Morgan Stanley Logo

Morgan Stanley

Private Credit - Underwriting - Analyst/ Associate

Posted Yesterday
Be an Early Applicant
In-Office
New York, NY, USA
110K-225K Annually
Junior
In-Office
New York, NY, USA
110K-225K Annually
Junior
The role involves conducting due diligence, financial modeling, preparing memoranda, and monitoring portfolio company performance in credit investing.
The summary above was generated by AI
Job Description

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 $1.5Tn 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 and strategies. 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.

Morgan Stanley Direct Lending (“MSDL”) is a rapidly growing and the largest segment of Morgan Stanley Private Credit. The team closed its first transaction in the first quarter of 2020 has since grown to ~$20 billion of AUM and manages over 225 portfolio accounts. Almost all of the team's investing activities are focused on upper middle market private equity-controlled companies seeking club-executed unitranche financing. MSDL is looking for an Analyst or Associate to support the investment efforts of the credit investing platform.

Responsibilities:

  • Work with senior and junior members of MSDL to conduct due diligence on new opportunities

  • Perform in-depth sector and company research and detailed financial modeling

  • Prepare credit investment memoranda

  • Assist with the negotiation of term sheets, commitment letters and credit documentation

  • Monitor portfolio company results as well assist with add-on financings and amendments

  • Bachelor’s Degree

  • Strong academic record and job performance

  • Minimum of 2 years of relevant work experience, mix of Investment Banking and Private Credit experience preferred

  • Excellent PowerPoint, Word and Excel skills, including ability to independently create flowing, 3-statement financial projection models

  • Strong written and verbal presentation skills

  • Ability to work effectively on multiple projects in a fast-paced environment

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.

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 $110,000 - $225,000 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

Illinois-

Salary range for the position: $110,000 - $225,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings

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.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Top Skills

Excel
PowerPoint
Word
HQ

Morgan Stanley New York, New York, USA Office

1585 Broadway, New York, NY, United States, 10036

Morgan Stanley New York, New York, USA Office

522 5th Ave, New York, NY, United States

Similar Jobs

Senior level
Artificial Intelligence • Automotive • Computer Vision • Information Technology • Internet of Things • Logistics • Software
The Senior Communications Manager leads People Communications strategies, ensuring clarity and alignment, while partnering with executives to enhance communication effectiveness across the organization.
2 Hours Ago
Hybrid
205K-240K Annually
Senior level
205K-240K Annually
Senior level
Artificial Intelligence • Automotive • Computer Vision • Information Technology • Internet of Things • Logistics • Software
The Senior Engineering Manager will lead engineering teams in applying AI and machine learning for automated HD and SD map creation, managing diverse sensor data and developing scalable data pipelines.
Top Skills: AICloud-Based Ml InfrastructureComputer VisionData Processing PipelinesDistributed SystemsLidarMachine Learning
2 Hours Ago
Hybrid
190K-220K Annually
Expert/Leader
190K-220K Annually
Expert/Leader
Artificial Intelligence • Automotive • Computer Vision • Information Technology • Internet of Things • Logistics • Software
The Principal Software Engineer will lead the design and implementation of automation pipelines for map-making, using big data and ML techniques, while providing technical leadership and collaborating with cross-functional teams.
Top Skills: AIDockerDynamoDBFlinkHadoopJavaKafkaKubernetesMlMongoDBNoSQLPythonScalaShell ScriptingSparkSQL

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account