Associate, Acquisition

Morgan Stanley; New York (NY); On-site; USD 203,000 - 248,000; Full time

Job summary

Morgan Stanley Investment Management seeks an Associate, Acquisition in New York to evaluate and diligence investment opportunities. You will construct company financial forecasts and valuation models to evaluate opportunities and source deals, track prospective deals, and generate investment memoranda addressing target company, industry, market and exit landscape.

You will monitor portfolio performance and stay current with market developments, such as new investment products and movements in

Qualifications

• Bachelor’s degree in Information Sciences, Finance, or a related field.
• Five years of experience in the position offered or five years as an Associate/Analyst or a closely related occupation.
• Experience in corporate finance and accounting.
• Investment principles and financial products and securities.
• Quantitative and financial modeling.
• Financial analysis including Discounted Cash Flow analysis, Discounted Equity Valuation analysis, Leveraged Buyout analysis, Comparable Companies analysis, and Precedent Transaction analysis.
• Microsoft Office, S&P Capital IQ, PitchBook, and Salesforce.
• Coverage for industries including telecommunications and media, consumer, proptech, and healthcare.
• Investment and deal execution.
• Conducting broad market and commercial research to source investment opportunities.
• Tracking industry trends and developing investment and exit theses for new and existing investments.
• Handling and maintaining investment, portfolio, and fund-level valuation models and reporting.
• Monitoring and interpreting market trends in various subsectors for investment tracking; and
• Utilizing fundamental research, industry contacts, and other resources for comprehensive investment analysis and idea generation.

Responsibilities

• Evaluate and conduct diligence on investment opportunities.
• Construct company financial forecast and valuation models to evaluate opportunities.
• Source deals, track prospective deals, screen pitches and product demos, etc.
• Generate Investment memoranda on investment opportunities, addressing the target company, industry, market and exit landscape.
• Monitor performance of existing portfolio companies.
• Keep current with market developments, such as new investment products and movements in the economy.

Skills

Corporate Finance

Investment Principles

Financial Modeling

Financial Analysis

Deal Execution

Market Research

Industry Trends

Investment Theses

Valuation Models

Market Monitoring

Fundamental Research

Telecom & Media

Consumer

Proptech

Healthcare

Education

Bachelor's degree in Information Sciences, Finance, or a related field

Tools

Microsoft Office

S&P Capital IQ

PitchBook

Salesforce

Job description

Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment, and wealth management services. The Firm's employees serve clients worldwide, including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment, and wealth management services. The Firm's employees serve clients worldwide, including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

In Investment Management, we deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.

What You’ll Do In The Role

Morgan Stanley Investment Management Inc. is seeking an Associate, Acquisition in New York, New York to evaluate and conduct diligence on investment opportunities. Construct company financial forecast and valuation models to evaluate opportunities. Source deals, track prospective deals, screen pitches and product demos, etc. Generate Investment memoranda on investment opportunities, addressing the target company, industry, market and exit landscape. Monitor performance of existing portfolio companies. Keep current with market developments, such as new investment products and movements in the economy.

What You’ll Bring To The Role

• Requires a Bachelor’s degree in Information Sciences, Finance, or a related field of study
• Requires five (5) years of experience in the position offered or five (5) years as an Associate, Analyst, or a closely related occupation
• Requires five (5) years of experience with the following skills:
• corporate finance and accounting;
• investment principles and financial products and securities;
• quantitative and financial modeling;
• financial analysis including Discounted Cash Flow analysis, Discounted Equity Valuation analysis, Leveraged Buyout analysis, Comparable Companies analysis, and Precedent Transaction analysis;
• Microsoft Office, S&P Capital IQ, PitchBook, and Salesforce;
• coverage for industries including telecommunications and media, consumer, proptech, and healthcare;
• Investment and deal execution;
• Conducting broad market and commercial research to source investment opportunities;
• Tracking industry trends and developing investment and exit theses for new and existing investments;
• Handling and maintaining investment, portfolio, and fund-level valuation models and reporting;
• Monitoring and interpreting market trends in various subsectors for investment tracking; and
• Utilizing fundamental research, industry contacts, and other resources for comprehensive investment analysis and idea generation.
  
  

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $225,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.