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职位Morgan Stanley

Loan Operations - Morgan Stanley Private Credit - Associate/ Senior Associate

Morgan Stanley

Loan Operations - Morgan Stanley Private Credit - Associate/ Senior Associate

Morgan Stanley

New York, New York, United States of America

·

On-site

·

Full-time

·

3w ago

必备技能

Excel

Project Management

Morgan Stanley Investment Management (“MSIM”) is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets As of September 30, 2025 MSIM has over $1.8 trillion of assets under management.

The Morgan Stanley Private Credit Platform (“MSPC”) is the primary private credit platform at Morgan Stanley. MSPC sits within MSIM and has a proven long-term track record of investing in private credit. We primarily invest in directly originated middle market loans and invests throughout the capital structure across a wide range of industry sectors. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnership with world class management teams. MSPC has over $25 billion of investable capital dedicated to private credit across two strategies and 70+ investment professionals with offices in NY, CHI, and LA.

The two dedicated private credit strategies are:

  • Direct Lending – strategy is executed through business development companies, commingled funds and SMAs
  • Opportunistic Credit – strategy is executed through commingled private funds

Role Description:

Newly created role within the Operations team that will have responsibilities for a broad range of activities pertaining to the operations of the funds. The person will assist the growing team with a number of functions and activities including, but not limited to:

  • Perform daily, monthly, quarterly process and deliverables
  • Ongoing oversight of the outsource service provider for the shadow process
  • Design reconciliation and coordination protocols
  • Focus on data integrity of loan-level information pertaining to asset setups and signoffs for monthly and quarterly reporting
  • Ensure timely updates of systems including trade processing and amendments
  • Assist team with closing related processes including security master level data and downstream of information flow to service providers
  • Monitor cash receipts for interest and principal repayments
  • Ensure outgoing cash transfers are processed and tracked for activity within the portfolio

Qualifications:

  • Bachelor’s degree or equivalent education required
  • 3-6 years of relevant operations experience in private credit/direct lending
  • Strong problem solving skills and ability to interact directly with investment professionals
  • Strong computer skills, especially Excel
  • Excellent written and verbal communication skills
  • Extremely organized and ability to multi-task
  • Must be meticulous, detail-focused and consistently accurate
  • Ability to effectively prioritize and handle multiple tasks and work in a fast-paced environment
  • Project management experience, a plus

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $110,000 and $175,000 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).

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关于Morgan Stanley

Morgan Stanley

Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City.

10,001+

员工数

New York

总部位置

$150B

企业估值

评价

3.2

10条评价

工作生活平衡

2.5

薪酬

2.8

企业文化

3.8

职业发展

3.2

管理层

3.5

45%

推荐给朋友

优点

Nice and welcoming people/coworkers

Good career foundation and growth opportunities

Great management and benefits

缺点

Limited conversion to full-time positions

Poor compensation for junior employees

High turnover and branch politics

薪资范围

6,255个数据点

Junior/L3

Director

Junior/L3 · Operations Analyst

441份报告

$83,240

年薪总额

基本工资

$76,802

股票

-

奖金

$6,438

$60,778

$115,186

面试经验

5次面试

难度

3.2

/ 5

时长

21-35周

体验

正面 0%

中性 80%

负面 20%

面试流程

1

Application Review

2

HR Screen/HireVue

3

Technical Interview

4

Superday/Final Round

5

Offer Decision

常见问题

Technical Knowledge

Behavioral/STAR

Finance/Investment Concepts

Case Study

Culture Fit