Msim Valuation Specialist - Senior Associate

Morgan Stanley New York City, NY , New York 11251

Posted Yesterday

Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, operates in 23 countries with $1.5 Tn in assets under management or supervision as of December 31, 2023. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

The Public Markets and Alterative Investment Partners Valuation Committees (the "Valuation Committees") are important governing entities within MSIM that are responsible for carrying out certain functions related to the valuation of equity, fixed income, and derivative securities as well as fund investments. The Committees carry out these functions on behalf of MSIM as a registered investment advisor as well as on behalf of the Boards of Directors / Trustees of the Morgan Stanley Funds, which provide oversight in ensuring the net asset value of each fund is fair to purchasing, redeeming, and existing shareholders. The Valuation Committees have the ultimate delegated authority and responsibility for assessing the fair valuation of securities.

Job Description Based in New York, MSIM's Valuation Team is seeking a valuation specialist to support the Valuation Committees in solving daily pricing issues on a diverse set of public and private equity and fixed income securities, and writing memoranda and executive summaries related to fair valued securities for Valuation Committee meetings and quarterly Boards of Directors meetings. The position requires the candidate to perform company and industry research, create and maintain financial models and valuation analyses including, but not limited to, discounted cash flow, comparable company, comparable transaction, and tangible net asset valuation approaches on a number of private equity investments. Additionally, the candidate will be required to review valuations provided by third parties and Investment Teams.

Required Skills / Experience Bachelor's degree in finance, accounting, economics or related discipline required. Master's degree, CFA, or CPA a plus 4 - 7 years of experience in valuation services, equity research, investment banking, or private equity Excellent writing and presentation skills Strong analytical skills and experience in financial modeling Proficiency in accounting and financial statement analysis Experience using income, market, and asset valuation approaches Experience using CapitalIQ and Bloomberg Excellent interpersonal skills and an ability to operate independently Wage Transparency Statement Expected base pay rates for the role will be between $105,000 and $155,000 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).


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Msim Valuation Specialist - Senior Associate

Morgan Stanley