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MSPC-Direct Lending-Associate/ VP
Company | Morgan Stanley |
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Location | New York, NY, USA |
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Salary | $115000 – $170000 |
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Type | Full-Time |
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Degrees | Bachelor’s |
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Experience Level | Mid Level, Senior |
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Requirements
- BA/BS required
- Strong analytical and financial skills, credit/investing background a plus
- 3+ years of finance experience
- 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
Responsibilities
- 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
- Coordinate with finance team on internal valuation process
- Coordinate with internal teams on ad hoc investor information requests as part of fundraising efforts and investor updates
Preferred Qualifications
- Experience in a credit and/or portfolio management type position is preferred