Position Summary
Global Investment Manager Analysis (GIMA), a unit within Investment Solutions (IS), provides comprehensive investment manager due diligence on a wide range of investment strategies, including separately managed accounts, mutual funds, exchange-traded funds, and private vehicles in the equity, fixed income, and alternative investments spaces. The GIMA team engages with a broad array of 3rd party investment managers to identify high quality strategies for portfolios.
The investment associate will provide support to the team's onshore analysts, focused on equity and fixed income investment strategies available across mutual fund, SMA, and ETF vehicles. The investment associate will primarily be responsible for providing ongoing investment due diligence for various products.
Core Functions
• 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
Ongoing Activities Include
• Adhere to policies and procedures for ongoing due diligence including written notes and updating reports
• Identify upgrade/downgrade candidates
• Interact with onshore GIMA team members
• 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
Experience/Skills/Abilities
• 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
• 3-5 years of job experience in the financial markets; knowledge of various traditional investment strategies and experience in investment due diligence is preferred
• 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
• MBA, CFA (at least level 1), and/or CAIA not required but viewed favorably
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise 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.