Morgan Stanley Investment Management ("MSIM") is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $463Bn of AUM with approximately 650 professionals located across 21 countries. We have a proven long- term track record of success in private credit and equity investing since 1985. The team of 160+ professionals currently manages over $9 billion of AUM in direct private credit and equity investment across a broad spectrum of industries. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world- class management teams. Morgan Stanley's extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages.
Role Description: Private Credit & Equity (PC&E) is expanding its private credit / direct lending platform and launching new investment vehicles including Business Development Companies (BDCs). The new strategies will focus primarily on investing in directly originated loans (mostly for middle and upper middle market borrowers). The loans will be sourced directly by the investment team as well as through the broader Morgan Stanley platform (MSIM, PC&E, Investment Banking, and Wealth Management). The platform ultimately intends to raise several additional pools of capital, including but not limited to BDCs, GP / LP structures, and SMAs. The Finance / Operations professional will have responsibility for a broad range of activities pertaining to the creation and management of the vehicles, including:
· Coordinate fund formation activities partnering with various support groups across MSIM / the Firm · Direct the development of fund marketing materials · Assist in fundraising efforts, facilitating due diligence sessions, drafting appropriate internal / external notifications · Manage the documentation filing process with the SEC (with internal and external counsel) · Assist with drafting the Exemptive Order and allocation policy for co-investment across the MSIM platform · Establish credit facilities for the BDC and other pools of capital · Coordinate audit and accounting matters (with MSIM resources and an external auditing firm) · Manage quarterly investor reporting process · Investor onboarding · Manage valuation process · Maintain investor database / information · Liaise and coordinate with PC&E management for corporate / MSIM / PC&E level initiatives · Ensure outsourced functions are executed appropriately · Coordinate capital calls as investments are made · Manage distribution of proceeds · Track fund / team expenses
Qualifications: · BA/BS required · 10+ years of experience in a related function (fund admin, operational, legal, or finance support position for a fund) · Significant experience working in a BDC or similar 40 Act investment vehicle · Strong organizational, analytical and financial skills · Excellent communication skills · Strong capabilities in Excel and PowerPoint · Ability to work and think independently under time constraints · High commitment and strong self -motivation; entrepreneurial spirit · Committed to delivering the highest quality work product; strong attention to detail · Ability to effectively prioritize and handle multiple tasks
Internal Number: 5441973
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