Global Research Management Associate
Morgan Stanley 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 over 3,000 stocks; our economists, strategists and fixed income analysts cover all major regions and other asset classes around the globe. We are currently seeking an experienced Associate-level member to join the Global Research Management Team. Primary Responsibilities
- Support development and execution of strategic global initiatives that shape the direction of the Research franchise
- Anticipate needs and deliver information, data, or products before being asked to enable senior leadership to move quickly
- Partner with senior leadership on product strategy and content curation for weekly publications to ensure our global output aligns with client needs and market trends
- Own the department's global non-comp budgeting and expense tracking processes, including monthly financial reporting, accruals, and vendor management, ensuring resources align with strategic priorities
- Prepare and present accurate financial reports for senior management to support data-driven decision making
- Conduct ad hoc, data-driven analyses on expense categories (e.g., travel, market data) to uncover trends and identify efficiencies
- Monitor consulting spend and related headcount by region and function, providing insights that support resource planning
- Coordinate across regional COO teams to drive global consistency, strengthen cross-regional connectivity, and advance integrated firmwide initiatives
- Drive planning for leadership meetings and offsites, shaping agendas to support strategic priorities
- Analyze key business metrics (readership, client time, product mix, votes, etc.) and performance of Research analysts to inform Research strategy and enhance commercial impact
- Collaborate with Research tech management and IT teams to accelerate AI adoption and modernization efforts, bridging business and technology needs and supporting department-wide tech initiatives
- Support meeting preparation and curation of marketing materials that amplify the global Research offering
- 1 to 3 years of relevant experience in Research, Investment Banking, Capital Markets, Sales, Finance, Consulting, or related fields
- Advanced proficiency in Excel and PowerPoint
- Strong analytical and problem-solving skills, with the ability to structure analysis, work with large datasets, and extract actionable insights
- Experience with financial modeling, reporting, and professional writing
- Excellent interpersonal and communication skills; able to interact confidently with all levels of the organization and convey complex information with clarity
- Demonstrated ability to take ownership, operate in a fast-paced environment, be adaptable and manage shifting priorities with minimal oversight
- Strong attention to detail, high level of accountability, high standards for accuracy, positive attitude, and exceptional work ethic is a must
- Genuine interest in financial markets, research, and technology/AI integration
- Intellectual curiosity, sound judgment, and willingness to learn quickly
- Bachelor's degree required
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