Equity Research Associate Client Analytics

  • Level 4-7 (Higher)
  • London

Morgan Stanley

This role sits within the Equity Research Division, focusing on client analytics. Morgan Stanley are looking for an ambitious, self-starter to help implement the client strategy broadly across the research department. You will report into their Chief Operating Officer.

A typical day

  • *Start date: September 2021*
  • Monitoring client broker vote pipeline to ensure votes are received, distributed and entered into the system
  • Updating and understand high level trend data
  • Sending weekly vote updates to the research department
  • Reviewing client broker votes to identify opportunities, including trend reporting and analysis
  • Analysing broker votes by contact and sector team to identify and target key opportunities
  • Providing detailed monthly updates to the department
  • Client account mappings
  • Using various data sets create detailed client contact mappings by account
  • Assisting analysts/sales in finding appropriate relationship to help with client introductions
  • Preparing data packs ahead of broker reviews:
  • Using broker vote information, compile data packs to be used in account review
  • Meetings with clients
  • Liaising with Research Analysts and Sales teams

You must have

  • Five GCSE grades C – A* (4-9) or equivalent, including English and Maths
  • Level 3 qualification (A level, BTEC or equivalent)
  • Three A levels at grades A*-C (or 240 UCAS points or new tariff equivalent)

Skills needed

Problem solving
  • Highly motivated, stay one step ahead & think outside the box
  • A fantastic can do attitude & commitment to deliver the best service to clients
  • A competitive spirit with a will to win
  • An excellent communicator
  • Team player with strong organisational skills
  • Ability to deal with multiple deadlines & changing priorities
  • Resourceful, a self starter who is reliable & punctual
  • Build & sustain strong professional relationships
  • Knowledge of all Microsoft Office applications (exceptional Excel skills)
  • Keen to learn or has a basic understanding of Research & Equities