MSIM- Private Credit, Portfolio Management – Vice President jobs in United States
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E*TRADE from Morgan Stanley · 1 month ago

MSIM- Private Credit, Portfolio Management – Vice President

positionNew York, New York, United States of America
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$150K/yr - $200K/yr
date6+ years exp

Morgan Stanley Investment Management (MSIM) is a leading investment firm with a focus on providing strong long-term investment performance. They are seeking a Vice President to join the Private Credit Portfolio Management team, responsible for overseeing and managing the Direct Lending portfolio while collaborating with various organizational functions to support strategic initiatives and optimize portfolio management capabilities.

BankingFinanceFinancial Services

Responsibilities

Lead the data analytics and reporting functions for the Direct Lending portfolio utilizing technology solutions
Manage, develop and improve use cases for internal and external technology solutions
Develop and maintain business intelligence dashboards to analyze portfolio performance with a focus analyzing data across the broad portfolio as well as trends at the fund-level, sector-level, and underperforming names
Manage the portfolio review process and review and analyze portfolio level statistics and trends
Review and analyze underperforming portfolio company performance, statistics and trends, including key financial metrics and ratios, risk rating assessment and watch list preparation
Participate in regular meetings regarding the portfolio including underperforming portfolio accounts and prepare/review related materials
Facilitate and coordinate materials for ad-hoc internal/external requests and projects
Review/analyze and track amendment activity across the portfolio
Coordinate with the Investor Relations and Finance teams and contribute to various investor requests and materials, and internal valuation processes

Qualification

Investment analyticsPortfolio managementAlternative investmentsData visualization toolsExcelPowerPointCommunication skillsTeam collaborationAttention to detailSelf-motivatedGoal-oriented

Required

Bachelor's degree in finance or related field required
6+ years of experience in investment analytics and reporting, portfolio management, or a related field, with a focus on alternative investments and private credit
Strong analytical and financial skills, with experience in data, technology, reporting and analytics
Strong capabilities in Excel and PowerPoint
Excellent communication and presentation skills
Ability to work collaboratively within a team and manage multiple tasks under tight deadlines
High commitment to delivering quality work with strong attention to detail
Proactive, self-motivated, and goal-oriented with a strong work ethic

Preferred

Proficiency in data visualization tools preferred

Benefits

Some of the most attractive and comprehensive employee benefits and perks in the industry

Company

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
dateFounded in 1982
location
Arlington, Virginia, USA
people-size1001-5000 employees
web-link
https://us.etrade.com/home

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

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Julia Miller
Executive Director, Creative Services
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