Equity Analyst, Research - Applied Equity Advisors - Analyst/Associate
Equity Analyst, Research - Applied Equity Advisors - Analyst/Associate
Morgan Stanley
Chicago, IL
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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)
Posting Date
Jun 18, 2024
Primary Location
Americas-United States of America-Illinois-Chicago
Job
Asset/Investment Management
Employment Type
Full Time
Job Level
Associate
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
- 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.
- 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.
Posting Date
Jun 18, 2024
Primary Location
Americas-United States of America-Illinois-Chicago
Job
Asset/Investment Management
Employment Type
Full Time
Job Level
Associate
-
Seniority level
Not Applicable -
Employment type
Full-time -
Job function
Business Development, Finance, and Consulting -
Industries
Financial Services, Investment Banking, and Investment Management
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