GIMA Alternative Investments Due Diligence, Investment Solutions, Director, Wealth Management

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 the WM 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.

The GIMA Alternative Investments Due Diligence Director will perform investment due diligence on alternative investment funds and managers as well as perform ongoing investment monitoring for existing relationships.

Core Functions
Job Description for Alternative Investments Due Diligence Director:

• Perform initial and ongoing investment due diligence on alternative investment strategies (private equity, private credit, private real assets, hedge funds)
• Participate in alternative investment manager meetings on a regular basis, taking meeting notes
• Prepare written research reports and commentaries on fund managers and thought leadership pieces on market trends and opportunities impacting alternative investment strategies
• Conduct quarterly liquid risk analysis to determine exposure to alternative investment products
• Prepare quarterly and annual notes/reviews on alternative investment strategies
• Prepare peer analyses to compare various alternative strategies and managers.
• Analyze managers in relation to their investment process, track record, attribution, portfolio construction, and risk management capabilities

Ongoing Activities Include

• Adhere to policies and procedures for ongoing due diligence, written research notes, and updating reports.
• Interact with the GIMA onshore analysts as well as other 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 across the firm.
• Remain up-to-date on the WM Global Investment Office's (GIO) market views, hedge fund trends, regulatory matters, and broader market developments impacting funds, managers, clients, and the industry.

Skills Required

• 6-8 years of job experience in the financial services industry. Experience in alternative investments is preferred.
• Knowledge of various alternative 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 onshore GIMA analysts.
• A willingness to learn and to work within a close-knit team.
• Undergraduate degree required.
• CFA, CPA, and/or CAIA not required but viewed favorably.

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 - 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. At Morgan Stanley, you'll 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.

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Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.