Morgan Stanley · 2 months ago
MS Capital Partners- Portfolio Value Creation- Associate
Morgan Stanley is a leading middle market private equity platform that focuses on creating value in portfolio companies. The Associate will work collaboratively with portfolio companies and the Investment Team to drive operational change and value creation through various initiatives.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Work with portfolio company management teams and MSCP team to drive operational value creation across the portfolio
Driving day-to-day project management of key strategic projects and priorities with the management team, board, and MSCP
Building the business case and leading the analysis / implementation of key revenue growth initiatives (e.g., strategic pricing, sales team effectiveness, new product / market entry)
Building and executing a plan for post-merger integration of add-on acquisitions to drive growth and synergies
Analyzing company cost structures and identifying opportunities for efficiency as the company scales
Supporting portfolio company CEOs to identify and quantify broader and longer-term strategic priorities
Support the investment team in conducting due diligence of new investments (e.g., team evaluation, market / commercial due diligence, analysis of company performance)
Support the MSCP Value Creation Partner / Principal in developing the 5-year Value Creation Plan and executing on near-term post-close priorities
Monitor ongoing company performance and adjust value creation priorities
Support portfolio company Exit processes and development of sell-side materials
Qualification
Required
3-5 years of relevant work experience, ideally a combination of top-tier management consulting and operational transformation / leadership roles
Relevant undergraduate degree and strong academic performance
Strong track record of success in current and prior roles
Excellent analytical and problem-solving skills, structured and logical thinker
Ability to prioritize and work across multiple workstreams, ability to manage multiple stakeholders with a focus on delivering value
General experience with strategy and operational value creation, (focus in areas including sales, marketing effectiveness, pricing, post-merger integration, synergy execution, etc.)
Demonstrated verbal and written communication skills with a variety of stakeholders
Broad company / sector experience preferred, ideally including experience in the services-based sectors where MSCP invests
Experience with private equity value creation / the ability to think like an investor
Strong intellectual curiosity and the desire to solve problems
Structured thinker – ability to effectively diagnose issues, break them down into their component parts, and then use data / information to solve problems
Strong interpersonal and communication skills, with an ability to build relationships across portfolio company management teams of different styles and tenures
Collaborative and collegial – wants to be part of a close-knit team
Highly motivated and energetic – wants to work together to find the best outcome
Entrepreneurial and hands-on – excited to roll up their sleeves and be resourceful to find the right solutions
High degree of professional integrity and business judgment – always ensure they are doing what is right for MSCP's investors and portfolio companies
Humble, low-ego, high-EQ with the ability to connect and build strong relationships
Preferred
Broad company / sector experience preferred, ideally including experience in the services-based sectors where MSCP invests
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Recent News
2026-01-22
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2026-01-21
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