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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 $1.4Tn of AUM with professionals located across 21 countries, with a proven long‐ term track record of success. 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.

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 our publicly-traded entity. 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 Chief Administrative Officer 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

• Public EntitySpecific 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 team in real time, including on share price activity and ownership movements

PROFESSIONAL BACKGROUND

• 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.

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).

Expected base pay rates for the role will be between $90,000 and $130,000 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.