Direct Lending - Morgan Stanley Private Credit - Analyst
About The Position
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. 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 $100,000 and $130,000 per year at the commencement of employment. 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.
Requirements
- BA/BS in finance or related field required
- 1+ years of finance experience
- Strong analytical and financial skills, experience in a credit and/or portfolio management position is preferred
- Strong capabilities in Excel and PowerPoint
- Excellent communication and presentation skills
- Ability to work collaboratively within a team and manage multiple tasks under tight deadlines
- High commitment to delivering quality work with strong attention to detail
- Proactive, self-motivated, and goal-oriented with a strong work ethic
Responsibilities
- Prepare/coordinate quarterly portfolio review process
- Review/analyze quarterly portfolio review materials
- Review/analyze portfolio level and portfolio company level statistics and trends
- Prepare/coordinate materials for quarterly and ad-hoc fund-level portfolio updates
- Review/analyze underperforming portfolio company statistics and trends, including risk rating assessment and watch list preparation and maintenance
- Participate in regular meetings regarding underperforming portfolio accounts and prepare related materials
- Facilitate and coordinate materials for ad-hoc internal/external requests and projects
- Review/analyze and track amendment activity across the portfolio
- Coordinate with finance team on internal valuation process
- Coordinate with internal teams on ad hoc investor information requests as part of fundraising efforts and investor updates
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
