Equity Research - Software

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Research
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 3,000 stocks; our economists, strategists and fixed income analysts cover all major regions and other asset classes around the globe.

Equity Research
The Equity Research department is responsible for researching macroeconomic and microeconomic conditions, along with company fundamentals. It also collects and analyses financial information to make investment recommendations on stocks in specific sectors. Research analysts build financial models to explore alternative scenarios, examine industries and communicate with companies and investors. Equity Research team members discuss their analysis and investment recommendations in research notes. A career in investment research at Morgan Stanley demands a commitment to excellence and a passion for the markets as well as the highest level of integrity.

We are currently seeking an individual to join our Enterprise Software team.

Primary Responsibilities
• Research macroeconomic issues related to the software sector
• Assist in writing articles, research reports, and earnings notes on topics like sector movement, analysis of data, earnings results, and industry news.
• Creation and maintenance of earnings, valuation and industry models leveraging skills in accounting, finance and economics
• Conduct industry diligence and primary research through surveys, expert conference calls, and various channel checks to evaluate industry trends.
• Interest in and ability to leverage all available resources to create differentiated content for writing research reports (company-specific or industry)
• Interact with institutional investors, responding to requests for models, reports and data analysis.
• Develop and maintain relationships with investor relations personnel and management of companies under coverage

Qualifications:

• 3 to 7 years of professional experience in Research, Banking, Capital Markets, Finance, Accounting, and/or Software Industry
• Experience utilizing Excel to Build / Maintain Financial models, an advanced level of excel proficiency is expected and required
• Experience writing in a professional capacity, e.g. crafting equity research notes / correspondence; presentation and/or development of industry reports
• Strong PowerPoint skills are required
• Expected to be adaptable and have the ability to work well under pressure
• Strong attention to detail is a must
• Undergraduate degree in a related field (economics, finance, accounting) is a plus; CFA (or CFA progress) is a plus