Real Estate Fund Portfolio Analytics - Analyst
About The Position
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.7 trillion in assets under management or supervision as of December 31, 2024. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Morgan Stanley Real Estate Investing (“MSREI”) is the global private real estate investment management business of Morgan Stanley. One of the most active property investors in the world for over three decades, MSREI employs a patient, disciplined approach through global value-add / opportunistic and regional core / core-plus real estate investment strategies. With 17 offices throughout the U.S., Europe and Asia, regional teams of dedicated real estate professionals combine a unique global perspective with local presence and significant transaction execution expertise. MSREI currently manages $52 billion of gross real estate assets worldwide on behalf of its clients. The individual will play an integral role in supporting all aspects of portfolio analytics for the North Haven Real Estate Funds (“NHREF”). This role would uniquely position the candidate to collaborate with global teams and senior management of MSREI. Strong analytical / problem solving skills and attention to detail are critical to success in the position, alongside the ability to multitask and efficiently utilize resources. The NHREF series are closed-end private equity funds that acquire value-add / opportunistic real estate and real estate-related assets globally. Its portfolios comprise all major asset classes and include equity investments in single assets, portfolios and real estate operating companies. The current active NHREF represent approximately $6 billion of global real estate assets under management as of December 31, 2024.
Requirements
- BA/BS required
- 2+ years of financial services consulting or advisory experience in major firm. Real estate, investment banking, private equity or management consulting preferred
- Advanced Microsoft Office skills including PowerPoint, Excel and Word
- Strong modeling and data analytical skills. Ability to multi-task and pivot between different projects.
- Strong attention to detail
- Responsive to stakeholder needs, ability to work under pressure, and with flexibility, to meet tight deadlines
- Team-player who thrives in a dynamic environment, with strong work ethic, entrepreneurial spirit and desire to learn
Nice To Haves
- Prior experience with reporting tools (Tableau, iLEVEL), programming language (Python, JavaScript, SQL) and data analytics tools (Power BI, Snowflake) preferred
Responsibilities
- Prepare quarterly portfolio metrics summary, fund models, and portfolio overview presentations
- Review carried interest calculations
- Prepare sensitivity analyses, liquidity projections and other scenario tools to analyze the performance of the NHREF funds
- Assist in the review of quarterly fund-level track record
- Collaborate cross-functionally within the MSREI platform on capital raising efforts, technology, ESG, research and hedging
- Assist in the coordination of the business plan process and valuation committee meetings by reviewing discount rates, cash flow projections and cap rates across the global NHREF platform
- Prepare internal valuation estimates and review Valuation Committee materials
- Conduct valuation sensitivity analyses
- Prepare/coordinate fund-level quarterly reports
- Prepare/coordinate Advisory Committee Meeting materials
- Create portfolio and investment level materials for external investors and internal committees
- Assist with investor queries / requests including DDQs, RFPs and other capital raising related data requests that involve fund and investment level performance
- Prepare ad-hoc analysis for senior management, work on platform-wide strategic business initiatives
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
