MSIM Tactical Value, Acquisitions Associate (2027 Program)

Overview

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has more than 1,300 investment professionals worldwide and $1.8 trillion in assets under management or supervision as of 3Q 2025. MSIM strives to deliver strong long-term investment performance, outstanding service, and a comprehensive suite of investment management solutions to a diverse client base, including governments, institutions, corporations, and individuals.

Team and Role

Morgan Stanley’s Tactical Value team is part of a ~$30 billion private equity and credit platform within MSIM. The group invests in private equity, growth equity, and structured credit across industries. The strategy leverages connectivity with Morgan Stanley IBD and GCM, as well as external relationships, for sourcing, diligence, and value creation after investment. The team is a generalist group that invests in both large cap and middle-market deals with check sizes of $50–$750 million. Recent focus areas include tech/cybersecurity, media, sports, business services, and infrastructure technology. This is a unique opportunity to join a growing and entrepreneurial team with significant upward mobility.

Responsibilities

MSIM Tactical Value is seeking a Pre-MBA Associate/Analyst to work directly with senior investors and decision-makers, acting as a key contributor throughout the investment lifecycle. Responsibilities include evaluating opportunities, conducting in-depth sector analysis, building and analyzing financial projections and valuations, and monitoring portfolio companies post-investment.

The Associate/Analyst will assist in the following areas:

• Conduct research on macro themes, investment ideas, and target assets
• Build financial models for company projections and transaction scenarios
• Produce investment memoranda and supporting materials on investment opportunities
• Coordinate with advisors and consultants on due diligence items
• Monitor the performance of portfolio companies and interface with management teams

Qualifications

• 1–2 years of previous experience in investment banking or private equity
• Experience in M&A, industry coverage, or capital markets preferred
• Ability to learn quickly and interact well with others
• Enthusiasm, self-motivation, and a team-oriented attitude
• Superior attention to detail
• Outstanding verbal and written communication skills
• Highly developed interpersonal skills
• Ability to handle multiple assignments and meet deadlines
• This program is to start in Summer 2027

What You Can Expect from Morgan Stanley

At Morgan Stanley, we raise, manage, and allocate capital for our clients to help them reach their goals. We do it in a differentiated way, a stance we have maintained for 90 years. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide our decisions to do what’s best for clients, communities, and more than 80,000 employees in 1,200 offices across 42 countries. You will work alongside the best and brightest in a collaborative, empowering environment with opportunities to grow and move across the business for those who show passion and grit.

To learn more about our global offices, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Compensation

Expected base pay rates for the role will be between $110,000 and $150,000 per year at the start of employment. Base pay is determined on an individualized basis and is only part of the total compensation package, which may include commission earnings, incentive compensation, discretionary bonuses, other short- and long-term incentive programs, and other Morgan Stanley-sponsored benefits.

Equal Opportunity & Diversity

Morgan Stanley is committed to building and maintaining a workforce that reflects high standards of integrity and excellence. Our recruiting efforts aim to attract and retain the best talent from all pools. We are an equal opportunity employer and prohibit discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital status, pregnancy, veteran or military status, genetic information, or any other characteristic protected by law. We encourage applications from all qualified individuals (M/F/Disability/Vet).