Real Estate Investment Group - Financial Analyst

Overview:

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,400 investment professionals around the world and $1.9 trillion in assets under management or supervision as of December 31, 2025. MSIM strives to provide strong long-term investment performance, outstanding service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide.

Basic Purpose:

Eaton Vance’s Real Estate Investment Group (REIG) oversees 150+ institutional properties located across the U.S. with an aggregate value more than $10 billion. The multi-sector portfolio is primarily comprised of multifamily properties and industrial properties.

The successful candidate will be a key member of REIG’s Finance team and perform a variety of financial functions, including property level financings, the procurement and management of the property level insurance program, financial analysis, financial reporting, valuation, and ad-hoc reports. The analyst will report to REIG Finance Manager and will work collaboratively with other professionals both inside and outside of REIG, including asset management, transactions, fund administration, legal and financial reporting.

Primary Responsibilities:

Preparation of monthly and quarterly reporting packages and analyses

Assist on Fund level and real estate level financing activities (fund credit facilities and property level mortgage debt)

Assist with preparation and submission of real estate mortgage lender reporting

Assist with financial reporting, insurance, and cash management functions

Prepare ad hoc financial analysis, financial modeling, and projects for REIG’s Director of Finance and the Director of REIG

Job Requirements:

Bachelor’s degree or higher in Finance, Accounting, Business, Real Estate, or a similar field with 0-2 years of experience.

Working toward or having a CPA or CFA is a plus

Strong analytical and quantitative skills with the ability to create financial reports and analysis

Systems-oriented with proficient knowledge of Microsoft Office Suite and the ability to work with database systems

Working knowledge/strength in Excel modeling preferred

Ability to provide thoughtful, detailed analysis

Strong attention to detail and organizational skills with the ability work on multiple projects

Excellent verbal, written, and interpersonal communication skills and the ability to interact with a broad constituency

Strong customer service orientation toward both internal and external customers is required

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 that’s differentiated – and we’ve 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 - aren’t 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, you’ll 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. There’s 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 $70,000 and $125,000 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.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.