MSIM Valuation Specialist

3 weeks ago


New York, United States Eaton Vance Full time

Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, operates in 23 countries with $1.5 Tn in assets under management or supervision as of December 31, 2023. Morgan Stanley Investment Management 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.

Make your application after reading the following skill and qualification requirements for this position.

The Public Markets and Alterative Investment Partners Valuation Committees (the "Valuation Committees") are important governing entities within MSIM that are responsible for carrying out certain functions related to the valuation of equity, fixed income, and derivative securities as well as 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 of the Morgan Stanley Funds, 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 assessing the fair valuation of securities.

Job Description

Based in New York, MSIM's Valuation Team is seeking a valuation specialist to support the Valuation Committees in solving daily pricing issues on a diverse set of public and private equity and fixed income securities, and writing memoranda and executive summaries related to fair valued securities for Valuation Committee meetings and quarterly Boards of Directors meetings. The position requires the candidate to perform company and industry research, create and maintain financial models and valuation analyses including, but not limited to, discounted cash flow, comparable company, comparable transaction, and tangible net asset valuation approaches on a number of private equity investments. Additionally, the candidate will be required to review valuations provided by third parties and Investment Teams.

Required Skills / Experience

* Bachelor's degree in finance, accounting, economics or related discipline required. Master's degree, CFA, or CPA a plus

* 4 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



  • New York, United States Marcus & Associates Executive Recruiters Full time

    High-growth Credit Private Equity firm is seeking its first Director of Valuations. This position will run point on all valuation related issues for both public and private funds. Responsibilities:Partner with the front office on structuring. Own valuation policies, board reporting and modeling of investments for public filings.Supervise in-house and...

  • Director of Valuations

    2 months ago


    New York, United States Marcus & Associates Executive Recruiters Full time

    High-growth Credit Private Equity firm is seeking its first Director of Valuations. This position will run point on all valuation related issues for both public and private funds. Responsibilities:Partner with the front office on structuring. Own valuation policies, board reporting and modeling of investments for public filings.Supervise in-house and...

  • Director of Valuations

    2 months ago


    New York, United States Marcus & Associates Executive Recruiters Full time

    High-growth Credit Private Equity firm is seeking its first Director of Valuations. This position will run point on all valuation related issues for both public and private funds. Responsibilities:Partner with the front office on structuring. Own valuation policies, board reporting and modeling of investments for public filings.Supervise in-house and...


  • New York, United States Marcus & Associates Executive Recruiters Full time

    High-growth Credit Private Equity firm is seeking its first Director of Valuations. This position will run point on all valuation related issues for both public and private funds. Responsibilities:Partner with the front office on structuring. Own valuation policies, board reporting and modeling of investments for public filings.Supervise in-house and...


  • New York, United States Marcus & Associates Executive Recruiters Full time

    High-growth Credit Private Equity firm is seeking its first Director of Valuations. This position will run point on all valuation related issues for both public and private funds. Responsibilities:Partner with the front office on structuring. Own valuation policies, board reporting and modeling of investments for public filings.Supervise in-house and...

  • Valuations - MBS

    4 weeks ago


    New York, United States Phyton Talent Advisors Full time

    Our client a top tier hedge fund in the New York city area is seeking a driven and detail-oriented candidate to join our team as Valuations specialist, with a focus on the pricing and valuations of Structured Credit products.Responsibilities:- Maintain, monitor, and establish new procedures and controls to support intra-day and end-of-day pricing for...

  • Valuations - MBS

    4 weeks ago


    New York, United States Phyton Talent Advisors Full time

    Our client a top tier hedge fund in the New York city area is seeking a driven and detail-oriented candidate to join our team as Valuations specialist, with a focus on the pricing and valuations of Structured Credit products.Responsibilities:- Maintain, monitor, and establish new procedures and controls to support intra-day and end-of-day pricing for...


  • New York, New York, United States tapwage Full time

    Bloomberg is a global leader in business and financial information, news and insight, and we use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the globe rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the...


  • New York, New York, United States tapwage Full time

    Bloomberg is a global leader in business and financial information, news and insight, and we use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the globe rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the...

  • Trade Specialist

    1 month ago


    New York, United States Hire Point Recruiting Full time

    Our client, a prestigious and forward-thinking law firm specializing in international trade and customs law. We are seeking a highly motivated and experienced Trade Specialist to join our team. This role offers a unique opportunity to work closely with our legal professionals and provide specialized trade expertise to our diverse client base.Job Summary:As a...

  • Trade Specialist

    2 months ago


    New York, United States Hire Point Recruiting Full time

    Job DescriptionJob DescriptionOur client, a prestigious and forward-thinking law firm specializing in international trade and customs law. We are seeking a highly motivated and experienced Trade Specialist to join our team. This role offers a unique opportunity to work closely with our legal professionals and provide specialized trade expertise to our...

  • Trade Specialist

    2 weeks ago


    New York, United States Hire Point Recruiting Full time

    Job DescriptionJob DescriptionOur client, a prestigious and forward-thinking law firm specializing in international trade and customs law. We are seeking a highly motivated and experienced Trade Specialist to join our team. This role offers a unique opportunity to work closely with our legal professionals and provide specialized trade expertise to our...

  • Trade Specialist

    2 weeks ago


    New York, United States Hire Point Recruiting Full time

    Job DescriptionJob DescriptionOur client, a prestigious and forward-thinking law firm specializing in international trade and customs law. We are seeking a highly motivated and experienced Trade Specialist to join our team. This role offers a unique opportunity to work closely with our legal professionals and provide specialized trade expertise to our...


  • New York, United States Nomura International Full time

    Corporate Title: Vice President Department: Finance IPV The pay range for this position at commencement of employment is expected to be between $145K and $200K/year* Company overview Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of...


  • New York, United States Wells Fargo Full time

    **About this role**: Wells Fargo is seeking a Lead Quantitative Analytics Specialist. This position will be part of the Mortgage Model Development Center (MMDC) that will focus on mathematical concepts and programming. The MMDC manages all quantitative modeling related to market and interest rate risk on the bank's mortgage products including consumer...


  • New York, United States Eclaro Full time

    Risk Senior Specialist Job Number: 24- Help drive change! Eclaro is looking for a Risk Senior Specialist for our client in New York, NY. Eclaros client is a leading global bank stimulating change and innovation in the industry by offering top-notch financial products and services for a wide-range of clients worldwide. If youre up to the challenge,...


  • New York, United States Antelope Enterprises Holdings Limited Full time

    As a Financing and Investment Specialist, you will play a crucial role in our firm's financial operations, supporting investment decisions, conducting market research, and analyzing financial data. This position offers an exciting opportunity to work closely with our team of professionals in evaluating investment opportunities, structuring financing deals,...

  • Portfolio Risk

    2 months ago


    New York, United States Sumitomo Mitsui Banking Corporation Full time

    SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group,...


  • New York, United States Pyramid Consulting Full time

    Immediate need for a talented Senior Risk Specialist. This is a 06+ months Contract opportunity with long-term potential and is located in NYC, NY (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID: 24-23213 Pay Range: $80 - $85/hour. Employee benefits include, but are not limited to, health insurance...


  • New York, United States Pyramid Consulting Full time

    Immediate need for a talented Senior Risk Specialist. This is a 06+ months Contract opportunity with long-term potential and is located in NYC, NY (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID: 24-23213 Pay Range: $80 - $85/hour. Employee benefits include, but are not limited to, health insurance...