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Valuation Specialist – Investment Management – Senior Associate

ExperiencedNo visa sponsorship
Morgan Stanley logo

at Morgan Stanley

Bulge Bracket Investment Banks

Posted 7 days ago

No clicks

**Senior Valuation Specialist - Investment Management** Lead complex valuations for MSIM's diverse portfolio of public and private equities. Key responsibilities include discounted cash flow analysis, industry research, financial modeling, third-party valuation reviews, and committee presentations. Requires 5+ years in valuation or related fields, strong analytics skills, proficiency in CapitalIQ and Bloomberg, and excellent communication. Bachelor's degree and relevant certification (CFA, CPA) a plus.

Compensation
$100,000 – $160,000 USD

Currency: $ (USD)

City
Not specified
Country
Not specified

Full Job Description

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, operates in 25 countries with $1.9 Tn 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.

MSIMs 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.

Job Description

MSIMs Valuation Team is seeking a valuation specialist to support the Valuation Committees for a diverse set of public and private equity and fixed income securities. Specifically, the role includes the following 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

  • Bachelors degree required; Masters 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

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.

Expected base pay rates for the role will be between $100,000 and $160,000 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 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.

Valuation Specialist – Investment Management – Senior Associate

Compensation

$100,000 – $160,000 USD

City: Not specified

Country: Not specified

Morgan Stanley logo
Bulge Bracket Investment Banks

7 days ago

No clicks

at Morgan Stanley

ExperiencedNo visa sponsorship

**Senior Valuation Specialist - Investment Management** Lead complex valuations for MSIM's diverse portfolio of public and private equities. Key responsibilities include discounted cash flow analysis, industry research, financial modeling, third-party valuation reviews, and committee presentations. Requires 5+ years in valuation or related fields, strong analytics skills, proficiency in CapitalIQ and Bloomberg, and excellent communication. Bachelor's degree and relevant certification (CFA, CPA) a plus.

Full Job Description

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, operates in 25 countries with $1.9 Tn 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.

MSIMs 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.

Job Description

MSIMs Valuation Team is seeking a valuation specialist to support the Valuation Committees for a diverse set of public and private equity and fixed income securities. Specifically, the role includes the following 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

  • Bachelors degree required; Masters 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

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.

Expected base pay rates for the role will be between $100,000 and $160,000 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 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.