GIMA Alternative Investment Due Diligence Analyst – Real Assets - Vice President jobs in United States
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E*TRADE from Morgan Stanley · 1 day ago

GIMA Alternative Investment Due Diligence Analyst – Real Assets - Vice President

Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses, and institutions. The GIMA Alternative Investment Due Diligence Analyst – Real Assets will perform investment due diligence on alternative investment funds and managers, focusing on real assets strategies and sourcing unique investment opportunities for high net worth clients.

BankingFinanceFinancial Services

Responsibilities

Perform initial and ongoing investment due diligence on alternative investment strategies with a focus on private investments including real estate, infrastructure, renewables, energy infrastructure/MLPs, commodities and natural resources
Source unique investment opportunities for high net worth clients
Analyze managers in relation to their investment process, track record, attribution, portfolio construction, and risk management capabilities
Partner with internal colleagues to provide advice and recommendations to investment committees, financial advisors, and clients
Author written research reports and commentaries on fund managers and thought leadership pieces on market trends and opportunities impacting alternative investment strategies
Adhere to policies and procedures for ongoing due diligence including onsite reviews, ongoing due diligence, written research notes, and updating reports
Interact with internal teams including Operational Due Diligence, Product Management, Sales, Legal, and Compliance, as needed
Support a collegial, team atmosphere including idea sharing, learning, and collaboration
Remain up-to-date on industry trends, regulatory matters, and market events impacting funds, managers, clients, and the industry

Qualification

Alternative investmentsReal assets strategiesInvestment due diligenceFinancial markets experienceCFA/CPA/CAIASecurities licensesCommunication skills

Required

5+ years of job experience in the financial markets
Knowledge of various alternative investment strategies
An existing network of relationships with alternative asset managers
Strong verbal and written communication skills
Undergraduate degree required
Appropriate securities licenses required or will need to be obtained upon hire

Preferred

Experience in alternative investments and real assets strategies
Experience working with financial advisors and clients
CFA, CPA, and/or CAIA not required but viewed favorably

Benefits

Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs

Company

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

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Julia Miller
Executive Director, Creative Services
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