Company Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture. 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 analyst will provide support to the teams onshore Analysts, focused on alternative investment strategies across hedge funds, private equity, real assets and private credit. The investment analyst will primarily be responsible for supporting the ongoing investment due diligence and monitoring for various products. Core Functions Support and assist the due diligence process, which typically involves documentation review and conference calls with investment managers. Participate in alternative investment manager meetings on a regular basis, taking meeting notes and filing to database. Prepare quarterly and annual notes/reviews on alternative investment strategies as part of the groups policies and procedures. Prepare peer analyses to compare various alternative strategies and managers. Assess managers historical return profile based on their performance history and attribution. Collect, analyze, and save down fund materials (quarterly DDQs, quarterly reports, letters, exposure reports, attribution, etc.) to shared drive & database. Conduct quarterly liquid risk analysis to determine Morgan Stanleys exposure to alternative investment products. Prepare written reports and commentaries on various managers. Ongoing Activities Include: Identify upgrade/downgrade candidates. Conduct ad-hoc projects as needed 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.
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