Morgan Stanleys Climate Private Equity team (the Team), an investment team within Morgan Stanley Investment Management, seeks to deliver innovative private market solutions that generate compelling financial performance and catalyze meaningful climate change mitigation. As part of a broader team of more than 60 dedicated private markets-focused professionals, the climate impact business draws on decades of investment experience across private markets and a strong footprint in impact investing, deploying over $1bn in social and environmental strategies since 2014 with a particular focus on climate impact investments.

The Team manages 1GT, a strategy that invests in growth companies delivering innovative climate solutions that meaningfully decarbonize the global economy. The strategy focuses on scaling opportunities in Power, Mobility, Food & Agriculture, and Circularity themes across North America and Europe, with an emphasis on driving significant organic growth by leveraging the global breadth of Morgan Stanley capabilities.

POSITION DESCRIPTION:

The Team is seeking a Portfolio Specialist to support all aspects of portfolio monitoring and reporting, impact measurement, product development, and investor engagement. As a vice president, the individual will act as a bridge between investment teams, portfolio companies, and clients enhancing processes to ensure rigorous financial and sustainability data collection, insightful analysis, and high-quality reporting while contributing to the evolution of new fund products and helping deliver thought leadership in climate and sustainability markets. The position is based in London.

RESPONSIBILITIES:

Client Engagement & Reporting

• Act as a key point of contact for existing and prospective clients on impact, ESG, and portfolio reporting topics

• Lead the preparation of client-facing materials including impact reports, portfolio reviews, dashboards, and ad hoc analyses

• Organize team and investor events including annual meetings, advisory board meetings, and webcasts

• Respond to client and prospective investor due diligence requests related to impact, ESG, and portfolio performance

• Direct junior staff in the creation and execution of materials

Portfolio Data Collection & Analysis

• Lead the collection, validation, and analysis of financial, operational, and sustainability data from portfolio companies

• Leverage new tools to develop and maintain portfolio-level datasets tracking financial performance, climate impact metrics (e.g., emissions avoided/reduced), and other sustainability KPIs

• Work closely with portfolio company management teams to improve the quality, consistency, and timeliness of data reporting

• Translate portfolio data into clear insights to support internal decision-making, portfolio monitoring, and value creation initiatives

Impact Measurement & Sustainability Analytics

• Support and eventually lead impact and ESG measurement processes, ensuring alignment with internal frameworks and external standards (e.g., SFDR, client-specific requirements) as the portfolio and regulatory landscape evolve

• Support the creation of bespoke strategies to maximize a portfolio companys positive environmental impact

• Monitor portfolio performance against impact targets and identify risks, opportunities, and areas for improvement

Fund Product Development

• Periodically support the launch of new investment products and strategies, with a focus on climate growth equity

• Contribute to fund structuring, impact frameworks, disclosures, and marketing materials for new products

• Coordinate across investment, sales, legal, compliance, operational, and sustainability teams during product development and launch phases

Market Intelligence & Thought Leadership

• Maintain a strong understanding of global climate, ESG, and impact investing trends, regulation, and best practices

• Track evolving investor expectations, peer fund approaches, and emerging standards in impact measurement and sustainability reporting

• Contribute to internal knowledge-sharing, external thought leadership, and positioning of the Team as a market leader in climate investing

CANDIDATE PROFILE:

• Extensive experience in impact investing, private equity/infrastructure, ESG consulting, sustainability analytics, strategy, or a related field

• Strong analytical skills, with experience handling financial and sustainability datasets and leveraging software / AI tools

• Deep interest in climate change, decarbonization, and impact investing

• Experience working with ESG/impact frameworks, regulations, or reporting standards is highly desirable

• Strong communication skills, with the ability to explain technical data clearly to senior stakeholders and clients

• Highly organized, proactive, and comfortable operating in a fast moving, collaborative investment environment

• Strong leadership and people skills with ability to lead junior team members

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 thats differentiated and weve 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 - arent 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, youll 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. Theres 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.

Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

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.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.