Research Management Data Analyst

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 16 Dec 17 2017-12-16

Research Management Data Analyst

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.

Morgan Stanley Investment 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 2,900 stocks; our economists, strategists and fixed income analysts cover all major regions and other asset classes around the globe.

Morgan Stanley Research is seeking an analyst to assist with data analysis and reporting for North America Equity Research Management. This person will be responsible for generating standard and ad-hoc reports on analyst and client metrics to assist management, research teams and equity sales in decision-making. Candidates must be able to organize and analyze large sets of data to distill information into clear summaries for senior research management. The role involves using creativity and problem-solving skills to respond to inquiries with data-driven analysis, and effectively communicate results to management, research analysts, and sales. The analyst will also collaborate with research technology on reporting and other projects. The analyst will have the opportunity to use analytic skills to help drive behavior and quantify results in the equity and equity research business.


Skills Required
- 4 year Bachelor's Degree, preferably in a related field - business, math, computer science, statistics
- Advanced Excel skills (VBA/automation, pivot tables, complex formula building) necessary; PowerPoint skills; Business Objects skills a plus; Microsoft Access skills a plus
- Excellent oral and written communication skills; the ability to convey information with clarity
- Interest in learning about the equity and equity research business
- Thorough attention to detail
- Excellent analytical skills
- Comfortable learning new systems and technologies
- Strong problem-solving skills
- Ability to manage multiple projects at once
- Ability to meet tight deadlines
- Eagerness to learn and be proactive in asking for guidance or direction
- Desire to work as a team