E*TRADE from Morgan Stanley · 10 hours ago
Marketing & Investor Relations - Investment Management - Associate
New York, New York, United States of America
Full-time
Onsite
Mid Level
$125K/yr - $150K/yr
3+ years expE*TRADE from Morgan Stanley is seeking a Marketing and Investor Relations Associate to support the marketing efforts for the direct lending business within Morgan Stanley Private Credit. The role involves engaging with investors, preparing marketing materials, and supporting capital markets functions.
BankingFinanceFinancial Services
Responsibilities
Lead quarterly investor presentation updates for all relevant direct lending vehicles as well as ad hoc fundraising requests
Assist in preparation of marketing materials for continuously offered vehicles and new products, including marketing presentations and offering memorandums
Prepare responses to investor DDQs, RFPs and ad-hoc requests related to the direct lending investment strategy
Support broader team on equity and debt capital markets executions, including presentation material and Q&A preparation
Refine public equity and debt engagement strategy, including potential conference participation, investor targeting and ongoing communication with key stakeholders
Drive material creation for periodic meetings with ratings agencies
Create content such as investor letters, white papers and case studies
Coordinate with Marketing on website design and maintenance
Work with Corporate Communications and Marketing on media strategy and communication material
Support organization of platform debt and equity investor day
Maintain 12-month investor conference calendar
Lead the updating of quarterly earnings materials, including script, Q&A, earnings announcement, release and presentation
Coordinate with Marketing, Corporate Communications and external vendors, including conference call provider, throughout the earnings cycle
Monitor and analyze relevant sell-side reports and socialize with internal team and Board of Directors, where appropriate
Work with finance team to aggregate and analyze financial models developed by analyst coverage and compare against internal projections
Support senior management on research analyst engagement
Share relevant peer news to key members of the MSDL team in real time, including on share price activity and ownership movements
Qualification
Required
3-5 years of experience in investor relations, investment banking, sell side research, or marketing
Ability to serve as a strong ambassador of Morgan Stanley's Private Credit team to the broader Morgan Stanley platform
Strong technical analysis and writing skills
Strong understanding of SEC securities disclosure and filing requirements (10-Ks, 10-Qs, etc.)
Proficient at leveraging analytics, data, financial models, and insights to drive decision-making
Moderate experience in business development
Team-oriented approach
Strong time management skills
Proficient command of Microsoft Office, namely Microsoft Excel, PowerPoint, and Word
Proficiency with financial reporting and databases, i.e., Bloomberg Terminal, BDC Collateral, FactSet, S&P Capital IQ, etc
Preferred
Direct or related experience in investment banking and / or investment management is preferred
Experience with RFP softwares such as Loopio, Qvidian, etc are a plus
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase