📌 Core Information
🔹 Job Title: Marketing & Investor Relations - Direct Lending - Associate
🔹 Company: Morgan Stanley
🔹 Location: New York, NY, USA
🔹 Job Type: Full-Time
🔹 Category: Financial Services
🔹 Date Posted: April 21, 2025
🔹 Experience Level: 2-3+ years
🔹 Remote Status: On-site
🚀 Job Overview
Key aspects of this role include:
- Supporting marketing efforts for Morgan Stanley's direct lending business
- Assisting in investor relations and capital markets functions
- Leading investor presentation updates and preparing marketing materials
- Collaborating with senior members of the direct lending team
- Driving public capital markets and ratings agency management
ASSUMPTION: This role requires a strong understanding of the direct lending asset class and experience in investor relations, investment banking, or marketing.
📋 Key Responsibilities
✅ LP Engagement: Lead quarterly investor presentation updates, assist in preparation of marketing materials, and prepare responses to investor DDQs, RFPs, and ad-hoc requests.
✅ Platform Marketing: Create content such as investor letters, white papers, and case studies, coordinate with Marketing on website design and maintenance, and support organization of platform debt and equity investor day.
✅ Public Capital Markets & Ratings Agency Management: Support broader team on equity and debt capital markets executions, refine public equity and debt engagement strategy, and drive material creation for periodic meetings with ratings agencies.
✅ MSDL-Specific Responsibilities: Lead the updating of quarterly earnings materials, coordinate with relevant teams and vendors throughout the earnings cycle, monitor and analyze relevant sell-side reports, support senior management on research analyst engagement, and share relevant peer news to key members of the MSDL team.
ASSUMPTION: This role involves a high level of responsibility and requires strong organizational skills, attention to detail, and the ability to manage multiple projects simultaneously.
🎯 Required Qualifications
Education: Bachelor's degree in Business, Finance, Economics, or a related field (Master's degree preferred)
Experience: 2-3+ years of experience in investor relations, investment banking, sell-side research, or marketing
Required Skills:
- Strong technical analysis and writing skills
- Strong understanding of SEC securities disclosure and filing requirements
- Proficient at leveraging analytics, data, financial models, and insights to drive decision-making
- Moderate experience in business development
- Strong time management skills
- Proficient command of Microsoft Office (Microsoft Excel, PowerPoint, and Word)
- Proficiency with financial databases (Bloomberg Terminal, FactSet, Nasdaq IR Insights, etc.)
Preferred Skills:
- Experience in the direct lending asset class
- Strong understanding of the financial services industry
ASSUMPTION: Candidates with relevant experience in investment banking, marketing, or investor relations are strongly encouraged to apply.
💰 Compensation & Benefits
Salary Range: $125,000 - $150,000 per year
Benefits:
- Employee Benefits
- Comprehensive Benefits
- Stock Options
- Equity
Working Hours: Full-time position with standard business hours (40 hours per week)
ASSUMPTION: The salary range provided is an estimate and may vary based on the candidate's experience and qualifications.
📌 Applicant Insights
🔍 Company Context
Industry: Morgan Stanley is a leading global financial services firm, providing a wide range of investment banking, securities, wealth management, and investment management services.
Company Size: Morgan Stanley has over 80,000 employees in 42 countries worldwide, with a presence in major financial hubs.
Founded: Morgan Stanley was founded in 1935 and has a long-standing reputation for excellence and integrity in the financial services industry.
Company Description:
- Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that has defined the firm for over 89 years.
- The company's values guide its decisions and actions, with a focus on putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
- Morgan Stanley offers an opportunity to work alongside the best and brightest, with ample opportunity to move about the business for those who show passion and grit in their work.
Company Specialties:
- Sales & Trading
- Investment Banking
- Investment Management
- Prime Brokerage
- Research
- Institutional Consulting
- Wealth Management
- Private Wealth Management
Company Website: www.morganstanley.com
ASSUMPTION: Morgan Stanley's extensive global presence and diverse range of services offer unique opportunities for career growth and development.
📊 Role Analysis
Career Level: This role is suitable for early-career professionals with relevant experience in investor relations, investment banking, or marketing.
Reporting Structure: The candidate will report directly to the President of the direct lending strategy and work closely with the Chief Financial Officer, Chief Operating Officer, and other senior members of the direct lending team.
Work Arrangement: This is an on-site position based in New York, NY, with standard business hours.
Growth Opportunities:
- Potential to work on high-profile projects and engage with senior leadership
- Opportunity to learn and develop skills in various aspects of marketing, investor relations, and capital markets
- Possibility to advance within Morgan Stanley's Private Credit team or broader organization
ASSUMPTION: This role offers a unique opportunity to gain exposure to various aspects of the financial services industry and contribute to the success of Morgan Stanley's direct lending business.
🌍 Location & Work Environment
Office Type: Corporate headquarters with a modern, collaborative work environment
Office Location(s): 1585 Broadway, New York, NY 10036, USA
Geographic Context:
- New York City is a major global financial hub with a vibrant and dynamic business ecosystem
- The office is located in Midtown Manhattan, offering easy access to public transportation and numerous amenities
- The city's diverse cultural scene, entertainment options, and culinary offerings provide ample opportunities for leisure and personal growth
Work Schedule: Standard business hours (40 hours per week) with flexibility for occasional overtime as needed
ASSUMPTION: The office environment at Morgan Stanley fosters collaboration, innovation, and professional development.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screen with a member of the HR team
- On-site or virtual interview with the hiring manager and/or team members
- Final round interview with senior leadership
Key Assessment Areas:
- Technical skills and industry knowledge
- Communication and presentation skills
- Problem-solving and analytical skills
- Cultural fit and team dynamics
Application Tips:
- Tailor your resume and cover letter to highlight relevant experience and skills for this role
- Prepare for behavioral and situational interview questions that focus on your problem-solving skills and ability to work in a fast-paced environment
- Research Morgan Stanley's direct lending business and be prepared to discuss your understanding of the asset class and the company's investment strategy
ATS Keywords: Investor Relations, Marketing, Direct Lending, Financial Analysis, Technical Analysis, Writing Skills, Data Analytics, Financial Modeling, Business Development, Time Management, Microsoft Office, Bloomberg Terminal, FactSet, Nasdaq IR Insights, Teamwork, Communication
ASSUMPTION: Morgan Stanley's application process is designed to assess candidates' skills, experience, and cultural fit for the role and the organization.
🛠️ Tools & Technologies
- Microsoft Office Suite (Excel, PowerPoint, Word)
- Financial databases (Bloomberg Terminal, FactSet, Nasdaq IR Insights)
- Project management tools (e.g., Asana, Trello)
- Communication and collaboration platforms (e.g., Microsoft Teams, Slack)
ASSUMPTION: Familiarity with these tools and technologies is essential for success in this role.
👔 Cultural Fit Considerations
Company Values:
- Put clients first
- Do the right thing
- Lead with exceptional ideas
- Commit to diversity and inclusion
- Give back
Work Style:
- Collaborative and team-oriented
- Fast-paced and dynamic
- Results-driven and focused on continuous improvement
- Committed to professional development and growth
Self-Assessment Questions:
- How do your personal values align with Morgan Stanley's core values?
- Are you comfortable working in a fast-paced, dynamic environment with tight deadlines?
- Do you thrive in a collaborative, team-oriented work culture?
ASSUMPTION: Candidates who share Morgan Stanley's commitment to its core values and are comfortable working in a fast-paced, collaborative environment will be well-suited to this role.
⚠️ Potential Challenges
- Managing multiple projects and deadlines simultaneously
- Working in a fast-paced, dynamic environment with tight deadlines
- Navigating a large, complex organization with numerous stakeholders
- Adapting to changes in the financial services industry and regulatory landscape
ASSUMPTION: These challenges can be overcome with strong organizational skills, attention to detail, and a proactive, solutions-oriented mindset.
📈 Similar Roles Comparison
- Compared to related roles in investor relations or marketing, this position offers unique exposure to the direct lending asset class and the opportunity to work closely with senior leadership
- In the broader financial services industry, Morgan Stanley is known for its commitment to excellence, integrity, and client focus
- Career paths within Morgan Stanley's Private Credit team or broader organization offer opportunities for growth and development
ASSUMPTION: This role provides a unique opportunity to gain experience in investor relations, marketing, and capital markets within a leading global financial services firm.
📝 Sample Projects
- Updating quarterly earnings materials for Morgan Stanley Direct Lending Fund (NYSE: MSDL)
- Preparing responses to investor DDQs, RFPs, and ad-hoc requests for Morgan Stanley's direct lending business
- Creating content such as investor letters, white papers, and case studies for Morgan Stanley's platform marketing efforts
ASSUMPTION: These projects are representative of the types of tasks and responsibilities associated with this role.
❓ Key Questions to Ask During Interview
- What are the key priorities for this role in the first 30, 60, and 90 days?
- How does this role fit into the broader team structure and organization?
- What opportunities are there for professional development and growth within Morgan Stanley's Private Credit team or broader organization?
- How does Morgan Stanley support work-life balance for its employees?
- What are the most rewarding aspects of working in investor relations or marketing within Morgan Stanley's Private Credit team?
ASSUMPTION: Asking thoughtful, insightful questions demonstrates your interest in the role and organization.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight relevant experience and skills for this role
- Prepare for behavioral and situational interview questions that focus on your problem-solving skills and ability to work in a fast-paced environment
- Research Morgan Stanley's direct lending business and be prepared to discuss your understanding of the asset class and the company's investment strategy
- Follow up with the hiring manager or HR representative within one week of submitting your application to express your interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
