Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. 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.

About Morgan Stanley Expansion Capital:

Morgan Stanley Expansion Capital is a growth investing platform with over $2Bn of AUM across dedicated equity and credit funds. The team targets $20M to $75M equity and credit investments in high-growth, capital efficient companies across all sectors, with a focus on the technology, consumer and healthcare verticals primarily in North America and Western Europe. Investments include first institutional, growth carve-out, founder liquidity, secondary and follow-on opportunities. Expansion Capital’s ability to invest across the capital structure, and its connectivity to a leading global brand, is unique within the late stage investing universe.

For more information on the Expansion Capital team and investment portfolio, please refer to our website here.

Responsibilities:
• Supporting a team of MD’s, ED’s and Associates located in San Francisco, as well as in New York. The position is based in our San Francisco offices (555 California Street, 14th floor) and is a full-time, on site, position (this position is not remote). This position works in partnership with another on-site Executive Assistant in San Francisco to cover the entire Expansion Capital team
• Coordinating travel schedules, arrangements and agendas in preparation for on-site and off-site meetings, conferences and events. Adept with working out travel logistics i.e. use of google maps to plan real travel time between mtgs, hotels and airports
• Submitting, maintaining and monitoring expense reports and check requests
• Providing telephone coverage, including responding to inquiries, properly routing calls and taking detailed messages.
• Use of excellent judgment with both internal and external clients, management teams, portfolio companies and team support
• Managing highly sensitive information as it relates to firm and staff
• Maintaining managers’ office calendars and scheduling
• Working with portfolio company management and executive assistants to plan Board meetings, other committee meetings, and onsite meetings; ensuring optimal scheduling based on calendars of MDs involved with portfolio companies
• Assisting with all portfolio needs, documentation wise, distributing weekly team meeting, portfolio review materials and other pitch decks or materials related to companies
• Back-up coverage for admin. colleague(s) during planned or unplanned absences from the office
• Helping to review and prioritize incoming mail and taking appropriate action. Performing related duties as assigned
• Ability to coordinate, and manage to completion, special projects as assigned
• Advanced experience in making domestic and in particular international travel arrangements including procuring visas (with assistance from Morgan Stanley travel desk), currency exchanges, arranging ground transportation through international hotel concierges (for both team members and senior advisors).
• Coordinating extensive meeting schedules
• Documentation Management
• Execution of legal documents to be signed by various Officers
• Helping to plan and coordinate team volunteer events and team outings

• Prior administrative or related experience at executive level is essential
• Ability to work independently, and be relied on for judgment and good decision making to move administrative tasks forward
• Flexible attitude with the willingness to take on new projects
• High integrity is critical
• Highly service-oriented individual with the ability to work well both as an individual contributor and as part of a team
• Highly trainable with ability to learn new, proprietary systems
• Strong ability to manage multiple priorities and take independent initiative for action within areas of responsibility; Must work well with short deadlines and high priority deliverables
• Attention to detail is critical
• Travel management experience highly desired
• Financial Services experience preferred
• Excellent written, verbal and interpersonal communication skills
• College degree mandatory
• Proficiency with all Microsoft Office software

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).

Wage Transparency Statement

Expected base pay rates for the role will be between $80,000 and $100,000 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.