Apply on Employer Site

Morgan Stanley · 1 month ago

PES- Investment- Senior Associate

West Conshohocken, PA

Full-time

Onsite

Mid, Senior Level

3+ years exp

Morgan Stanley Investment Management is one of the largest global asset management organizations, and they are seeking a Senior Associate for their Private Equity Solutions team. This role involves managing investment sourcing, opportunity diligence, and evaluation, while also directing junior staff in financial analyses and leading strategic initiatives.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Manage investment sourcing, opportunity diligence and evaluation, and portfolio monitoring by reviewing inbound investment materials, meeting with private equity fund managers, and assessing performance of specific companies and funds

Structure and lead research on a wide range of geographies, industries, companies, and macroeconomic trends

Direct junior investment staff in the creation and execution of financial analyses in support of the investment process (e.g., comparable company valuation analyses, LBO models, investment return projections with sensitivity analyses, track record analyses)

Lead strategic initiatives with cross-functional teams related to technology, data/systems, marketing, business development, sourcing, and business planning

Qualification

Private equity experienceQuantitative modelingInvestment analysisProject managementCommunication skillsTeam orientationIntellectual curiosity

Required

An undergraduate degree from a leading university

MBA from a leading business school a plus

3-5 years of experience in private equity, investment banking, equity research, and/or management consulting

Primaries, co-investment, and/or secondaries experience is a plus

Highly motivated self-starter with a team orientation

Strong verbal and written communication skills

Extensive quantitative modeling experience with an excellent understanding of financial concepts and valuation

Exceptional project management and execution skills with an ability to meet challenging deadlines while maintaining a high degree of quality and accuracy

A high level of intellectual curiosity in developing knowledge of private equity and capital markets