
    Research news/events for all portfolio companies and consolidate daily
    Track and disseminate relevant portfolio analytics
    Provide operational/analytical support for equity factor models

    Business Management (20% of time)

    Assist in creation, updating, and maintenance of global marketing materials, including tear sheets, fact cards, presentations and market discussion slides.

    Assist in responding to ad hoc information requests related to investment strategies.
    Assist in producing regular and ad hoc client reporting deliverables.
    Gain and maintain knowledge of AEA strategies and investment process.

    Trading Support (20% of time)
    Assist with trade implementation of all active strategies by working and collaborating with various trading desks and platforms.
    Perform client account reconciliations and performance monitoring
    Bachelors degree required, with business, finance, quantitative, or economics concentration desired
    3 to 5 years of related employment experience
    Related financial market experience.
    Analytical aptitude
    Desire to work in a close collaborative environment
    Proficiency in Microsoft Office suite of applications, especially Excel/VBA.

    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).

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