MSIM Tactical Value, Acquisitions Associate (2027 Program)

Morgan Stanley

New York, New York

JOB DETAILS
SKILLS
Analysis Skills, Asset Management, Banking Services, Business Administration, Capital Markets, Communication Skills, Detail Oriented, Diversity, Due Diligence, Employee Benefits, Entrepreneurship, Equal Employment Opportunity (EEO), Finance, Financial Analysis, Financial Modeling, Financial Projections, Genetics, Industry/Trade Analysis, Interpersonal Skills, Investment Analysis, Investment Management, Investment Services, Mergers and Acquisitions, Military, Performance Analysis, Presentation/Verbal Skills, Private Banking, Research Skills, Sales Qualification, Team Player, Time Management, Web Browsers, Writing Skills
LOCATION
New York, New York
POSTED
30+ days ago

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.8 trillion in assets under management or supervision as of 3Q 2025. Morgan Stanley Investment Management 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.

Morgan Stanley's Tactical Value team is a part of a ~$30bn private equity and credit platform within MSIM. The group makes private equity, growth equity, and structured credit investments across industries. The strategy capitalizes on both connectivity with Morgan Stanley IBD and GCM as well as relationships outside of the firm for sourcing, diligence, and value creation after the investment.

The team is a generalist group that invests in both large cap and middle market deals with check sizes of $50-$750MM+. Recent industry focus includes investments in tech/cybersecurity, media, sports, business services and infrastructure technology. This is a unique opportunity to join a growing and entrepreneurial team with significant upward mobility.

Responsibilities:

MSIM Tactical Value is looking for a Pre-MBA Associate/Analyst 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/Analyst 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:

  • 1-2 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
  • This program is to start in Summer 2027.

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'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).

About the Company

M

Morgan Stanley

Morgan Stanley is a global financial services firm offering a complete range of financial services to a large and diversified group of clients and customers, including governments, corporations, institutions and individuals throughout the world. The talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity and excellence. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and to grow.

COMPANY SIZE
10,000 employees or more
INDUSTRY
Banking
FOUNDED
1935
WEBSITE
http://www.morganstanley.com