VP, Operational Due Diligence – Alternatives & Funds

Morgan-Stanley; Town of Islip (NY); On-site; USD 115,000 - 190,000; Full time

Job summary

Morgan Stanley is seeking an Operational Due Diligence Analyst within Wealth Management's GIMA unit. The role focuses on evaluating and monitoring alternative investments across fund complexes, fund-of-funds, hedge funds, and private equity.

A strong background in due diligence, investments, and risk controls is required. The candidate will perform on-site and desk reviews, interact with service providers, and present findings to product committees while staying ahead of industry trends and

Qualifications

• Undergraduate degree required with an advanced degree preferred.
• CFA, CPA, and/or CAIA not required but viewed favorably.
• Active Series 7 and 63 or ability to obtain within 180 days of hire.

Responsibilities

• Perform operational due diligence on alternative investment funds and managers (fund-of-funds, hedge funds, real estate, private equity, UCITS, evergreen funds, etc.).
• Conduct onsite meetings with senior professionals or desk reviews of DDQs and manager documents.
• Engage with service providers such as administrators, valuation agents, auditors as needed.
• Assess organizational structure, fund structure, internal controls, valuation, and external oversight; document findings.
• Present findings to internal product approval committees and support related workstreams.
• Stay abreast of industry trends, regulatory matters, and market events affecting funds, managers, clients, and the industry.

Skills

Operational due diligence

Alternative investments

Manager research

Education

Undergraduate degree

Advanced degree preferred

Tools

CFA

CPA

CAIA

Job description

Morgan Stanley is seeking an Operational Due Diligence Analyst within Wealth Management's GIMA unit. The role focuses on evaluating and monitoring alternative investments across fund complexes, fund-of-funds, hedge funds, and private equity.

A strong background in due diligence, investments, and risk controls is required. The candidate will perform on-site and desk reviews, interact with service providers, and present findings to product committees while staying ahead of industry trends and