Morgan Stanley

Equity Research, WM Global Investment Office, Analyst, Wealth Management

Posted On

April 11, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

June 18, 2025

Job Description

MSWM Global Investment Office, MAPS Equity Team

The Global Investment Office (GIO) provides investment advice via asset allocation, production selection, portfolio construction and thought leadership to help Financial Advisors and clients navigate markets. Within the Global Investment Office, the MAPS Equity team manages active equity portfolios that are provided to Financial Advisors and clients via SMAs. Our fundamental process leverages Morgan Stanley Equity Research as well as other resources to perform due diligence and portfolio construction to create high quality equity portfolios. The team’s portfolios have wide ownership with assets approaching $40 billion.

Role Description

We are seeking a high motivated and detail-oriented team member to join our team as an Equity Research Analyst. All members of the team read equity research from Morgan Stanley and other banks in search of investment ideas. The individual will work directly with portfolio managers based in New York supporting idea generation, financial modeling, and portfolio maintenance. The ideal candidate will have a strong interest in financial markets and company specific research, and should be a self-starter, curious and creative.

Primary Responsibilities

Perform fundamental research on individual stocks and industry analysis leveraging Morgan Stanley Equity Research to generate investment ideas. Highlight research reports that intertwine with the team’s focal points.
Regularly present industry and stock pitches as a written note and on a call to the team.
Analysis on stock screens, macro data, portfolio performance and other ad-hoc requests.
Review earnings releases and analysts notes, listen to Morgan Stanley and other sell-side research company and industry presentations and calls, summarizing key takeaways.
Help write notes to communicate portfolio changes and other team publications.
Monitor industry and company-specific news flow.
Maintain and update company-specific, industry and portfolio models.

Qualifications

Educational Background: Bachelor’s in finance economics business or related field. Progress towards CFA viewed favorably.
Experience: 6 months to 3 years of experience in financial markets with some experience in research. Experience working in an offshore team is strongly preferred but not required.
Technical Skills: Proficiency in Microsoft Excel, Word, and PowerPoint. Familiarity with financial tools such as Bloomberg or FactSet or Thomson Financial or Capital iQ.
Strong analytical and quantitative skills
Demonstrated written and verbal communication skills
Detail oriented
Intellectually curious
Willingness to work flexible hours to collaborate with NYC based team

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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