GIMA Alternative Investment Due Diligence Analyst – Real Assets - Vice President

Morgan Stanley • New York, NY

3d • $110,000 - $185,000

About The Position

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. 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. 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. 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 $110,000 and $185,000 per year at the commencement of employment. 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.

Requirements

• 5+ years of job experience in the financial markets.
• Undergraduate degree required.
• Appropriate securities licenses required or will need to be obtained upon hire.

Nice To Haves

• Experience in alternative investments and real assets strategies is preferred.
• An existing network of relationships with alternative asset managers is strongly desired.
• Experience working with financial advisors and clients is preferred.
• CFA, CPA, and/or CAIA not required but viewed favorably.

Responsibilities

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees