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 Wealth Management Investment Resources (WMIR), 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.
Core functions:
- Support due diligence team performing initial and ongoing investment due diligence on managers and private investments (Private Equity, Private Credit and Private Real Estate) with a specific focus on Co-Investments structures.
- Research a broad range of potential Co-Investment opportunities utilizing detailed financial statement and operational reviews including modeling and valuation analysis.
- 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 research reports and commentaries on fund managers and market trends impacting alternative investment strategies.
- Present findings and results to internal product approval committees, as necessary.
Ongoing activities include:
- Adhere to policies and procedures for ongoing due diligence including onsite reviews, written research notes and updating reports.
- Interact with internal teams as appropriate, including Operational Due Diligence, 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.
Qualifications:
Skills required:
- 10-15+ years of job experience in the financial markets with experience in alternative investment research. Deep knowledge of Co-Investment structures and various illiquid alternative investment strategies.
- Looking for candidate that has a strong knowledge of alternatives and the desire to expand their skill set across alternative investment strategies and products.
- Strong oral and written communication skills.
- Strong analytical and quantitative skills.
- Undergraduate degree required.
- MBA, CFA, CPA, and/or CAIA not required but viewed favorably.
- FINRA Series 7 and 63 required or willingness to obtain within 120 days of hire
Expected base pay rates for the role will be between $150,000 and $235,000 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).
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients.
Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
