MSIM- Expansion Capital- Growth Equity- Associate

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. About Morgan Stanley Expansion Capital: Morgan Stanley Expansion Capital is a growth investing platform with over $2Bn of AUM across dedicated equity and credit funds. The team targets $20M to +$75M equity and credit investments in high-growth, capital efficient companies across all sectors, with a focus on the technology, consumer and healthcare verticals primarily in North America and Western Europe. Investments include first institutional, growth carve-out, founder liquidity, secondary and follow-on opportunities. Expansion Capital’s ability to invest across the capital structure, and its connectivity to a leading global brand, is unique within the late stage investing universe. For more information on the Expansion Capital team and investment portfolio, please refer to our website here. Responsibilities Analysts on our platform will be trained to evaluate opportunities across the entire capital structure, including equity and debt. The responsibilities of the position include: Source new investment opportunities by representing Expansion Capital in networking, direct outreach, and other externally facing capacities Perform due diligence on investment opportunities, including financial modeling, industry research, market research, and developing a deep understanding of customers and competition Assist in supporting support portfolio companies post-investment This position is a two-to-three-year role, with Analysts moving to either other investment, corporate development, or operating roles after their program with Expansion Capital. However, this opportunity does have the potential to evolve into a long-term role for exceptionally high-performing Analysts. Qualifications Superior academic and performance record One to two years of investment banking or other relevant finance experience (growth equity, venture capital, private equity, private credit, or other direct investing roles). Software industry coverage experience preferred, but all relevant industry coverage experience (e.g., technology, consumer, healthcare) will be considered Strong knowledge of accounting, and financial statement analysis. Three-statement model assessment given at the beginning of interview process to determine relevant expertise Excellent written, and verbal presentation skills Excellent interpersonal skills, and desire to network directly with founders and management teams to source new relationships and investment opportunities for the investment team Maturity to operate both independently and as part of a team, and work directly with founders and management teams of companies Bachelor's degree in business, economics, accounting or related discipline preferred 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 $100,000 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. What We Do