MSIM- Next Level Fund- Investment - Analyst/Associate

Morgan Stanley • New York, NY

2d • Onsite

About The Position

Morgan Stanley Investment Management (MSIM) is a global investment manager with over 40 years of history and approximately $1.7 trillion in Assets Under Management (AUM). The Private Credit & Equity (PC&E) team, comprising over 300 professionals globally, manages around $55 billion in direct private equity and credit investments. The Next Level Fund is a venture capital fund focused on generating long-term capital appreciation through privately negotiated venture capital investments in primarily early-stage companies, particularly in technology and technology-enabled sectors. The fund targets companies in the technology, consumer/retail, financial technology, healthcare, and media/entertainment industries, primarily in the United States and Canada, with specific criteria for annual recurring revenue and valuation. The Analyst/Associate will be a key member of the Investment Team, supporting senior staff in all aspects of the investment lifecycle, from diligence and negotiation to portfolio management and exit.

Requirements

• Exceptional analytical skills with a fundamental understanding of corporate finance and investment principles as well as financial products/securities.
• Strong financial modeling skills.
• Strong time management and organizational skills, with the ability to manage a significant workload and work well under pressure.
• Demonstrated ability to deliver to a range of audiences (both internal and external) with a range of differing priorities.
• Exceptional writing, communication (both internal and external) and presentation delivery skills.
• Extensive experience managing projects with minimal supervision, in addition to sound judgment and the ability to operate independently.
• Proactive self-starter and creative problem solver with a demonstrated interest and passion in the multicultural business sector, as well as in the investing and impact sectors.
• Committed to delivering the highest quality work product; strong attention to detail.
• Ability to effectively prioritize and handle multiple tasks.
• Entrepreneurial spirit.
• An understanding and passion for analyzing a business from an investor’s perspective.
• 1-3+ years of relevant experience in investment banking, corporate finance, equity research, strategic/corporate investments or venture capital; prior investing experience preferred.

Nice To Haves

• Significant knowledge of both financial products and financial analysis including different valuation methodologies.
• Capable of both leading and managing large, multidimensional projects.

Responsibilities

• Conduct diligence on investment opportunities including investment selection, evaluation, due diligence, negotiation, closing, ongoing corporate governance, and potential exit of the portfolio companies.
• Construct company financial forecasts and prepare detailed valuation analyses and presentations to the Investment Committee.
• Monitor strategic developments relevant to the portfolio companies.
• Manage industry/sector company analysis.
• Execute other investment related tasks (tracking prospective deals, negotiating confidentiality agreements, etc.).
• Contribute to managing the day-to-day activities and interaction with portfolio companies, including building and maintaining relationships with founders, supporting various management, strategy and funding matters.
• Collaborate with other Morgan Stanley constituents and relevant groups for mentorship, assistance, introductions, and potential vendor analysis.
• Establish and monitor KPIs, overseeing valuation analysis and company forecasting.
• Build and maintain relationships with relevant entrepreneurial ecosystem members including Venture Capital firms, Angel Groups, Accelerators and Corporate Partners.
• Assist with investor reporting.
• Engage and provide support as necessary to other initiatives on the team.

Benefits

• Ample opportunity to move about the business for those who show passion and grit in their work.
• Attractive and comprehensive employee benefits and perks in the industry.
• Morgan Stanley sponsored benefit programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed