MS Private Credit- Loan Execution- Associate​/Senior Associate

Morgan Stanley Investment Management (“MSIM”) is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets As of December 31, 2024, MSIM has over $1.6 trillion of assets under management.

The Morgan Stanley Private Credit Platform (“MSPC”) is the primary private credit platform at Morgan Stanley. MSPC sits within MSIM and has a proven long‑term track record of investing in private credit. We primarily invest in directly originated middle market loans and invests throughout the capital structure across a wide range of industry sectors. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnership with world class management teams.

MSPC has over $22 billion of investable capital dedicated to private credit across two strategies and 70+ investment professionals with offices in NY, CHI, and LA.

The two dedicated private credit strategies are:

• Direct Lending – strategy is executed through business development companies, commingled funds and SMAs
• Opportunistic Credit – strategy is executed through commingled private funds

This newly created role within the Operations team will primarily focus on deal execution across the private credit platform. The individual will partner with existing Operations team personnel to successfully execute all deal closing related activity including primaries, incrementals, secondaries, internal transfers, amendments and restructurings. The individual will also be expected to be a key member in contributing to the build‑out of MSPC’s agency process to support a growing pipeline of deals in which MSPC is expected to be selected as Administrative Agent.

The individual should expect to have responsibilities including but not limited to:

• Work with internal teams including Operations, Finance and Liability Management to ensure sufficient funding is available in advance for all deal execution activity
• Assist Operations team in providing KYC to Administrative Agents in advance of deal closings
• Provide allocations to agents and review funding notices to ensure that allocations and economics reconcile to MSPC’s internal records
• Communicate relevant deal related information to downstream service providers such as fund administrators, trustees and shadow books and records provider
• Review security master detail to ensure that all mandatory fields are populated and accurate in advance of trade bookings
• Book trades within MSPC’s order management system and confirm the successful transmission downstream to relevant service providers
• Ensure that fundings are released as early as possible after all internal and external approvals have been received
• Assist in agency‑related operational tasks for deals in which MSPC is selected as Administrative Agent
  • Work with MSPC sub-agent, Alter Domus, to collect borrower and lender KYC
  • Coordinate and obtain allocations for all lenders in the syndicate to be provided to sub‑agent
  • Prepare, review and reconcile funds flow in coordination with MSPC Operations, Investment Team and relevant sponsor or deal counsel
  • Assist with all internal communication needed across Operations, Finance, Liability Management and Investment Team to ensure successful deal execution
  • Be a key point person to answer inbound deal execution related questions from external parties including sponsor, deal counsel, lenders and sub‑agent
  • Constantly review and determine best practices and areas of improvement in deal execution process

• Bachelor’s degree or equivalent education required
• 3‑7 years of relevant operations experience in private credit/direct lending deal execution
• Strong problem solving skills and ability to interact directly with multiple internal teams and external counter parties
• Effective written and verbal communication skills are a must
• Strong computer skills, especially Excel
• Extremely organized and ability to multi‑task
• Must be meticulous, detail‑focused and consistently accurate
• Ability to effectively prioritize and handle multiple tasks and work in a fast paced environment

We are committed…