Job Description

The role involves supporting portfolio analytics for the North Haven Real Estate Funds at Morgan Stanley Real Estate Investing. The candidate will collaborate with global teams and senior management, focusing on fund analytics, business planning, and investor reporting.

Requirements

BA/BS required
2+ years of financial services consulting or advisory experience in major firm, preferably in real estate, investment banking, private equity or management consulting
Advanced Microsoft Office skills including PowerPoint, Excel and Word
Strong modeling and data analytical skills
Ability to multi-task and pivot between different projects
Strong attention to detail
Responsive to stakeholder needs and ability to work under pressure
Team-player with strong work ethic and desire to learn
Prior experience with reporting tools (Tableau, iLEVEL), programming languages (Python, JavaScript, SQL) and data analytics tools (Power BI, Snowflake) preferred

Responsibilities

Prepare quarterly portfolio metrics summary, fund models, and portfolio overview presentations
Review carried interest calculations
Prepare sensitivity analyses, liquidity projections and other scenario tools to analyze the performance of the NHREF funds
Assist in the review of quarterly fund-level track record
Collaborate cross-functionally within the MSREI platform on capital raising efforts, technology, ESG, research and hedging
Assist in the coordination of the business plan process and valuation committee meetings
Prepare internal valuation estimates and review Valuation Committee materials
Conduct valuation sensitivity analyses
Prepare/coordinate fund-level quarterly reports
Prepare/coordinate Advisory Committee Meeting materials
Create portfolio and investment level materials for external investors and internal committees
Assist with investor queries/requests including DDQs, RFPs and other capital raising related data requests
Prepare ad-hoc analysis for senior management and work on platform-wide strategic business initiatives

Benefits

Morgan Stanley offers extensive benefits that support employees’ careers, health, finances, and families, including top-tier medical coverage, mental health support, generous parental leave, fertility and family-building benefits, and robust retirement and stock purchase plans. Employees also gain access to continuous learning and networking opportunities, volunteer and giving programs aligned with the firm’s values, and hundreds of lifestyle perks like discounted products, cultural and entertainment tickets, and commuter savings.