Job Opportunity
Analyst – Investment
Morgan Stanley | New York, NY
Job Summary
Work closely with senior investment professionals on deal teams and work alongside a diverse field of Sponsors analyzing companies in a wide range of industries. Undergraduate degree. 1 year of full-time experience in a finance, investment, or strategy consulting-oriented role.
Details
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,100 investment professionals around the world and $1.6 trillion in assets under management or supervision as of March 31, 2022. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Morgan Stanley Private Equity Secondaries, an investment team within Morgan Stanley Investment Management, seeks to deliver innovative private market solutions to a global client base. As part of a broader team of 50 dedicated private markets focused professionals, the secondaries business draws on decades of investment experience across private markets. With a focus on GP-Led secondaries transactions in developed buyout and growth markets, the Team structures compelling opportunities within less efficient markets and has deployed nearly $4.8 billion to over 220 secondary transactions as of December 31, 2021.
The Secondaries team, comprised of 15 investment professionals based in New York, Philadelphia, and London, focuses on partnering with high quality lower and mid-market private equity sponsors globally to structure and complete complex GP-led secondaries transactions, many of which are focused on a targeted asset within a sponsor’s portfolio. The Team’s approach to each investment is bespoke, tailored to provide an optimal solution to each of the stakeholders in a transaction. As a result, no two transactions are the same, and each requires transaction expertise, thorough due diligence and careful crafting to achieve the desired objectives for all parties involved. In addition to providing liquidity to some or all of the existing limited partners, the key driving factors for these transactions typically include a variety of goals such as restoring alignment between the manager and investors, providing the manager with more time to create value, and financing tactical growth capital. In each situation, the Team approaches the transaction with the aim of providing a capital-based solution to the structural issue being addressed, with a core focus on ensuring strong alignment with a high caliber private equity sponsor and the Fund’s investors.
Analysts will have the opportunity to work closely with senior investment professionals on deal teams and work alongside a diverse field of Sponsors analyzing companies in a wide range of industries. Analysts are responsible for investment analysis, research, investment process management, transaction structuring, and deal execution.
Responsibilities:
The Analyst will perform private equity investment analyst responsibilities as part of the secondaries team, detailed as follows:
* Constructing, analyzing, and modifying detailed financial and LBO models and returns analyses
* Conducting market and industry research on both a primary and secondary research basis
* Preparing and presenting investment memos to the Investment Committee
* Preparing term sheets and letters of intent; coordinating the execution of transactions through all parties involved
* Supporting investment sourcing, client service requests, portfolio monitoring, and other organizational processes
Qualifications:
Candidates must have completed an undergraduate degree and have 1 year of full-time experience in a finance, investment, or strategy consulting-oriented role. Candidates with the following characteristics are highly preferred:
* Undergraduate degree from a leading university with a strong GPA in a challenging major
* 1-3 years of experience
* Strong quantitative and qualitative analytical skills
* Strong verbal and written communication skills
* High level of attention-to-detail
* Quantitative modeling experience
* Understanding of financial concepts, valuation, and accounting
* Ability to meet challenging deadlines while maintaining quality and accuracy
* Strong team player
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- Min Education: BA/BS
- Min Experience: 1 years