Marketing & Investor Relations-Direct Lending- Associate

Morgan Stanley; New York (NY); On-site; USD 125,000 - 150,000; Full time

Job summary

An established industry player is seeking a Marketing and Investor Relations Associate to enhance their direct lending business. This role involves engaging with investors, creating compelling marketing materials, and supporting capital market strategies. You will work closely with senior leadership, contributing to the growth of the firm and its investor relations efforts. The ideal candidate will bring a strong background in financial services, particularly in investment banking or marketing, and possess exceptional analytical and communication skills. Join a dynamic team where your contributions will be valued and rewarded.

Benefits

Comprehensive Employee Benefits

Diversity and Inclusion Programs

Professional Development Opportunities

Qualifications

• 2-3+ years in investor relations or investment banking.
• Strong technical analysis and writing skills required.

Responsibilities

• Lead quarterly investor presentations and prepare marketing materials.
• Support equity and debt capital markets executions.

Skills

Investor Relations

Investment Banking

Marketing

Technical Analysis

Time Management

Education

Bachelor's Degree

Master's Degree

Tools

Microsoft Office

Bloomberg Terminal

FactSet

Job description

The Marketing and Investor Relations Associate will be responsible for supporting the marketing efforts for the direct lending business within Morgan Stanley Private Credit, including for the Morgan Stanley Direct Lending Fund (NYSE: MSDL). The candidate will support broader platform fundraising efforts as well as support the investor relations and capital markets function for vehicles that access the public equity and debt markets. The candidate will report to the President of the direct lending strategy and will work directly with the Chief Financial Officer, Chief Operating Officer and other senior members of the direct lending team. The candidate should have ample financial services experience. Direct or related experience in investment banking and / or marketing is preferred. Strong expertise in the direct lending asset class is viewed as additive.

KEY RESPONSIBILITIES

LP Engagement:

• Lead quarterly investor presentation updates for all relevant direct lending vehicles
• Assist in preparation of marketing materials for continuously offered vehicles and new products, including marketing presentations and memoranda
• Prepare responses to investor DDQs, RFPs and ad-hoc requests

Platform Marketing:

• Create content such as investor letters, white papers and case studies
• Coordinate with Marketing on website design and maintenance
• Work with Corporate Communications and Marketing on media strategy and communication material
• Support organization of platform debt and equity investor day
• Maintain 12-month investor conference calendar

Public Capital Markets & Ratings Agency Management:

• Support broader team on equity and debt capital markets executions, including presentation material and Q&A preparation
• Refine public equity and debt engagement strategy, including potential conference participation, investor targeting and ongoing communication with key stakeholders
• Drive material creation for periodic meetings with ratings agencies

MSDL-Specific Responsibilities:

• Lead the updating of quarterly earnings materials, including script, Q&A, earnings announcement, release and presentation
• Coordinate with Marketing, Corporate Communications and external vendors, including conference call provider, throughout the earnings cycle
• Monitor and analyze relevant sell-side reports and socialize with internal team and Board of Directors, where appropriate
• Work with finance team to aggregate and analyze financial models developed by analyst coverage and compare against internal projections
• Support senior management on research analyst engagement
• Share relevant peer news to key members of the MSDL team in real time, including on share price activity and ownership movements

Qualifications

• 2-3+ years of experience in investor relations, investment banking, sell side research, or marketing
• Ability to serve as a strong ambassador of Morgan Stanley’s Private Credit team to the broader Morgan Stanley platform
• Strong technical analysis and writing skills
• Strong understanding of SEC securities disclosure and filing requirements
• Proficient at leveraging analytics, data, financial models, and insights to drive decision-making
• Moderate experience in business development
• Team-oriented approach
• Strong time management skills
• Proficient command of Microsoft Office, namely Microsoft Excel, PowerPoint, and Word
• Proficiency with financial databases, i.e., Bloomberg Terminal, FactSet, Nasdaq IR Insights, etc.

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 $125,000 and $150,000 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).