MSIM- Next Level Fund- Investment - Analyst/Associate at Morgan Stanley
Interview Preparation Plan
Morgan Stanley Investment Management (MSIM) is seeking an Analyst/Associate for its Next Level Fund, a venture capital fund focused on early-stage technology and technology-enabled companies. This role involves working with senior staff on all aspects of the investment process, from initial diligence and evaluation to negotiation, closing, corporate governance, and eventual exit. The Next Level Fund specifically targets companies in the technology, consumer/retail, financial technology, healthcare, and media/entertainment sectors, primarily in the United States and Canada. The fund looks for companies with at least $1MM in annual recurring revenue and a valuation of at least $10MM. The Analyst/Associate will be instrumental in identifying, analyzing, and managing a portfolio of these investments, contributing to the fund's goal of generating long-term capital appreciation. This position offers a unique opportunity to be part of a dynamic investment team within a leading global financial services firm.
Key Responsibilities
- Conduct due diligence on potential investment opportunities, including market research, financial analysis, and competitive landscape assessment.
- Assist in the evaluation, negotiation, and closing of new investments.
- Monitor and manage existing portfolio companies, including corporate governance and ongoing performance tracking.
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