Associate Private Analytics Analyst Associate Private Analytics Analyst …

Morgan Stanley
in Beaufort, NC, United States
Permanent, Full time
Be the first to apply
Morgan Stanley
in Beaufort, NC, United States
Permanent, Full time
Be the first to apply
Associate Private Analytics Analyst
Private Equity Analytics Analyst/Associate

Morgan Stanley InvestmentManagement, together with its investment advisory affiliates, has more than 600investment professionals around the world and $497 billion in assets undermanagement or supervision as of June 30, 2019.  Morgan Stanley InvestmentManagement strives to provide outstanding long-term investment performance,service and a comprehensive suite of investment management solutions to adiverse client base, which includes governments, institutions, corporations andindividuals worldwide.

This position is with the MorganStanley Alternative Investment Partners Private Equity Team (AIP PE).  The AIP PE team isfocused on providing world-class private markets solutions to our investors andhas $11.5 billion in assets under management and advisory as of December 2018.  AIP PE is part of Morgan Stanley AlternativeInvestment Partners (AIP), a boutique investment business within MorganStanley Investment Management.  AIP isMorgan Stanleys fund of funds group with teams specializing in private equity,hedge fund, and real estate investing, as well as a Portfolio Solutions Groupthat manages multi-asset class alternative investment portfolios. By housingthese investment disciplines under one roof, AIP is uniquely positioned tooffer a broad array of portfolio solutions and custom accounts that aretailored to clients evolving investment objectives. 

Position Description

The Analyst/Associate will beresponsible for acquiring in-depth knowledge of AIP PE portfolios and systemsin order to assist the investment, marketing, and client service teams withperformance reporting and other related portfolio analysis.  This position will be located in the WestConshohocken, PA office.

Team Responsibilities

  • Create models to analyze and forecast fund performance, cash flows, and fees
  • Measure composite and disaggregated performance and contrast with public and private benchmarks
  • Create custom track records and refresh as needed
  • Assist marketing and client service teams with quantitative aspects of marketing materials and investor requests
  • Coordinate portfolio company data collection and assist in system design, testing, and implementation
  • Cash management and coordination of investor capital calls and distributions
  • Assist in the preparation of both written and data components of RFPs
  • Ensure data integrity and consistency throughout internal systems
  • Conduct ad hoc analysis using internal and external databases

Skills Required

  • Degree in Finance, Accounting, or related field.
  • 1-4 years in financial analysis and/or fund accounting.  Private Equity or Hedge Fund experience a plus.
  • Experience with spreadsheet modeling and Investran preferred.
  • Excellent quantitative, written, verbal, and interpersonal skills, including the ability to interact with internal and external clients.
  • Highly detail oriented with a strong ability to manage and execute simultaneous projects and tasks without reminders.
  • Exceptionally self-motivated, with a high level of initiative and the resourcefulness to efficiently and effectively problem solve.
  • Strong knowledge of and ability to use Microsoft Word, Excel, and Powerpoint.

Primary Location: Americas-United States of America-Pennsylvania-West Conshohocken
Work Locations:
Job: Asset/Investment Management
Organization: Morgan Stanley
Job Posting: Oct 17, 2019