Investment Due Diligence Analyst

Morgan Stanley • Town/Village of Harrison, NY

1d

About The Position

Global Investment Manager Analysis (GIMA), a unit within Investment Solutions at Morgan Stanley Wealth Management, 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 investment managers to identify high quality strategies for portfolios. This investment analyst role will support the team’s investment officer, focusing on fixed income investment strategies available across mutual fund, SMA, and ETF vehicles. The primary responsibility will be sourcing new investment managers and conducting initial and ongoing investment due diligence for various fixed income products. Morgan Stanley raises, manages, and allocates capital for clients, helping them reach their goals with a differentiated approach for 90 years, guided by values such as putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back. The company advises, originates, trades, manages, and distributes capital for people, governments and institutions, striving for excellence and a more sustainable future.

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.

Benefits

• Some of the most attractive and comprehensive employee benefits and perks in the industry.
• Ample opportunity to move about the business.
• Morgan Stanley sponsored benefit programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior