Analyst/Associate - Next Level Fund Analyst/Associate - Next Level Fund …

Morgan Stanley
in New York, NY
Permanent, Full time
Be the first to apply
Morgan Stanley
in New York, NY
Permanent, Full time
Be the first to apply
Analyst/Associate - Next Level Fund
The Multicultural Client Strategy Team at Morgan Stanley seeks to position the Firm as a corporate leader in engaging productively and commercially with multicultural constituents. The team achieves this objective by initiating, leveraging and engaging key relationships in multicultural markets, by delivering the Firm's resources to these clients and by building our external credibility as a financial services firm that is invested in driving positive commercial outcomes in the multicultural business segment.
The group is focused on developing innovative programs that will advance the aforementioned objective and create opportunities for future revenue generation from multicultural clients. The group also seeks to continue initiation and development of coverage relationships with multicultural decision makers, execute large marquee client events, execute the Multicultural Innovation Lab ("MCIL") and expand the Capital Access Initiative to a nationwide platform, among other initiatives.
The newest initiative for the Multicultural Strategy Team, in partnership with Morgan Stanley's Private Credit & Equity business within Investment Management, is the Next Level Fund, a venture fund seeking to generate long-term capital appreciation generally through privately negotiated venture capital investments in primarily early stage companies with female or diverse members of the founding team. The Fund will make investments in early-stage technology and technology-enabled companies in the technology, consumer/retail, financial technology, healthcare and media/entertainment industries primarily located in the United States, and Canada, with annual recurring revenue of at least $1MM and a valuation of at least $10MM.
The Analyst / Associate will be an integral member of the Investment Team for the Next Level Fund working with senior staff members in making and managing a portfolio of investments. Responsibilities include:

  • Work with senior members of the Fund to conduct diligence on investment opportunities including i nvestment selection, evaluation, due diligence, negotiation, closing, ongoing corporate governance, and potential exit of the portfolio companies
  • Construct company financial forecasts and prepare detailed valuation analyses and presentations to the Investment Committee and monitor strategic developments relevant to the portfolio companies
  • Manage industry/sector company analysis
  • Execute other investment related tasks (tracking prospective deals, negotiating confidentiality agreements, etc.)
  • Manage the day-to-day activities and interaction with portfolio companies, including:
    • Building and maintaining relationships with founders, supporting various management, strategy and funding matters, as necessary and relevant
    • Collaboration with other MS constituents and relevant groups from a mentor/assistance/introduction and potential vendor analysis perspective
    • Establish and monitor KPIs, conduct valuation analysis, company forecasting
  • Build and maintain relationships with relevant entrepreneurial ecosystem members including Venture Capital firms, Angel Groups, Accelerators and Corporate Partners
  • Assist with investor reporting
Engage and provide support as necessary to the other initiatives on the team


The ideal candidate should have significant knowledge of both financial products and financial analysis including different valuation methodologies and should be capable of managing large, multidimensional projects. Required skills include:
  • Exceptional analytical skills with a fundamental understanding of corporate finance and investment principles as well as financial products/securities
  • Strong financial modeling skills
  • Strong time management and organizational skills, with the ability to manage a significant workload and work well under pressure, in addition to a demonstrated ability to deliver to a range of audiences (both internal and external) with a range of differing priorities
  • Exceptional writing, communication (both internal and external) and presentation delivery skills
  • Extensive experience managing projects with minimal supervision, in addition to sound judgment and the ability to operate independently
  • Proactive self-starter and creative problem solver with a demonstrated interest and passion in the multicultural business sector, as well as in the investing and impact sectors
  • Committed to delivering the highest quality work product; strong attention to detail
  • Ability to effectively prioritize and handle multiple tasks
  • Entrepreneurial spirit
  • An understanding and passion for analyzing a business from an investor's perspective
  • 1-3 years of relevant experience in investment banking, corporate finance, strategic investments or venture capital; prior investing experience preferred

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