About the position
The Marketing and Investor Relations Associate will be responsible for supporting the marketing efforts for the direct lending business within Morgan Stanley Private Credit, including for the Morgan Stanley Direct Lending Fund (NYSE: MSDL). The candidate will support broader platform fundraising efforts as well as support the investor relations and capital markets function for vehicles that access the public equity and debt markets. The candidate will report to the President of the direct lending strategy and will work directly with the Chief Financial Officer, Chief Operating Officer and other senior members of the direct lending team. The candidate should have ample financial services experience. Direct or related experience in investment banking and / or marketing is preferred. Strong expertise in the direct lending asset class is viewed as additive.
Responsibilities
- Lead quarterly investor presentation updates for all relevant direct lending vehicles
- Assist in preparation of marketing materials for continuously offered vehicles and new products, including marketing presentations and memoranda
- Prepare responses to investor DDQs, RFPs and ad-hoc requests
- Create content such as investor letters, white papers and case studies
- Coordinate with Marketing on website design and maintenance
- Work with Corporate Communications and Marketing on media strategy and communication material
- Support organization of platform debt and equity investor day
- Maintain 12-month investor conference calendar
- Support broader team on equity and debt capital markets executions, including presentation material and Q&A preparation
- Refine public equity and debt engagement strategy, including potential conference participation, investor targeting and ongoing communication with key stakeholders
- Drive material creation for periodic meetings with ratings agencies
- Lead the updating of quarterly earnings materials, including script, Q&A, earnings announcement, release and presentation
- Coordinate with Marketing, Corporate Communications and external vendors, including conference call provider, throughout the earnings cycle
- Monitor and analyze relevant sell-side reports and socialize with internal team and Board of Directors, where appropriate
- Work with finance team to aggregate and analyze financial models developed by analyst coverage and compare against internal projections
- Support senior management on research analyst engagement
- Share relevant peer news to key members of the MSDL team in real time, including on share price activity and ownership movements
Requirements
- 2-3+ years of experience in investor relations, investment banking, sell side research, or marketing
- Ability to serve as a strong ambassador of Morgan Stanley's Private Credit team to the broader Morgan Stanley platform
- Strong technical analysis and writing skills
- Strong understanding of SEC securities disclosure and filing requirements
- Proficient at leveraging analytics, data, financial models, and insights to drive decision-making
- Moderate experience in business development
- Team-oriented approach
- Strong time management skills
- Proficient command of Microsoft Office, namely Microsoft Excel, PowerPoint, and Word
- Proficiency with financial databases, i.e., Bloomberg Terminal, FactSet, Nasdaq IR Insights, etc.
Benefits
- Comprehensive employee benefits and perks
- Opportunities for career advancement within the company
- Support for employees and their families at every point along their work-life journey
