MSPC- Direct Lending- Associate/ VP

Morgan Stanley Investment Management (“MSIM”) is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.4Tn of AUM with professionals located across 24 countries, with a proven long‐term track record of success. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world‐class management teams. Morgan Stanley’s extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies’ unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages.

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 associate to support the portfolio management and investment efforts of the credit investing platform.

Position Description:

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:

Portfolio Management:

• 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

Valuation:

• Coordinate with finance team on internal valuation process

Investor due diligence and reporting:

• Coordinate with internal teams on ad hoc investor information requests as part of fundraising efforts and investor updates

Qualifications - External

• BA/BS required
• Strong analytical and financial skills, credit/investing background a plus
• 3+ years of finance experience
• Experience in a credit and/or portfolio management type position is preferred
• Strong working knowledge of cash flow modeling, credit analysis and credit documentation
• Strong communication and presentation skills
• Strong capabilities in Excel and PowerPoint
• Ability to work within a team and under tight deadlines
• High commitment and strong work ethic
• Committed to delivering the highest quality work product; strong attention to detail
• Proactive; self-motivated and goal oriented
• Ability to effectively prioritize and handle multiple tasks

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 - aren’t just beliefs, they 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collab