Job Information
Morgan Stanley Director - GIMA Alternative Investments (Wealth Management) in Mumbai, India
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 team's onshore Analysts, focused on equity and fixed income investment strategies available across mutual fund, SMA, and ETF vehicles. The investment analyst 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 teams 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
4-6 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.
Job: *Wealth Management
Title: Director - GIMA Alternative Investments (Wealth Management)
Location: Non-Japan Asia-India-Maharashtra-Mumbai
Requisition ID: 3264025
