Back to Search

Equity Research Associate/VP - Life Insurance

Morgan StanleyNew York, United States3mo ago
Not SpecifiedReserving & ValuationBusiness Intelligence & Reporting

Role Summary

Loading...

HIGHLIGHTS

Associate- or VP-level Equity Research role covering the Life Insurance sector in New York. You will build and maintain earnings and valuation models, perform reserve analysis and actuarial valuation work, and write research notes for institutional clients. The role requires advanced Excel modelling and frequent interaction with investors, IR and internal sales/trading teams.

JOB DESCRIPTION SUMMARY

  • Build and maintain earnings, valuation and industry financial models in Excel
  • Perform reserve analysis and actuarial valuation reports based on filings
  • Write equity research notes for coverage initiations and earnings commentary
  • Engage with institutional investors and company management
  • Support sales and trading with timely sector analysis

DOMAIN EXPERTISE

  • No domain expertise specified

KEY REQUIREMENTS

  • Advanced Excel proficiency for building and maintaining financial models
  • Experience writing professional equity research notes or industry reports
  • Ability to work well under pressure and meet time-sensitive requests

TECH STACK

  • Excel
  • PowerPoint