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MSPC-Direct Lending-Associate/ VP

MSPC-Direct Lending-Associate/ VP

CompanyMorgan Stanley
LocationNew York, NY, USA
Salary$115000 – $170000
TypeFull-Time
DegreesBachelor’s
Experience LevelMid Level, Senior

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