Valuation Specialist - Investment Management - Senior Associate

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 25 countries with $1.9Tn in assets under management or supervision as of December 31, 2025. MSIM strives to provide outstanding long‑term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

MSIM’s Valuation Committees are important governing entities responsible for performing certain functions related to the valuation of equity and fixed income securities, derivatives, and fund investments. The Committees carry out these functions on behalf of MSIM as a registered investment advisor as well as on behalf of the Boards of Directors / Trustees, which provide oversight in ensuring the net asset value of each fund is fair to purchasing, redeeming, and existing shareholders. The Valuation Committees have the ultimate delegated authority and responsibility for the valuation of fund holdings.

Responsibilities

• Perform valuation analyses including discounted cash flow, comparable company, and comparable transaction approaches for private equity investments
• Perform portfolio company and industry research
• Create and maintain financial models
• Review valuations provided by third parties and Investment Teams
• Prepare reports and executive summaries for Valuation Committee and Boards of Directors meetings
• Present valuation recommendations to the Valuation Committees

Required Skills / Experience

• Bachelor’s degree required; Master’s degree, CFA, or CPA a plus
• At least 5 years of experience in valuation services, equity research, investment banking, or private equity
• Excellent writing and presentation skills
• Strong analytical skills and experience in financial modeling
• Proficiency in accounting and financial statement analysis
• Experience using income, market, and asset valuation approaches
• Experience using CapitalIQ and Bloomberg
• Excellent interpersonal skills and an ability to operate independently

Pay and Benefits

Expected base pay rates for the role will be between $100,000 and $160,000 per year at the commencement of employment. Base pay will be determined on an individualized basis and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, other short- and long-term incentive packages, and other Morgan Stanley-sponsored benefit programs.

Equal Opportunity Employer

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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