Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
Department Profile
The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators, and also serves as the conduit of financial information to the outside investment community.
Team Profile: Morgan Stanley Valuation Control provide an independent valuation assessment across the entire spectrum of financial instruments, ranging from vanilla products to the most complex structured and derivative transactions. This process involves the certification of models and their valuation methodologies, evaluating internal marks against external benchmarks, identification and resolution of valuation discrepancies, and communicating a valuation assessment to traders and Finance management. The team is also involved in the continuous enhancements of the valuation control infrastructure.
You will:
- Undertake quarterly / monthly independent valuations of a global portfolio of assets within the Private Investment Management portfolio, across multiple fund platforms (Private Credit, Private Equity, Infrastructure and Real Estate)
- Present to and communicate with Asset Managers regularly to discuss valuation methodologies and inputs
- Review valuation and risk models, while working closely with Business Unit senior management, Risk, Investment Management Financial Controllers
- Enhance and streamline existing working processes
- Understand global financial markets, keep up to date with market movements and identify the impact these have / could have on the portfolio and Firm
- Present results to senior members of Finance and provide background on a given investment and valuation changes.
You have
- Completed degree in Economics, Finance, Mathematics or any other STEM / Business-related discipline
- Exceptional attention to detail, self-motivated, and strong organization skills.
- General understanding of, and interest in, the financial markets and investment management
- Ability to develop strong internal client relationships with the Business Unit, Risk and other Finance teams
- Willingness to adapt to new challenges in a dynamic environment with shifting priorities
- Strong analytical, quantitative skills and solid knowledge of Excel
- 8 yrs+ experience in Investment Management or related field
Expected base pay rates for the role will be between $120,000 and $200,000 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).
