Valuation Specialist – Investment Management – Senior Associate

Morgan Stanley • Purchase, NY

1d

About The Position

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 25 countries with $1.9 Tn in assets under management or supervision as of December 31, 2025. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. MSIM’s Valuation Committees are important governing entities responsible for performing certain functions related to the valuation of equity and fixed income securities, derivatives, and fund investments. The Committees carry out these functions on behalf of MSIM as a registered investment advisor as well as on behalf of the Boards of Directors / Trustees, which provide oversight in ensuring the net asset value of each fund is fair to purchasing, redeeming, and existing shareholders. The Valuation Committees have the ultimate delegated authority and responsibility for the valuation of fund holdings. MSIM’s Valuation Team is seeking a valuation specialist to support the Valuation Committees for a diverse set of public and private equity and fixed income securities.

Requirements

• Bachelor’s degree required
• At least 5 years of experience in valuation services, equity research, investment banking, or private equity
• Excellent writing and presentation skills
• Strong analytical skills and experience in financial modeling
• Proficiency in accounting and financial statement analysis
• Experience using income, market, and asset valuation approaches
• Experience using CapitalIQ and Bloomberg
• Excellent interpersonal skills and an ability to operate independently

Nice To Haves

• Master’s degree, CFA, or CPA a plus

Responsibilities

• Perform valuation analyses including discounted cash flow, comparable company, and comparable transaction approaches for private equity investments
• Perform portfolio company and industry research
• Create and maintain financial models
• Review valuations provided by third parties and Investment Teams
• Prepare reports and executive summaries for Valuation Committee and Boards of Directors meetings
• Present valuation recommendations to the Valuation Committees

Benefits

• commission earnings
• incentive compensation
• discretionary bonuses
• other short and long-term incentive packages
• other Morgan Stanley sponsored benefit programs

What This Job Offers

• Job Type: Full-time
• Career Level: Senior