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GIMA Traditional, Investment Solutions, Director, Wealth Management

AT Morgan Stanley
Morgan Stanley

GIMA Traditional, Investment Solutions, Director, Wealth Management

> Support and assist the due diligence process, which typically involves documentation review and conference calls 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 onshore GIMA analysts. > Adhere to policies and procedures for ongoing due diligence including written notes and updating reports. > Identify upgrade/downgrade candidates. > Looking for a candidate that has knowledge of mutual fund, SMA, and ETF vehicles, and the desire to expand their skillset across investment strategies and products. > 5-8 years of job experience in the financial markets; knowledge of various traditional investment strategies and experience in investment due diligence is preferred and some supervisory experience is welcome. > Demonstrated oral and written communication skills, including experience drafting internal memorandum and detailed reports. > 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. > MBA, CFA (at least level 1), and/or CAIA not required but viewed favorably. 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. 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. 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.

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Job ID: Morgan-549785112230
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)