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Morgan Stanley · 4 weeks ago

Real Estate Fund Portfolio Analytics - Analyst

New York, NY

Full-time

Onsite

Entry Level

$100K/yr - $115K/yr

2+ years exp

Morgan Stanley is a leading global financial services firm with a commitment to excellence and diversity. They are seeking an Analyst for their Real Estate Fund Portfolio Analytics team, responsible for supporting portfolio analytics, business plan coordination, and investor reporting for the North Haven Real Estate Funds.

Asset ManagementFinanceFinancial ServicesLending

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

Qualification

Financial services experienceAdvanced Microsoft OfficeModelingData analysisReporting toolsProgramming languagesData analytics toolsMultitaskResponsive to stakeholdersAttention to detailTeam player

Required

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

Preferred

Real estate, investment banking, private equity or management consulting preferred

Prior experience with reporting tools (Tableau, iLEVEL), programming language (Python, JavaScript, SQL) and data analytics tools (Power BI, Snowflake) preferred