Private Equity Solutions - Investment Management - 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 1,200 opportunities, as of December 31, 2024.

DESCRIPTION:

The Team is seeking candidates, preferably with 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 excellent understanding of financial concepts and valuation
• 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 of intellectual curiosity in developing knowledge of private equity and capital markets

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 - 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 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

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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.

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