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Morgan Stanley · 2 weeks ago

MSIM- Private Credit, Portfolio Management – Vice President

New York, NY

Full-time

Onsite

Mid, Senior Level

$150K/yr - $200K/yr

6+ years exp

Morgan Stanley Investment Management is a global investment management 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 the Direct Lending portfolio and optimizing technology platforms for enhanced portfolio management capabilities.

Asset ManagementFinanceFinancial ServicesLending

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