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Equity Research Client Analytics Apprentice MORGAN STANLEY UK LIMITED

This opportunity will support you in developing the knowledge and skills to analyse data in order to produce actionable insight, as well as how to develop machine learning capabilities to implement and optimise predictive models. This role sits within the Equity Research division, focusing on client analytics.

This apprenticeship requires you to apply through the employer's website.

Apply now

Closing date: 17 Feb 2023

Apprenticeship summary

  • Annual wage


    Perks and benefits Amazing location Bike to work scheme Gym membership Health cover Mentor scheme Multiverse Community Hub Multiverse community Pension Social events Volunteering

  • Working week

    9:00am - 5:30pm Mon - Fri.

    Total hours per week: 40

  • Expected duration

    18 Months

  • Possible start date

    01 Sep 2023

  • Date posted

    25 Jan 2023

  • Apprenticeship level

    Level 4 (Higher national Certificate)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

A typical day

  • Gaining an understanding of and developing day to day ownership of the broker votes process
  • Monitoring client broker vote pipeline to ensure votes are received, distributed and entered into the system
  • Updating and understanding 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
  • Developing an understanding of client account mappings
  • Using various data sets to create detailed client contact mappings by account
  • Assisting Analysts/Sales teams in finding appropriate relationships to help with client introductions
  • Creating monitoring systems to assess impact and engagement with mapping suggestions
  • Preparing data packs ahead of broker reviews
  • Using broker vote information, compile data packs to be used in account review meetings with clients
  • Supporting team pre and post external surveys
  • Liaising with Research Analysts and Sales teams

What training will the apprentice take and what qualification will the apprentice get at the end?


  • Data Fellowship Level 4

Training provider

  • Multiverse

What is the expected career progression after this apprenticeship?

After your Data Analysis Apprenticeship, you can progress into any Junior Data Analyst, Data Scientist and Data engineer role. You'll have the skills to run insight analytical projects from beginning to end and work within a Data Analytics team.

Requirements and prospects

Desired skills and personal qualities

Organisation skills, Problem solving skills, Analytical skills


GCSE or equivalent English (Grade 4-9 (C-A)) Essential
GCSE or equivalent Maths (Grade B or 5) Essential
A Level or equivalent Any (Grade A* - C) Essential

About the employer

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.




Legal Dept 5th Floor Lncs/5 25 Cabot Square

Canary Wharf


E14 4QA

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Training provider


Apprenticeship standard

Data analyst

Level 4 (Higher national Certificate)

Employer's Application Instructions

This apprenticeship requires you to apply through the employer's website.

Apply now

Closing date: 17 Feb 2023