Morgan Stanley

MSIM- Expansion Capital- Growth Equity- Associate

Morgan Stanley$100K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Superior academic and performance record
  • 1-2 years of relevant finance experience (investment banking, growth equity, venture capital, etc.)
  • Software industry experience preferred; other industries like technology and healthcare also accepted
  • Strong knowledge of accounting and financial statement analysis
  • Excellent written and verbal presentation skills
  • Strong interpersonal skills for networking with founders and management teams
  • Maturity to work independently as well as part of a team
  • Bachelor's degree in business, economics, accounting, or related discipline preferred

Responsibilities

  • Source new investment opportunities through networking and direct outreach
  • Perform due diligence on potential investments, including financial modeling and market research
  • Support portfolio companies post-investment

Benefits

  • Opportunity for long-term growth based on performance
  • Comprehensive compensation package including incentives and bonuses
  • Exposure to various aspects of capital structure during training
Full Job Description

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

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.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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