E*TRADE from Morgan Stanley · 3 months ago
MSIM- Next Level Fund- Investment - Analyst/Associate
New York, New York, United States of America
Full-time
Onsite
Entry, Mid Level
$110K/yr - $225K/yr
1+ years expE*TRADE from Morgan Stanley is a global investment manager with a strong history in delivering innovative investment solutions. The Analyst/Associate will play a key role in the Investment Team for the Next Level Fund, focusing on conducting due diligence, managing investments, and building relationships within the entrepreneurial ecosystem.
BankingFinanceFinancial Services
Responsibilities
Work with senior members of the Fund to conduct diligence on investment opportunities including investment selection, evaluation, due diligence, negotiation, closing, ongoing corporate governance, and potential exit of the portfolio companies
Construct company financial forecasts and prepare detailed valuation analyses and presentations to the Investment Committee and monitor strategic developments relevant to the portfolio companies
Manage industry/sector company analysis
Execute other investment related tasks (tracking prospective deals, negotiating confidentiality agreements, etc.)
Contribute to managing the day‐to‐day activities and interaction with portfolio companies, including:
Building and maintaining relationships with founders, supporting various management, strategy and funding matters, as necessary and relevant
Collaboration with other MS constituents and relevant groups from a mentor/assistance/introduction and potential vendor analysis perspective
Establish and monitor KPIs, overseeing valuation analysis, company forecasting
Build and maintain relationships with relevant entrepreneurial ecosystem members including Venture Capital firms, Angel Groups, Accelerators and Corporate Partners
Assist with investor reporting
Engage and provide support as necessary to the other initiatives on the team
Qualification
Required
Exceptional analytical skills with a fundamental understanding of corporate finance and investment principles as well as financial products/securities
Strong financial modeling skills
Strong time management and organizational skills, with the ability to manage a significant workload and work well under pressure, in addition to a demonstrated ability to deliver to a range of audiences (both internal and external) with a range of differing priorities
Exceptional writing, communication (both internal and external) and presentation delivery skills
Extensive experience managing projects with minimal supervision, in addition to sound judgment and the ability to operate independently
Proactive self‐starter and creative problem solver with a demonstrated interest and passion in the multicultural business sector, as well as in the investing and impact sectors
Committed to delivering the highest quality work product; strong attention to detail
Ability to effectively prioritize and handle multiple tasks
Entrepreneurial spirit
An understanding and passion for analyzing a business from an investor's perspective
1‐3 years of relevant experience in investment banking, corporate finance, equity research, strategic/corporate investments or venture capital; prior investing experience preferred
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase