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.Global Investment Manager Analysis (GIMA), a unit within 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. Position SummaryThe GIMA Alternative Investment Due Diligence Analyst - Real Assets will perform investment due diligence on alternative investment funds and managers, with an emphasis on real assets strategies, for new prospective managers and as part of the ongoing monitoring process for existing relationships. Job Description for Alternative Investment Due Diligence AnalystCore functions: • 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.Ongoing activities include: • 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. QUALIFICATIONSSkills required: • 5+ years of job experience in the financial markets. Experience in alternative investments and real assets strategies is preferred. • Knowledge of various alternative investment strategies. An existing network of relationships with alternative asset managers is strongly desired. • Experience working with financial advisors and clients is preferred. • Strong verbal and written communication skills. • Undergraduate degree required. • CFA, CPA, and/or CAIA not required but viewed favorably. • Appropriate securities licenses required or will need to be obtained upon hire.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.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. 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 programsMorgan 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).
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