Direct Lending - Morgan Stanley Private Credit - Analyst
About The Position
Morgan Stanley Investment Management (“MSIM”) is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.4Tn of AUM with professionals located across 24 countries, with a proven long‐term track record of success. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world‐class management teams. Morgan Stanley’s extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies’ unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages. Morgan Stanley Private Credit (“MSPC”) is the corporate credit-investing business within the Private Credit & Equity segment of Morgan Stanley Investment Management. MSPC manages investments on behalf of third-party institutional and high net worth investors across a number of funds. MSPC has pockets of capital focused on investing in privately negotiated senior secured debt, junior debt and mezzanine debt investments to middle market corporate issuers as well as select secondary market credit investment opportunities. MSPC is looking for an analyst to support the portfolio management efforts of the credit investing platform. Position Description: As a member of the Private Credit Portfolio Management team, the position will play an integral role supporting the team on various funds across the platform. The team is the central point of oversight and contact with a focus on analytical activities and risk management. The team liaises with the organization’s investment teams, as well as the finance team, investor relations, internal legal, tax, risk, compliance and control functions. The role will also support strategic business initiatives and fundraising efforts.
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
