Morgan Stanley Private Credit- Portfolio Management - Analyst

Position Description

Morgan Stanley Private Credit (MSPC) is the corporate credit-investing business within the Private Credit & Equity segment of Morgan Stanley Investment Management. MSPC manages investments on behalf of third-party institutional and high net worth investors across a number of funds. MSPC has pockets of capital focused on investing in privately negotiated senior secured debt, junior debt and mezzanine debt investments to middle market corporate issuers as well as select secondary market credit investment opportunities. MSPC is looking for an analyst to support the portfolio management efforts of the credit investing platform.

As a member of the Private Credit Portfolio Management team, the position will play an integral role supporting the team on various funds across the platform. The team is the central point of oversight and contact with a focus on analytical activities and risk management. The team liaises with the organization’s investment teams, as well as the finance team, investor relations, internal legal, tax, risk, compliance and control functions. The role will also support strategic business initiatives and fundraising efforts.

Primary Responsibilities

• Prepare/coordinate quarterly portfolio review process
• Review/analyze quarterly portfolio review materials
• Review/analyze portfolio level and portfolio company level statistics and trends
• Prepare/coordinate materials for quarterly and ad-hoc fund-level portfolio updates
• Review/analyze underperforming portfolio company statistics and trends, including risk rating assessment and watch list preparation and maintenance
• Participate in regular meetings regarding underperforming portfolio accounts and prepare 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 finance team on internal valuation process
• Coordinate with internal teams on ad hoc investor information requests as part of fundraising efforts and investor updates

In this role you will also have the opportunity to work alongside senior leadership to:

• Advance data analytics and reporting functions for the Direct Lending portfolio utilizing technology solutions
• Develop and improve use cases for internal and external technology solutions
• Develop and maintain business intelligence dashboards to analyze portfolio performance with a focus on data across the broad portfolio as well as trends at the fund level, sector level, and for underperforming names

Qualifications

External

• BA/BS in finance or related field required
• 1+ years of finance experience
• Strong analytical and financial skills; experience in a credit and/or portfolio management position is preferred
• 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

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients—helping them reach their goals. We do it in a way that’s differentiated, and we’ve done that 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 the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families with comprehensive benefits. There’s also ample opportunity to move within the business for those who show passion and grit.

To learn more about our offices across the globe, 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 $100,000 and $130,000 per year at the commencement of employment. Base pay is determined on an individualized basis and is 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 benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.