MSIM - Passport Equity Investment Analyst, VP

The Passport Equity team is currently seeking a global equity investment analyst with experience in U.S. and developed markets bottom-up investing. The team manages international and global equity strategies covering the U.S., Europe, Japan, UK and other developed and developing markets through an integrated top-down country/thematic and bottom-up process. This is not a centralized research role. The analyst will be embedded directly within the investment team and will work closely with the portfolio managers on a daily basis. Analysts on the Passport Equity team are expected to have broad coverage responsibilities across sectors and geographies, contribute actively to portfolio discussions and help shape investment conclusions in close partnership with the PMs.

 The Passport Equity team is part of the Emerging Markets Equity platform at Morgan Stanley Investment Management, managing over $18B of assets across U.S. and international markets.  To succeed in this role, you should be a passionate global investor, a self-starter and AI-forward, with a strong background in bottom-up security analysis.

Key Responsibilities:

• Work directly with portfolio managers and analysts as part of an integrated investment team, contributing to daily discussions on thematics, companies and portfolio positioning.
• Conduct fundamental bottom-up research on companies across a broad range of sectors, geographies and market-capitalization ranges.
• Build and maintain detailed company financial models, including earnings forecasts, valuation frameworks, scenario analysis and sensitivity analysis.
• Generate and pitch bottom-up stock ideas, clearly articulating the investment thesis, key drivers of return, risks, valuation upside/downside and relevance to the portfolio.
• Conduct in-depth industry and thematic research, including analysis of competitive dynamics, market structure, growth trends, regulatory developments, technological disruption and macroeconomic factors affecting companies and sectors.
• Monitor important company, sector, and macro developments, including earnings releases, management commentary, capital allocation decisions, regulatory changes and competitive developments.
• Regularly reassess investment theses and communicate changes in conviction, valuation or risk/reward to the portfolio managers.
• Prepare investment memos, financial models, presentations, and other materials for internal portfolio discussions, investment reviews, and, where appropriate, external client engagement.
• Apply multiple valuation methodologies, including discounted cash flow analysis, dividend discount models, sum-of-the-parts analysis, asset-based valuation, relative valuation and other frameworks, as appropriate.
• Use data, quantitative tools, and AI-related techniques where relevant to support idea generation, company analysis, risk assessment and research productivity.
• Contribute to a strong team culture by sharing insights, challenging assumptions constructively, and demonstrating ownership, humility and intellectual honesty.

Qualifications:

• Bachelor’s or Masters degree; 7 – 10 years of financial analysis experience in US and/or international equities.
• Strong fundamental company analysis skills, including deep familiarity with financial statements, GAAP and IFRS accounting principles and financial reporting standards.
• Demonstrated ability to build detailed financial models and translate company research into clear investment conclusions.
• Experience analyzing companies across multiple sectors and geographies; willingness and ability to operate as a broad generalist.
• Fluency with financial, statistical, and market-data tools such as Excel, FactSet, Bloomberg, Python and related platforms.
• Ability to use AI-related tools and models thoughtfully to support bottom-up idea generation, research organization, financial analysis and productivity.
• Strong critical thinking skills, analytical rigor and ability to synthesize complex information into concise, actionable investment recommendations.
• High degree of initiative, curiosity, and ownership; ability to independently identify attractive research opportunities and pursue them with urgency and depth.
• Excellent verbal and written communication skills, including the ability to present investment ideas clearly and defend conclusions in a rigorous team setting.
• Strong interpersonal skills and a collaborative mindset; must enjoy working in a small, close-knit team where analysts and portfolio managers interact frequently.
• Passion for global equity investing, international markets and long-term fundamental research.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $175,000 and $220,000 per year at the commencement of employment.However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term

incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.