Morgan Stanley Private Credit- Portfolio… at E*TRADE from… · New York

Summary: E*TRADE from Morgan Stanley is a global investment manager with a long history of delivering innovative investment solutions. The role involves supporting the Private Credit Portfolio Management team in various analytical activities, risk management, and liaising with investment teams while also contributing to strategic business initiatives. Responsibilities: - Prepare/coordinate quarterly portfolio review process - Review/analyze quarterly portfolio review materials - Review/analyze portfolio level and portfolio company level statistics and trends - Prepare/coordinate materials for quarterly and ad-hoc fund-level portfolio updates - Review/analyze underperforming portfolio company statistics and trends, including risk rating assessment and watch list preparation and maintenance - Participate in regular meetings regarding underperforming portfolio accounts and prepare related materials - Facilitate and coordinate materials for ad-hoc internal/external requests and projects - Review/analyze and track amendment activity across the portfolio - Coordinate with finance team on internal valuation process - Coordinate with internal teams on ad hoc investor information requests as part of fundraising efforts and investor updates - Advance data analytics and reporting functions for the Direct Lending portfolio utilizing technology solutions - Develop and improve use cases for internal and external technology solutions - Develop and maintain business intelligence dashboards to analyze portfolio performance with a focus analyzing data across the broad portfolio as well as trends at the fund-level, sector-level, and underperforming names Required Qualifications: - BA/BS in finance or related field required - 1+ years of finance experience - Strong analytical and financial skills, experience in a credit and/or portfolio management position is preferred - Strong capabilities in Excel and PowerPoint - Excellent communication and presentation skills - Ability to work collaboratively within a team and manage multiple tasks under tight deadlines - High commitment to delivering quality work with strong attention to detail - Proactive, self-motivated, and goal-oriented with a strong work ethic Preferred Qualifications: - Experience in a credit and/or portfolio management position is preferred Required Skills: Finance, Credit analysis, Portfolio management, Financial analysis, Excel, PowerPoint, Data analytics, Business intelligence dashboards, Goal orientation Benefits: Some of the most attractive and comprehensive employee benefits and perks in the industry