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Morgan Stanley · 9 hours ago

MSIM- Next Level Fund- Investment - Analyst/Associate

New York, NY

Full-time

Onsite

Entry, Mid Level

$110K/yr - $225K/yr

1+ years exp

Morgan Stanley Investment Management is a global investment manager with a rich history and a commitment to innovative investment solutions. The Analyst/Associate will work closely with senior staff on the Next Level Fund, conducting due diligence on investment opportunities and managing a portfolio of investments in early-stage technology and technology-enabled companies.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Work with senior members of the Fund to conduct diligence on investment opportunities including investment selection, evaluation, due diligence, negotiation, closing, ongoing corporate governance, and potential exit of the portfolio companies

Construct company financial forecasts and prepare detailed valuation analyses and presentations to the Investment Committee and monitor strategic developments relevant to the portfolio companies

Manage industry/sector company analysis

Execute other investment related tasks (tracking prospective deals, negotiating confidentiality agreements, etc.)

Contribute to managing the day‐to‐day activities and interaction with portfolio companies, including:

Building and maintaining relationships with founders, supporting various management, strategy and funding matters, as necessary and relevant

Collaboration with other MS constituents and relevant groups from a mentor/assistance/introduction and potential vendor analysis perspective

Establish and monitor KPIs, overseeing valuation analysis, company forecasting

Build and maintain relationships with relevant entrepreneurial ecosystem members including Venture Capital firms, Angel Groups, Accelerators and Corporate Partners

Assist with investor reporting

Engage and provide support as necessary to the other initiatives on the team

Qualification

Financial modelingCorporate financeInvestment analysisAnalytical skillsProject managementEntrepreneurial spiritTime managementCommunication skillsPresentation skillsAttention to detail

Required

Exceptional analytical skills with a fundamental understanding of corporate finance and investment principles as well as financial products/securities

Strong financial modeling skills

Strong time management and organizational skills, with the ability to manage a significant workload and work well under pressure, in addition to a demonstrated ability to deliver to a range of audiences (both internal and external) with a range of differing priorities

Exceptional writing, communication (both internal and external) and presentation delivery skills

Extensive experience managing projects with minimal supervision, in addition to sound judgment and the ability to operate independently

Proactive self‐starter and creative problem solver with a demonstrated interest and passion in the multicultural business sector, as well as in the investing and impact sectors

Committed to delivering the highest quality work product; strong attention to detail

Ability to effectively prioritize and handle multiple tasks

Entrepreneurial spirit

An understanding and passion for analyzing a business from an investor's perspective

1‐3 years of relevant experience in investment banking, corporate finance, equity research, strategic/corporate investments or venture capital; prior investing experience preferred