Morgan Stanley
Equity Research Associate in Boston
Professional Summary
Core Competencies
Financial Analysis
Large-cap equity analysis, proprietary research methodologies, and comprehensive liquidity position assessments for investment recommendations.
Financial Modeling
Three-statement financial model development, EPS projection modeling, and quantitative analysis for equity research coverage.
Investment Research
Company management engagement, industry research analysis, and investment thesis development for institutional clients.
Sell-Side Equity Research Excellence
Fundamental equity research and financial analysis for institutional investors during a critical period in financial markets
My experience at Morgan Stanley provided comprehensive exposure to sell-side equity research during the 2007-2009 financial crisis, one of the most challenging periods in modern financial markets. This role required rigorous analytical skills, deep understanding of company fundamentals, and the ability to make contrarian investment calls based on proprietary research.
Working as an Equity Research Associate, I developed expertise in large-cap analysis, financial modeling, and investment thesis development. The experience during this volatile market period strengthened my analytical framework and risk assessment capabilities that have been foundational throughout my subsequent career in consulting, venture building, and entrepreneurship.
Key Projects & Achievements
Textron Inc (NYSE: TXT) Coverage Initiation
Led the analysis behind Morgan Stanley's initiation of coverage for Textron Inc, a multi-industry company spanning aviation, defense, industrial, and finance sectors. Owned the complete research process including financial model creation, comprehensive research report authorship, and stakeholder communication with both internal trading desk teams and external buy-side institutional clients.
Prescient Market Call on Financial Exposure
Produced industry-leading proprietary research that identified Textron's substantial financial markets exposure and vulnerable liquidity position. Issued contrarian downgrade recommendations at approximately $22 per share, warning of liquidity risks before they became apparent to the broader market. The stock subsequently declined to under $1 per share during the financial crisis, validating the fundamental analysis and demonstrating exceptional analytical foresight.
Boeing 787 Development Program Analysis
Conducted extensive research into Boeing's troubled 787 Dreamliner development program, analyzing the various technical, operational, and financial challenges facing the aircraft manufacturer. Provided comprehensive coverage of supply chain complexities, certification delays, and their impact on Boeing's financial performance and competitive position in the commercial aviation market.