Job Description
Morgan Street Holdings represents a private investment group with a growth-oriented mindset focused on investing in and supporting great companies and management teams. Built on the philosophy of always “delivering the promise,” we have a 50-year history of deep customer relationships and business expansion. We are actively looking to acquire organizations that share our values and approach to business that can be part of our group long-term.
In addition to supporting our existing businesses, Morgan Street pursues a two-pronged investment strategy:
Direct Acquisitions – We seek to acquire businesses that align with our values and long-term approach. Our current operating companies include
Havi Supply Chain, TMS, Stanley, and Continental Services . These businesses offer
best-in-class sourcing and supply chain capabilities, brand-defining marketing and promotion services, and innovative, award-winning consumer products . Together, they employ over
10,000 people across more than 50 countries , driving operational excellence and market leadership.
Private Equity Investments – We invest in private equity funds and co-invest alongside our partners in targeted sectors, prioritizing long-term relationships. Our
established partnerships and fund commitments include
Pritzker Private Capital, Wind Point Partners, and Freeman Spogli , reflecting our commitment to investing with high-quality firms that share our strategic vision.
WHY WE THINK YOU WILL LOVE THIS ROLE The Analyst will support the execution of Morgan Street’s private equity investment strategy. This role includes sourcing and conducting due diligence on private equity investments, analyzing co-investment opportunities, performing capital markets research, and contributing to asset allocation decisions. Additionally, the Analyst will be responsible for performance management reporting, maintaining data on funds and portfolio companies, and collaborating with the direct investment team. This position provides exposure to the firm’s broader investment activities while offering the opportunity to work closely with senior investment professionals.
What You Will Bring To The Organization - Assist in managing the firm’s investment portfolio, with a focus on alternative investments
- Support the investment team in sourcing and evaluating new investment opportunities
- Lead due diligence efforts, including financial modeling, valuation analysis, track record assessment, attribution analysis, and reference calls
- Monitor the performance of existing investments, fund managers, and portfolio companies; participate in meetings and conduct ongoing due diligence
- Conduct capital markets research and assist in developing asset allocation recommendations
- Develop and maintain financial models to analyze portfolio risk and cash flow profiles
- Stay informed on market trends, investment opportunities, risks, and new products
- Build and maintain relationships with fund managers and industry professionals
- Build and maintain a database of fund and underlying portfolio company exposure/investments to track performance, risk, and portfolio composition
Skills SKILLS AND EXPERIENCE WE WOULD LIKE YOU TO HAVE - Bachelor’s degree required
- 1-2 years of experience in finance, consulting, or a related field
- Experience in private market investments, including diligence, execution, and monitoring; co-investment experience preferred
- Strong interest in Private Equity investing, private markets, and portfolio management
- Ability to deliver high-quality work independently with minimal supervision
- Strong attention to detail and analytical skills
- Collaborative mindset with excellent interpersonal skills
- Proficiency in financial modeling and quantitative analysis
- Strong oral and written communication skills for investment analysis and recommendations
- Ability to build relationships
- Proficiency in MS Excel and PowerPoint; experience with DealCloud is a plus
Starting salary between $100,000-$125,000
TOTAL REWARDS Benefits Our total rewards philosophy integrates programs for compensation, benefits, recognition, learning and development, corporate culture, corporate citizenship and work-life balance. While individual program components may differ by country, some things remain constant:
- Our commitment to rewarding results
- Opportunities to work with talented and driven individuals at every level of our company who respect each other, treat each other fairly and hold one another accountable for our customers’—and our company’s—success
There's more ...
Generous Medical, Dental, Vision And Other Great Benefits Paid parental and medical leave programs
401(k) with a company match component and profit sharing
15 days of paid time off plus company holidays
Hybrid work model
Tuition reimbursement and student loan repayment assistance
Inclusive employee resource groups
EQUAL OPPORTUNITY EMPLOYER We are an equal opportunity employer, and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
RECRUITING AGENCIES tms does not accept agency resumes submitted by third-party vendors unless a valid agreement has been signed and the tms Talent Acquisition Team has granted authorization for submissions for a specified position. Please do not submit or forward resumes to our site, tms employees, or any other company location. tms is not responsible for any fees related to unsolicited resumes
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