MSIM - Passport Equity Investment Analyst, VP

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.
• 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.