Investment Due Diligence Analyst

Morgan Stanley•Purchase, NY

About The Position

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. Position Summary: Global Investment Manager Analysis (GIMA), a unit within Investment Solutions, provides comprehensive manager due diligence 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. The investment analyst will provide support to the team’s investment officer, focused on fixed income investment strategies available across mutual fund, SMA, and ETF vehicles. The investment analyst will primarily be responsible for sourcing new investment managers and conducting initial and ongoing investment due diligence for various fixed income products.

Requirements

Strong knowledge of fixed income active manager strategies and the desire to expand their skillset across investment strategies and products.
6-10+ years of job experience in the financial markets, with experience in investment due diligence and knowledge of various traditional investment strategies.
Demonstrated oral and written communication skills, including experience drafting internal memorandum and detailed reports.
Strong analytical and quantitative skills.
Detail-oriented with ability to multi-task and handle multiple priorities.
Ability to summarize large quantities of information and to work under pressure without sacrificing accuracy.
Must be able to efficiently interface with internal personnel and external clients.
A willingness to learn and to work within a close-knit team.
Undergraduate degree required.
Appropriate securities licenses required or will need to be obtained upon hire.

Nice To Haves

MBA, CFA, CPA, and/or CAIA not required but viewed favorably.

Responsibilities

Lead the due diligence process from inception to completion, which typically involves documentation review, conference calls, and in-person meetings with investment managers.
Analyze managers in relation to their investment process, portfolio construction, and risk management capabilities.
Assess manager’s historical return profile based on their performance history and attribution.
Prepare written reports and commentaries on various managers.
Present findings and results to internal product approval committees, as necessary.
Adhere to policies and procedures for initial and ongoing due diligence including onsite reviews, written notes, and updating reports.
Interact with internal teams as appropriate, including Product Management, Sales, Legal, and Compliance, as needed.
Support a team atmosphere including idea sharing, learning, and back-up.
Remain abreast of industry trends, regulatory matters, and market events impacting funds, managers, clients, and the industry.