MSIM- Private Credit, Portfolio Management - Vice President
Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.7 trillion in assets under management or supervision as of June 30, 2025. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding 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 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 a Vice President to join the Private Credit Portfolio Management team, you will play a critical role in overseeing and managing the Direct Lending portfolio. This position requires a strong analytical mindset, leadership skills, and a deep understanding of alternative investments and credit markets. You will collaborate closely with the organization's investment team a s well as finance, investor relations, internal legal, tax, risk, compliance and control functions. The role will support strategic business initiatives and fundraising efforts, while also leading digital transformation efforts to optimize technology platforms and solutions to enhance the organization's portfolio management capabilities.
Primary Responsibilities:
- Lead the data analytics and reporting functions for the Direct Lending portfolio utilizing technology solutions
- Manage, develop and improve use cases for internal and external technology solutions
- Develop and maintain business intelligence dashboards to analyze portfolio performance with a focus analyzing data across the broad portfolio as well as trends at the fund-level, sector-level, and underperforming names
- Manage the portfolio review process and review and analyze portfolio level statistics and trends
- Review and analyze underperforming portfolio company performance, statistics and trends, including key financial metrics and ratios, risk rating assessment and watch list preparation
- Participate in regular meetings regarding the portfolio including underperforming portfolio accounts and prepare/review 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 the Investor Relations and Finance teams and contribute to various investor requests and materials, and internal valuation processes
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Qualifications:
- Bachelor's degree in finance or related field required
- 6+ years of experience in investment analytics and reporting, portfolio management, or a related field, with a focus on alternative investments and private credit
- Strong analytical and financial skills, with experience in data, technology, reporting and analytics
- Proficiency in data visualization tools 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:
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 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $150,000 and $200,000 at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's 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).
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Fitness Subsidies
- On-Site Gym
- Pet Insurance
- Mental Health Benefits
- FSA
- Virtual Fitness Classes
- HSA
Parental Benefits
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Return-to-Work Program
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Adoption Leave
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Leave of Absence
- Volunteer Time Off
- Personal/Sick Days
Financial and Retirement
- 401(K) With Company Matching
- Stock Purchase Program
- Performance Bonus
- Relocation Assistance
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Mentor Program
- Access to Online Courses
- Lunch and Learns
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
- Internship Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)