Equity Research and Portfolio, Associate, WM Global Investment Office, Wealth Management

Company Profile:

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

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.

MSWM Global Investment Office, MAPS Equity Team

The Global Investment Office (GIO) provides investment advice via asset allocation, product 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 and other sell-side 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 monthly inflows of over $1bn and combined assets of over $60bn as of April 2026.

Role Description

We are seeking a highly motivated and detail-oriented team member to join our team as an Equity Research Associate. All members of the team read equity research from Morgan Stanley and other banks in search of investment ideas and make stock pitches regularly. The individual will work directly with portfolio managers based in New York supporting idea generation, financial modelling, and portfolio maintenance and participate in the twice a week team meeting. 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 sell side equity research reports to generate investment ideas. Highlight research reports that intertwine with the team’s focal points. Coverage universe is global stocks.
• 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 with team publications like change notes, quarterly newsletter, and other publications.
• Monitor industry and company-specific news flow.
• Maintain and update company-specific, industry and portfolio models.

Qualifications

• Educational Background: MBA, CA or a bachelor’s degree in finance, economics, business or related. Progress towards the CFA viewed favourably.
• Experience: 2-4 years of experience in financial markets with some experience in research. MBA/CA with 2 years, bachelor’s with 4 years. 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:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.