GIMA Hedge Fund Due Diligence Analyst, AVP

Morgan Stanley; New York (NY); On-site; USD 85,000 - 135,000; Full time

Job summary

An established industry player is seeking a GIMA Hedge Fund Due Diligence Analyst to join their dynamic team. This role involves performing in-depth due diligence on alternative investment strategies, particularly hedge funds. You will analyze managers' investment processes and risk management capabilities while sourcing unique opportunities for high-net-worth clients. Collaborating with internal teams, you will author research reports and present your findings to key stakeholders. If you have a passion for alternative investments and a knack for detailed analysis, this is the perfect opportunity to make a significant impact in the financial services industry.

Qualifications

• 3+ years in financial services, preferably in alternative investments.
• Strong communication skills and proficiency in Excel and financial applications.

Responsibilities

• Perform due diligence on hedge fund strategies and analyze investment managers.
• Source investment opportunities and present findings to committees.

Skills

Alternative Investments

Hedge Fund Strategies

Excel Proficiency

Bloomberg

FactSet

Verbal Communication

Written Communication

Education

Undergraduate Degree

CFA/CPA/CAIA

Tools

Excel

Bloomberg

FactSet

Job description

GIMA Hedge Fund Due Diligence Analyst, AVP

Apply locations: NY - 2000 Westchester Ave

Time type: Full time

Posted on: Posted 11 Days Ago

Time left to apply: End Date: April 25, 2025 (30+ days left to apply)

Job requisition id: PT-3261544

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 the WM 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.

The GIMA Investment Due Diligence Analyst will perform investment due diligence on alternative investment funds and managers, with an emphasis on hedge fund strategies, for new prospective managers and as part of the ongoing monitoring process for existing relationships.

Core functions:

1. Perform initial and ongoing investment due diligence on alternative investment strategies with a focus on hedge fund strategies.
2. Analyze managers in relation to their investment process, track record, attribution, portfolio construction, and risk management capabilities.
3. Source unique investment opportunities for high net worth clients.
4. Partner with internal colleagues to provide advice and recommendations to investment committees, financial advisors, and clients.
5. Author written research reports and commentaries on fund managers and thought leadership pieces on market trends and opportunities impacting alternative investment strategies.
6. Present findings and results to internal product approval committees, as necessary.

Ongoing activities include:

1. Adhere to policies and procedures for ongoing due diligence including onsite reviews, ongoing due diligence, written research notes, and updating reports.
2. Interact with internal teams including Operational Due Diligence, Product Management, Sales, Legal, and Compliance, as needed.
3. Support a collegial, team atmosphere including idea sharing, learning, and collaboration across the firm.
4. Remain up-to-date on the WM Global Investment Office’s (GIO) market views, hedge fund trends, regulatory matters, and broader market developments impacting funds, managers, clients, and the industry.

Skills required:

1. 3+ years of job experience in the financial services industry. Experience in alternative investments and hedge fund strategies is preferred.
2. Knowledge of various alternative investment strategies. An existing network of relationships with alternative asset managers is strongly desired.
3. Proficiency working with Excel, statistics, and financial applications such as Bloomberg and FactSet.
4. Experience working with financial advisors and clients is preferred.
5. Strong verbal and written communication skills.
6. Undergraduate degree required.
7. CFA, CPA, and/or CAIA not required but viewed favorably.
8. FINRA Series 7 and 63 licenses required or willingness to obtain within 120 days of hire.

Expected base pay rates: Expected base pay rates for the role will be between $85,000 and $135,000 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 is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).