Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses, and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust.
Global Investment Manager Analysis (GIMA), a unit within Investment Solutions, provides comprehensive manager research on a wide range of investment strategies, including separately managed accounts, mutual funds, UCITs, exchange-traded funds and private vehicles in the equity, fixed income and alternative investments spaces. The GIMA team engages with a broad array of investment managers to identify high quality strategies for portfolios.
Position Summary
The GIMA Alternative Investment Due Diligence Analyst – Alternative Investments will perform investment due diligence on alternative investment funds and managers, with an emphasis on private market strategies that include private equity, private credit, real assets and impact strategies, for new prospective managers and as part of the ongoing monitoring process for existing relationships.
Job Description for Alternative Investment Due Diligence Analyst
Core functions:
• Perform initial and ongoing investment due diligence on alternative investment strategies with a focus on private investments that include private equity, private credit, real assets and impact strategies
• Source unique investment opportunities for high net worth clients.
• Analyze managers in relation to their investment process, track record, attribution, portfolio construction, and risk management capabilities.
• Partner with internal colleagues to provide advice and recommendations to investment committees, financial advisors, and clients.
• Author written research reports and commentaries on fund managers and thought leadership pieces on market trends and opportunities impacting alternative investment strategies.
Ongoing activities include:
• Adhere to policies and procedures for ongoing due diligence including onsite reviews, ongoing due diligence, written research notes, and updating reports.
• Interact with internal teams including Operational Due Diligence, Product Management, Sales, Legal, and Compliance, as needed.
• Support a collegial, team atmosphere including idea sharing, learning, and collaboration.
• Remain up-to-date on industry trends, regulatory matters, and market events impacting funds, managers, clients, and the industry.
Skills required:
• 5+ years of job experience in the financial markets. Experience in private market and impact strategies is preferred.
• Knowledge of various alternative investment strategies. An existing network of relationships with alternative asset managers is strongly desired.
• Experience working with financial advisors and clients is preferred.
• Strong verbal and written communication skills.
• Undergraduate degree required.
• CFA, CPA, and/or CAIA not required but viewed favorably.
• Appropriate securities licenses required or will need to be obtained upon hire.
Expected base pay rates for the role will be between $110,000 and $185,000 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.
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).