Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has more than 3,200 investment professionals around the world and $1.7 trillion in assets under management (AUM) or supervision as of December 31, 2024. 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. Part of MSIM, the Morgan Stanley Private Credit and Equity (PC&E) platform consists of a range of private equity and private credit strategies collectively managing approx. $55 billion of AUM.We are looking to hire a Portfolio Operations and Investor Coverage Support [Analyst/Associate] to work with the COO of several of the platform's strategies as the business continues to scale. Initially, strategy focus will include: Morgan Stanley Energy Partners (MSEP), which makes private control investments in energy companies located in North America; Morgan Stanley Next Level (MSNL), an impact-focused private equity business that makes venture capital investments in early-stage technology and technology-enabled companies; PC&E's Insurance Dedicated Fund (IDF) sub advisory business, and; a fund of one strategic partnership investing across the PC&E platform. Strategy coverage may increase over time, and it is expected that this role will assist on certain platform wide projects. The candidate should be an independent, self-motivated individual with a willingness to learn and the ability to multi-task and manage time effectively.Principal Responsibilities Include:- Regular and ad-hoc client reporting responsibilities including quarterly summary level and full fund investor documents. This will require coordination with multiple stakeholders including the investment teams, fund administrators, internal governance, legal functions as well as the investor servicing team.- Coordination of regular and ad-hoc investor calls and meetings.- Produce and maintain strategy marketing materials. When fundraising, support development and ongoing update of all fund documents which may include pitchbooks, offering documents, partnership agreements, etc. You will work closely with the various Firm distribution channels to ensure maintenance of all private placement rules and regulations.- Respond and complete investor or prospective investor diligence requests or requests for information. - Effectively communicate fund strategies and respond to other day-to-day investor inquiries.- Support the investment teams in all day-to-day operational duties.- Maintain strong working relationships with external fund support including legal counsel, fund administrators, subscription facility lenders and other vendors as needed.- Maintain proper governance of fund investment and valuation committees.- Assist in fund Annual General Meeting planning or other large format conference sessions. You will coordinate closely with Morgan Stanley events and will be involved in all logistical aspects.- Work closely with the Firm's business continuity functions to ensure all team plans are current.- Lead on continued development of platform wide initiatives.Proficiency in Excel and PowerPoint highly encouragedWHAT 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.Expected base pay rates for the role will be between $110,000 and $130,000 per year 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).
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