✦ Luna Orbit — Data & Analytics

Executive Director & Consumer Equity Analyst, Value Investment Team - Eaton Vance Equity

at Morgan Stanley

📍 Boston, Massachusetts, United States of America Unknown 💰 $300K – $300K USD / year Posted March 20, 2026
Salary $300K – $300K USD / year
Type Not Specified
Experience senior
Exp. Years Not specified
Education Not specified
Category Data & Analytics

This role involves conducting fundamental research and generating investment ideas within the Consumer sector for a value investment team. The analyst will develop financial models, assess securities, and contribute to portfolio decisions.

  • Conduct fundamental research on Consumer companies
  • Develop financial models and valuation frameworks
  • Identify mispriced securities
  • Generate investment recommendations
  • Monitor sector trends and macroeconomic factors

The position requires deep fundamental analysis, financial modeling, valuation techniques, and sector expertise, with a focus on long-term value investing in equities.

The ideal candidate is a senior investment analyst with strong fundamental research skills, experience in the Consumer sector, and a long-term value investing approach. They should have the ability to generate high-conviction ideas and operate independently within a collaborative team environment.

deep fundamental researchfinancial modelingvaluation disciplinesector analysisinvestment idea generation
experience in Consumer sectorlong-term value investingindustry relationshipsmacro-economic analysis
fundamental researchfinancial modelingvaluation frameworksscenario analysisindustry analysisportfolio managementinvestment recommendationrisk assessmentsector expertisecollaboration
fundamental researchfinancial modelingvaluation frameworksscenario analysisindustry analysisportfolio managementinvestment recommendationrisk assessmentsector expertisecollaborative team environment
independent thinkingstrong communicationcollaborationinfluenceanalytical skillscritical thinkingportfolio contributionsector expertiserelationship building
Industry Financial Services
Job Function Equity research and investment analysis in the Consumer sector
Role Subtype Senior Equity Analyst
investment researchfundamental researchfinancial modelsvaluation frameworksscenario analysisportfolio contributionsector expertiseconsumer sectorlong-term investingrisk assessmentcollaborative teamvalue investmentequity analystBostoninvestment ideasfinancial modelingvaluationsector analysisconsumerportfolio managementcollaborative

Lack of fundamental research experience, No sector-specific expertise, Inability to operate independently, No experience with valuation or financial modeling

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