Morgan Stanley

Posting Date

Jan 9, 2025

Primary Location

Americas-United States of America-New York-Purchase Bachelor's Degree

Job

Wealth Management Full Time Vice President

Description

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 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.

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

Qualifications - External

Skills required:

• 5+ 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 licenses required or willingness to obtain within 120 days of hire.

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 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).