Marketing & Investor Relations - Investment Management - Associate
Morgan Stanley, New York, New York, us, 10261
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.7 trillion in assets under management or supervision as of June 30, 2025. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Overview The Marketing and Investor Relations Associate will be responsible for supporting the marketing efforts for the direct lending business within Morgan Stanley Private Credit, including for the Morgan Stanley Direct Lending Fund (NYSE: MSDL). The candidate will support broader platform fundraising efforts as well as support the investor relations and capital markets function for vehicles that access the public equity and debt markets.
The candidate will report to the Head of Investor Relations for the direct lending strategy and will work directly with the Chief Executive Officer, Chief Financial Officer, Chief Operating Officer and other senior members of the direct lending team. The candidate should have ample financial services experience. Direct or related experience in investment banking and / or investment management is preferred. Strong expertise in the direct lending asset class or BDCs is viewed as additive.
Key Responsibilities
LP Engagement
Lead quarterly investor presentation updates for all relevant direct lending vehicles as well as ad hoc fundraising requests
Assist in preparation of marketing materials for continuously offered vehicles and new products, including marketing presentations and offering memorandums
Prepare responses to investor DDQs, RFPs and ad-hoc requests related to the direct lending investment strategy
Public Capital Markets & Ratings Agency Management
Support broader team on equity and debt capital markets executions, including presentation material and Q&A preparation
Refine public equity and debt engagement strategy, including potential conference participation, investor targeting and ongoing communication with key stakeholders
Drive material creation for periodic meetings with ratings agencies
Platform Marketing
Create content such as investor letters, white papers and case studies
Coordinate with Marketing on website design and maintenance
Work with Corporate Communications and Marketing on media strategy and communication material
Support organization of platform debt and equity investor day
Maintain 12-month investor conference calendar
MSDL-Specific Responsibilities
Lead the updating of quarterly earnings materials, including script, Q&A, earnings announcement, release and presentation
Coordinate with Marketing, Corporate Communications and external vendors, including conference call provider, throughout the earnings cycle
Monitor and analyze relevant sell-side reports and socialize with internal team and Board of Directors, where appropriate
Work with finance team to aggregate and analyze financial models developed by analyst coverage and compare against internal projections
Support senior management on research analyst engagement
Share relevant peer news to key members of the MSDL team in real time, including on share price activity and ownership movements
Professional Background
3-5 years of experience in investor relations, investment banking, sell side research, or marketing
Ability to serve as a strong ambassador of Morgan Stanley’s Private Credit team to the broader Morgan Stanley platform
Strong technical analysis and writing skills
Strong understanding of SEC securities disclosure and filing requirements (10-Ks, 10-Qs, etc.)
Proficient at leveraging analytics, data, financial models, and insights to drive decision-making
Moderate experience in business development
Team-oriented approach
Strong time management skills
Proficient command of Microsoft Office, namely Excel, PowerPoint, and Word
Proficiency with financial reporting and databases, e.g., Bloomberg Terminal, BDC Collateral, FactSet, S&P Capital IQ
Experience with RFP software such as Loopio, Qvidian, etc. is 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 $125,000 and $150,000 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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Overview The Marketing and Investor Relations Associate will be responsible for supporting the marketing efforts for the direct lending business within Morgan Stanley Private Credit, including for the Morgan Stanley Direct Lending Fund (NYSE: MSDL). The candidate will support broader platform fundraising efforts as well as support the investor relations and capital markets function for vehicles that access the public equity and debt markets.
The candidate will report to the Head of Investor Relations for the direct lending strategy and will work directly with the Chief Executive Officer, Chief Financial Officer, Chief Operating Officer and other senior members of the direct lending team. The candidate should have ample financial services experience. Direct or related experience in investment banking and / or investment management is preferred. Strong expertise in the direct lending asset class or BDCs is viewed as additive.
Key Responsibilities
LP Engagement
Lead quarterly investor presentation updates for all relevant direct lending vehicles as well as ad hoc fundraising requests
Assist in preparation of marketing materials for continuously offered vehicles and new products, including marketing presentations and offering memorandums
Prepare responses to investor DDQs, RFPs and ad-hoc requests related to the direct lending investment strategy
Public Capital Markets & Ratings Agency Management
Support broader team on equity and debt capital markets executions, including presentation material and Q&A preparation
Refine public equity and debt engagement strategy, including potential conference participation, investor targeting and ongoing communication with key stakeholders
Drive material creation for periodic meetings with ratings agencies
Platform Marketing
Create content such as investor letters, white papers and case studies
Coordinate with Marketing on website design and maintenance
Work with Corporate Communications and Marketing on media strategy and communication material
Support organization of platform debt and equity investor day
Maintain 12-month investor conference calendar
MSDL-Specific Responsibilities
Lead the updating of quarterly earnings materials, including script, Q&A, earnings announcement, release and presentation
Coordinate with Marketing, Corporate Communications and external vendors, including conference call provider, throughout the earnings cycle
Monitor and analyze relevant sell-side reports and socialize with internal team and Board of Directors, where appropriate
Work with finance team to aggregate and analyze financial models developed by analyst coverage and compare against internal projections
Support senior management on research analyst engagement
Share relevant peer news to key members of the MSDL team in real time, including on share price activity and ownership movements
Professional Background
3-5 years of experience in investor relations, investment banking, sell side research, or marketing
Ability to serve as a strong ambassador of Morgan Stanley’s Private Credit team to the broader Morgan Stanley platform
Strong technical analysis and writing skills
Strong understanding of SEC securities disclosure and filing requirements (10-Ks, 10-Qs, etc.)
Proficient at leveraging analytics, data, financial models, and insights to drive decision-making
Moderate experience in business development
Team-oriented approach
Strong time management skills
Proficient command of Microsoft Office, namely Excel, PowerPoint, and Word
Proficiency with financial reporting and databases, e.g., Bloomberg Terminal, BDC Collateral, FactSet, S&P Capital IQ
Experience with RFP software such as Loopio, Qvidian, etc. is 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 $125,000 and $150,000 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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