MSIM Tactical Value, Acquisitions Associate (2027 Program)

15 MS Investment Mgmt., Inc.; New York (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

Morgan Stanley is seeking a Pre-MBA Associate in New York to work directly with senior investors and contribute across the investment lifecycle. You will evaluate opportunities, build financial models, and prepare memoranda while coordinating due diligence with advisors.

The role requires 1–3 years in investment banking or private equity, with preference for M&A, industry coverage, or capital markets experience. Strong communication and teamwork are essential to success.

Qualifications

• 1–3 years’ experience in investment banking or private equity.
• Experience in M&A, industry coverage, or capital markets is preferred.
• Strong verbal and written communication skills.
• High attention to detail and ability to work with others.
• Able to handle multiple assignments and meet deadlines.

Responsibilities

• Evaluate investment opportunities and conduct sector analysis.
• Develop and analyze financial projections and valuations.
• Monitor portfolio companies post investment.
• Conduct macro research on themes and assets.
• Build financial models for projection and scenarios.
• Produce investment memoranda and supporting materials.
• Coordinate due diligence with advisors and consultants.
• Interface with management teams to monitor performance.

Skills

Investment banking experience

Private equity

M&A

Communication skills

Interpersonal skills

Attention to detail

Multitasking

Job description

Responsibilities:

MSIM Tactical Value is looking for a Pre-MBA Associate to work directly with senior investors and decision-makers and serve as a key contributor throughout the lifecycle of investing, including the evaluation of investment opportunities, conducting in-depth sector analysis, developing and analyzing financial projections and valuations, and monitoring portfolio companies post investment.

Specifically, the team is looking for an Associate able to help in the following areas:

• Conduct research on macro themes, investment ideas, and target assets


• Build financial models for company projection and transaction scenarios


• Produce investment memoranda and support materials on investment opportunities


• Coordinate with advisors and consultants on due diligence items


• Monitor the performance of portfolio companies and interface with management teams

Qualifications:

• 1-3 years’ previous experience in investment banking or private equity


• Experience: M&A, industry coverage, or capital markets preferred


• Ability to learn quickly and interact well with others


• Enthusiasm, self-motivation, and a team player attitude


• Superior level of attention to detail


• Outstanding verbal and written communication skills


• Highly developed interpersonal skills


• Ability to handle multiple assignments at once and meet associated deadlines important to success

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 $110,000 and $150,000 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. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values.

Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.