Real Estate Investment Group - Financial Analyst

PowerToFly; Boston (MA); On-site; USD 70,000 - 125,000; Full time

Job summary

Morgan Stanley’s Real Estate Investment Group (REIG) oversees a substantial portfolio across the U.S. The role supports finance and reporting functions for MSIM and Eaton Vance affiliates, involving monthly/quarterly packages and property-level financing activities.

Ideal candidates have a Finance or Real Estate background with 0–2 years of experience, Excel modeling skills, and strong analytical abilities, with CPA/CFA being a plus.

Qualifications

• 0–2 years of experience in finance, accounting, real estate or related field.
• Working toward or having a CPA or CFA is a plus
• Strong analytical and quantitative skills with the ability to create financial reports and analyses
• Systems-oriented with proficiency in Microsoft Office and ability to work with databases
• Strong attention to detail and organizational skills with ability to manage multiple projects

Responsibilities

• Prepare monthly and quarterly reporting packages and analyses.
• Assist on fund and real estate financing activities (fund credit facilities and property level mortgage debt).
• Assist with preparation and submission of real estate mortgage lender reporting.
• Assist with financial reporting, insurance, and cash management functions.
• Prepare ad hoc financial analyses, financial modeling, and projects for REIG leadership

Skills

Analytical thinking

Finance knowledge

Communication skills

Financial reporting

Education

Bachelor's degree

Tools

Microsoft Office

Excel

Job description

Overview:

Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,400 investment professionals around the world and $1.9 trillion in assets under management or supervision as of December 31, 2025. MSIM strives to provide strong long-term investment performance, outstanding service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide.

Basic Purpose:

Eaton Vance’s Real Estate Investment Group (REIG) oversees 150+ institutional properties located across the U.S. with an aggregate value more than $10 billion. The multi-sector portfolio is primarily comprised of multifamily properties and industrial properties.

Primary Responsibilities:

• Preparation of monthly and quarterly reporting packages and analyses
• Assist on Fund level and real estate level financing activities (fund credit facilities and property level mortgage debt)
• Assist with preparation and submission of real estate mortgage lender reporting
• Assist with financial reporting, insurance, and cash management functions
• Prepare ad hoc financial analysis, financial modeling, and projects for REIG’s Director of Finance and the Director of REIG

Job Requirements:

• Bachelor’s degree or higher in Finance, Accounting, Business, Real Estate, or a similar field with 0-2 years of experience.
• Working toward or having a CPA or CFA is a plus
• Strong analytical and quantitative skills with the ability to create financial reports and analysis
• Systems-oriented with proficient knowledge of Microsoft Office Suite and the ability to work with database systems
• Working knowledge/strength in Excel modeling preferred
• Ability to provide thoughtful, detailed analysis
• Strong attention to detail and organizational skills with the ability work on multiple projects
• Excellent verbal, written, and interpersonal communication skills and the ability to interact with a broad constituency
• Strong customer service orientation toward both internal and external customers is required

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 $70,000 and $125,000 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.