- GIMA Alternative Investment Due Diligence Analyst â Real Assets - Vice President
- GIMA Alternative Investment Due Diligence Analyst â Real Assets - Vice President
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$ 110000 - 185000
1 Vacancy
Job Description
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 Real Assets will perform investment due diligence on alternative investment funds and managers with an emphasis on real assets 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 including real estate infrastructure renewables energy infrastructure/MLPs commodities and natural resources.
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.
QUALIFICATIONS
Skills required:
5 years of job experience in the financial markets. Experience in alternative investments and real assets 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.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres 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 into your browser.
Expected base pay rates for the role will be between $110000 and $185000 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 Stanleys 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).
Required Experience:
Chief
Employment Type
Full-Time
