Executive Assistant – Research Management Job in Morgan Stanley

Executive Assistant – Research Management

Job Number:

POSTING DATE: Jun 1, 2022

PRIMARY LOCATION: Americas-United States of America-New York-New York

JOB: Research


JOB LEVEL: Non-Exempt


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.


Morgan Stanley Investment Research is 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: Our equity analysts cover over 3,500 stocks; our economists, strategists and fixed income analysts cover all major regions and other asset classes around the globe.

We are seeking a nimble, organized professional to provide comprehensive administrative support to our Equity & Fixed Income Analysts, Strategists, Economists, associates and officers within Research North America.

The primary responsibilities of a Research Executive Assistants are to provide phone support and travel, calendar & expense management.
Responsibilities include but are not limited to:

Phone Support: Answer and direct calls as necessary, take accurate messages, deliver messages in a timely fashion. Phone etiquette (both verbal & written) is a key component. Back up phone support is a major function

Calendar Management: Schedule in person and virtual meetings for clients, corporates, internal constituents. Proactively manage conflicts, know when to escalate. Defer to personal calendar style of officers you are supporting (color coding, desk work, etc.)

Expense Management: Follow Firm and Research Department policy guidelines to expense activity including but not limited to travel, client entertaining, internal teambuilding, overtime meals, etc. Manage Corporate American Express account payment, delinquency status, Concur submissions, etc. Prepare expense reports accurately and in a timely fashion

Travel Management (domestic & global) – Arrange all aspects of travel to include flights, hotel, car rental, car reservations, visa applications, travel profiles. Seek approvals and exceptions as necessary in compliance with Firm and Research specific travel guidelines. Prepare itineraries

Basic Administrative Duties – liaise with reprographics, prepare and ship meeting decks, serve as back up support to admin colleagues both in Alpharetta & NY, adhoc projects, conference rooms bookings, hotel desk reservations, conference room reservations, etc.

Project work as necessary might include tech marketing campaigns, assistance with marquee sector conferences, liaise with our Investment Banking team around deals and education, expert vetting, logging interactions, public appearance vetting, etc.

Research Representation:

Maintain and build rapport remotely with your internal clients (EDs, VPs, Associates and mentor admins based in NY WW Headquarters)

Serve as the primary point of contact for internal and external constituencies on all matters pertaining to the Research analyst exercising judgement to reflect the analysts style, preference while adhering to Firm and Research specific polices & guidelines

Be a resource for creating efficiencies when executing tasks and resolving potential issues using Firm resources and technology. Learn how to navigate, manage up, when to ask questions, when to escalate

Back up administrative colleague support is a major component of the role



Bachelor’s Degree

3-5 years professional, corporate experience in a fast paced environment

Applicants must be tech savvy

Technical Proficiencies: Microsoft Office Applications, Excel, PowerPoint, Virtual Video Conferencing (Zoom, WebEx, Teams)

Excellent Interpersonal Skills


Phone Etiquette – Both Verbal and Written Communication

The ability to multitask and prioritize

Adept with time management

The ability to work well with all levels of internal MS management, colleagues, mentors, clients, corporates, vendors, etc.

Entrepreneurial spirt – teamwork oriented – collaborative in nature

The ability to operate with complete discretion and professionalism given the nature of confidential business MNPI

Bonus Candidate Attributes:

Financial Services experience

Equity Research and/or Fixed Income Research experience

Client Service Industry experience

Project coordination

This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment.

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