MSIM- Next Level Fund- Investment - Analyst / Associate

Analyst / Associate, Next Level Fund

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 $1.7Tn of AUM with professionals located across 21 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.

Private Credit & Equity (PC&E) consists of a team of 300+ professionals globally managing ~$55 billion of client capital in direct private equity and credit investment across a broad spectrum of industries.

The Next Level Fund is a venture capital fund seeking to generate long-term capital appreciation generally through privately negotiated venture capital investments in primarily early-stage companies where there has been historical underinvestment of early-stage capital. The Fund invests 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 investment 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.)
• Contribute to managing 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, overseeing 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

Qualifications

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

Expected base pay rates for the role will be between $110,000 and $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

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).