PES- Investment- Senior Associate

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm with more than 40 years of history a presence in 24 countries and a total of $1.7 trillion in assets under management as of December 31 2024. MSIM strives to provide outstanding long-term investment performance 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 Solutions (the Team) an investment team within MSIM seeks to deliver innovative private markets solutions to a global client base across a variety of asset classes within private equity and related strategies. The Team is comprised of over 60 investment professionals based in suburban Philadelphia New York London and Hong Kong and manages a global program across primary fund investing co-investing and secondaries in developed and emerging markets. The Team also has a strong and growing leadership position across impact-oriented strategies including social impact climate solutions and racial & gender equity. Overall the Team has invested over $27bn across over 1200 opportunities as of December 31 2024.

DESCRIPTION:

The Team is seeking candidates preferablywith previous experience at investment banks consulting firms private equity firms or private equity fund of funds for a Senior Associate position on our Private Equity Solutions team focused on fund investments (primaries) direct investments (co-investing) and LP secondaries investments.

Investment professionals at the Senior Associate level work closely with senior investment professionals on 4-5 person deal teams and are responsible for investment analysis research and investment process management. The private markets program spans asset classes from venture capital to leveraged buyouts and special situations. The position is available in suburban Philadelphia and travel is entailed on up to 40% of assignments.

RESPONSIBILITIES:

• Manage investment sourcing opportunity diligence and evaluation and portfolio monitoring by reviewing inbound investment materials meeting with private equity fund managers and assessing performance of specific companies and funds
• Structure and lead research on a wide range of geographies industries companies and macroeconomic trends
• Direct junior investment staff in the creation and execution of financial analyses in support of the investment process (e.g. comparable company valuation analyses LBO models investment return projections with sensitivity analyses track record analyses)
• Lead strategic initiatives with cross-functional teams related to technology data/systems marketing business development sourcing and business planning

QUALIFICATIONS:

• An undergraduate degree from a leading university. MBA from a leading business school a plus
• 3-5 years of experience in private equity investment banking equity research and/or management consulting. Primaries co-investment and/or secondaries experience is a plus
• Highly motivated self-starter with a team orientation
• Strong verbal and written communication skills
• Extensive quantitative modeling experience with an excellentunderstanding offinancial concepts andvaluation
• Exceptional project management and execution skills with an ability to meet challenging deadlines while maintaining a high degree of quality and accuracy
• A high level ofintellectual curiosity in developing knowledge of private equity and capital markets

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. 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 at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).