General Role Description

Morgan Stanley Investment Management (MSIM"), together with its investment advisory affiliates, has more than 1,400 investment professionals around the world and $1.4 trillion in assets under management or supervision as of December 31, 2023. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

We are looking for a thoughtful and successful investor to serve as an analyst for our Boston-based U.S. Small/Mid-Cap strategies. The analyst will be expected to evaluate and recommend public equity investment opportunities across small and mid-cap companies.

Primary Responsibilities:
• Generate strong and consistent alpha applying a bottom-up, fundamental investment process.
• Initiate and sustain high-quality fundamental equity analysis of publicly traded securities.
• Experience covering the Financial Sector preferred.
• Generate and proactively communicate investment recommendations on individual securities, as well as provide views on the attractiveness of relevant industries.
• Develop proprietary investment insights from non-traditional data sources including: f inancially material ESG data (collaborating with colleagues at Calvert), c ross-asset class investment insights (collaborating with colleagues in Eaton Vance's Income Group), and n on-traditional big data" tools (collaborating with Eaton Vance's data science analysts)
• Diligently document all recommendations and updates, including price targets.
• Develop and maintain excellent working relationships with other analysts on the other equity, fixed income, and Calvert teams in order to facilitate the sharing and debate of relevant information and investment ideas.
• Proactively participate in all team meetings, taking a holistic view of portfolios, and actively participating in debate of securities across all sectors.

Qualifications -
• CFA charter holder (or progress towards) and/or MBA is preferred.
• 4 years buy-side investment experience, although other tenures will be considered.
• Consistently strong alpha generator with a demonstrable track record.
• Comfort in engaging in active debate with colleagues regarding investment opportunities.
• Sound judgment and willingness to take appropriate investment risk.
• Superior understanding of securities analysis, accounting, valuation methods, qualitative and quantitative techniques.
• Excellent verbal, written and interpersonal communication skills.
• Ability to work well independently and as a member of a team, which includes the ability to be flexible and adaptable.
• Advanced computer skills and strong attention to detail.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).